WORLD EQUITY GROUP, INC.

Position in BAC — Bank Of America Corp /De/

CIK 878770 SCHAUMBURG, IL

Position in BAC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,383,700

+$465,330 QoQ

Shares Held

59,384

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#1,171

of 3,594 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WORLD EQUITY GROUP, INC. holds $9,013,739 across 4 Banks - Diversified names. BAC ranks #1 (37.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	59,384	$3,383,700
2	JPM	Jpmorgan Chase & Co	8,987	$2,941,714
3	C	Citigroup Inc	17,679	$2,474,352
4	BNS	Bank Of Nova Scotia	2,464	$213,973

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,383,700	59,384	-0.8%	Shares	Sole	2026-07-09
2026-03-31	$2,918,370	59,864	-18.7%	Shares	Sole	2026-05-06
2025-12-31	$4,050,640	73,648	+0.6%	Shares	Sole	2026-01-12
2025-09-30	$3,775,768	73,188	+21.8%	Shares	Sole	2025-10-24
2025-06-30	$2,842,465	60,069	+0.1%	Shares	Sole	2025-07-15
2025-03-31	$2,504,217	60,010	+1.5%	Shares	Sole	2025-04-22
2024-12-31	$2,599,686	59,151	+0.4%	Shares	Sole	2025-02-04
2024-09-30	$2,337,588	58,911	-34.2%	Shares	Sole	2024-10-30
2024-06-30	$3,562,874	89,587	-55.0%	Shares	Sole	2024-07-18
2024-03-31	$7,548,734	199,070	-3.3%	Shares	Sole	2024-07-18
2023-12-31	$6,932,720	205,902	+1.3%	Shares	Sole	2024-07-22
2023-09-30	$5,564,163	203,220	+104.9%	Shares	Sole	2024-07-22
2023-06-30	$2,845,646	99,186	+1770.4%	Shares	Sole	2024-08-26
2023-03-31	$151,665	5,303	-93.3%	Shares	Sole	2024-08-26
2022-12-31	$2,636,053	79,591	+0.5%	Shares	Sole	2024-09-06
2022-09-30	$2,392,232	79,213	+5.3%	Shares	Sole	2024-09-06
2022-06-30	$2,341,380	75,213	+4.0%	Shares	Sole	2024-09-06
2022-03-31	$2,980,288	72,302	—	Shares	Sole	2024-09-06
No filing history on record for this holder in this stock.