Grant Private Wealth Management Inc
Position in BAC — Bank Of America Corp /De/
CIK 2056418
PLEASANTON, CA
Position in BAC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$414,871
+$40,666 QoQ
Shares Held
7,281
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,662
of 3,595 holders
Holding Since
Dec 2024
7 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, 2026Grant Private Wealth Management Inc holds $5,236,853 across 4 Banks - Diversified names. BAC ranks #4 (7.9% of the industry book) .
All Filings in BAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,871 | 7,281 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $374,205 | 7,676 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $422,015 | 7,673 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $396,469 | 7,685 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $5,591,141 | 118,156 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $305,088 | 7,311 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $323,779 | 7,367 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||