High Point Wealth Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2106882 CHESTER, NJ

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$87,521

+$12,836 QoQ

Shares Held

1,536

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#3,393

of 3,594 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

High Point Wealth Management, LLC holds $911,454 across 3 Banks - Diversified names. BAC ranks #2 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,482	$812,433
2	BAC	Bank Of America Corp /De/ This page	1,536	$87,521
3	CM	Canadian Imperial Bank Of Commerce /Can/	100	$11,500

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$87,521	1,536	+0.3%	Shares	Sole	2026-07-20
2026-03-31	$74,685	1,532	+49.3%	Shares	Sole	2026-04-08
2025-12-31	$56,430	1,026	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.