Third View Private Wealth, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2083406 WESTPORT, CT

Position in BAC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,609,115

+$298,423 QoQ

Shares Held

28,240

+5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,594

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

Third View Private Wealth, LLC holds $11,332,366 across 5 Banks - Diversified names. BAC ranks #2 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	24,775	$8,109,600
2	BAC	Bank Of America Corp /De/ This page	28,240	$1,609,115
3	C	Citigroup Inc	5,828	$815,686
4	MUFG	Mitsubishi Ufj Financial Group Inc	27,027	$537,567
5	WFC	Wells Fargo & Company/Mn	3,151	$260,398

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,609,115	28,240	+5.0%	Shares	Other	2026-07-27
2026-03-31	$1,310,692	26,886	+6.6%	Shares	Other	2026-04-15
2025-12-31	$1,387,485	25,227	—	Shares	Other	2026-01-23
No filing history on record for this holder in this stock.