Position in BAC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$436,181
+$70,541 QoQ
Shares Held
7,655
+15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,620
of 3,594 holders
Holding Since
Dec 2024
6 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, 2026GK Wealth Management LLC holds $2,049,316 across 5 Banks - Diversified names. BAC ranks #3 (21.3% 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 | $436,181 | 7,655 | Shares | Defined | 2026-07-07 | |
| 2025-12-31 | $365,640 | 6,648 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $321,921 | 6,240 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $276,538 | 5,844 | Shares | Defined | 2025-07-08 | |
| 2025-03-31 | $251,339 | 6,023 | Shares | Defined | 2025-07-08 | |
| 2024-12-31 | $324,175 | 7,376 | Shares | Defined | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||