Pacific Excel Wealth Advisors, Inc.
Position in BAC — Bank Of America Corp /De/
CIK 2110884
WALNUT CREEK, CA
Position in BAC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$477,378
+$272,823 QoQ
Shares Held
8,378
+99.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,537
of 3,595 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $3,948,868 across 4 Banks - Diversified names. BAC ranks #3 (12.1% of the industry book) .
All Filings in BAC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,378 | 8,378 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $204,555 | 4,196 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||