Campbell Deegan Wealth Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2059743
RICHMOND, VA
Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$427,236
+$59,954 QoQ
Shares Held
7,498
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#2,635
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, 2026Campbell Deegan Wealth Management, LLC holds $1,131,107 across 4 Banks - Diversified names. BAC ranks #1 (37.8% of the industry book) .
All Filings in BAC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,236 | 7,498 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $367,282 | 7,534 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $402,380 | 7,316 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $372,221 | 7,215 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $370,799 | 7,836 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $512,444 | 12,280 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $420,118 | 9,559 | Shares | Sole | 2025-03-11 | |
| No filing history on record for this holder in this stock. | ||||||