Position in BAC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$216,922
-$12,318 QoQ
Shares Held
3,807
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#3,201
of 3,589 holders
Holding Since
Dec 2025
2 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, 2026Legacy Wealth Partners, LLC holds $1,910,782 across 4 Banks - Diversified names. BAC ranks #4 (11.4% of the industry book) .
All Filings in BAC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,922 | 3,807 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $229,240 | 4,168 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||