LeConte Wealth Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2060443 Maryville, TN

Position in BAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$563,703

+$127,635 QoQ

Shares Held

9,893

+10.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#2,399

of 3,594 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LeConte Wealth Management, LLC holds $3,044,541 across 5 Banks - Diversified names. BAC ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	4,600	$1,505,718
2	BAC	Bank Of America Corp /De/ This page	9,893	$563,703
3	C	Citigroup Inc	2,752	$385,169
4	WFC	Wells Fargo & Company/Mn	4,507	$372,458
5	BNY	Bank of New York Mellon Corp	1,504	$217,493

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$563,703	9,893	+10.6%	Shares	Sole	2026-08-07
2026-03-31	$436,068	8,945	-2.3%	Shares	Sole	2026-05-12
2025-12-31	$503,360	9,152	+6.2%	Shares	Sole	2026-01-15
2025-09-30	$444,654	8,619	+22.8%	Shares	Sole	2025-10-16
2025-06-30	$332,044	7,017	—	Shares	Sole	2025-07-15
No filing history on record for this holder in this stock.