Ponta Wealth Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2107740 WINTER PARK, FL

Position in BAC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$798,175

+$316,574 QoQ

Shares Held

14,008

+41.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#2,105

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

Ponta Wealth Partners, LLC holds $6,288,002 across 5 Banks - Diversified names. BAC ranks #2 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,487	$3,760,039
2	BAC	Bank Of America Corp /De/ This page	14,008	$798,175
3	WFC	Wells Fargo & Company/Mn	9,239	$763,510
4	C	Citigroup Inc	5,319	$744,447
5	BNY	Bank of New York Mellon Corp	1,534	$221,831

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$798,175	14,008	+41.8%	Shares	Sole	2026-08-12
2026-03-31	$481,601	9,879	+69.0%	Shares	Sole	2026-05-11
2025-12-31	$321,585	5,847	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.