SHRIER WEALTH MANAGEMENT, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2075389 LOS ANGELES, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,068,884

+$624,014 QoQ

Shares Held

71,409

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.68%

of 13F equity value

Holder Rank

#1,092

of 3,594 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SHRIER WEALTH MANAGEMENT, LLC holds $15,273,619 across 5 Banks - Diversified names. BAC ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,778	$6,146,602
2	BAC	Bank Of America Corp /De/ This page	71,409	$4,068,884
3	WFC	Wells Fargo & Company/Mn	32,670	$2,699,848
4	C	Citigroup Inc	14,959	$2,093,661
5	BCS	Barclays PLC	9,852	$264,624

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,068,884	71,409	+1.1%	Shares	Sole	2026-07-09
2026-03-31	$3,444,870	70,664	-2.5%	Shares	Sole	2026-04-14
2025-12-31	$3,986,730	72,486	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.