Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,024,443
+$258,678 QoQ
Shares Held
17,979
+14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,916
of 3,595 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026QTR Family Wealth, LLC holds $5,118,276 across 4 Banks - Diversified names. BAC ranks #2 (20.0% of the industry book) .
All Filings in BAC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,024,443 | 17,979 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $765,765 | 15,708 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $877,030 | 15,946 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $798,974 | 15,487 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $631,012 | 13,335 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $435,035 | 10,425 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||