Tortuga Wealth Management, Inc

Position in BAC — Bank Of America Corp /De/

CIK 2118051 TORRANCE, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,822,790

+$271,127 QoQ

Shares Held

31,990

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.93%

of 13F equity value

Holder Rank

#1,519

of 3,594 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

Tortuga Wealth Management, Inc holds $4,952,838 across 3 Banks - Diversified names. BAC ranks #2 (36.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,870	$2,576,087
2	BAC	Bank Of America Corp /De/ This page	31,990	$1,822,790
3	C	Citigroup Inc	3,958	$553,961

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,822,790	31,990	+0.5%	Shares	Sole	2026-07-31
2026-03-31	$1,551,663	31,829	+15.0%	Shares	Sole	2026-07-17
2025-12-31	$1,522,015	27,673	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.