Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$697,549
+$411,923 QoQ
Shares Held
12,242
+108.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,215
of 3,594 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Maridea Wealth Management LLC holds $2,524,879 across 3 Banks - Diversified names. BAC ranks #2 (27.6% of the industry book) .
All Filings in BAC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,549 | 12,242 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $285,626 | 5,859 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $314,215 | 5,713 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $293,650 | 5,692 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||