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Concentrum Wealth Management

SEC CIK
0001765387
Latest filing
Aug 6, 2026

BAC holding history

Bank of America Corp in every 13F filed by Concentrum Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
7,452
Value
$424.6K
% of portfolio
0.1%
Quarters held
3
Since Q1 2024
Holdings of BAC by Concentrum Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,452$424.6K0.1%−788−9.6%ReducedHolders
Q1 20268,240$401.7K0.1%+8,240NewHolders
Q2 20240$00.0%−5,434−100.0%Sold outHolders
Q1 20245,434$206.1K0.1%+5,434NewHolders