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Fortress Wealth Group, LLC

SEC CIK
0001862067
Latest filing
Aug 13, 2026

BAC holding history

Bank of America Corp in every 13F filed by Fortress Wealth Group, LLC, 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 (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2021
Holdings of BAC by Fortress Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−8,625−100.0%Sold outHolders
Q4 20228,625$285.7K0.2%−389−4.3%ReducedHolders
Q3 20229,014$272.0K0.2%+1,083+13.7%AddedHolders
Q2 20227,931$247.0K0.2%−866−9.8%ReducedHolders
Q1 20228,797$363.0K0.3%−51−0.6%ReducedHolders
Q4 20218,848$436.0K0.3%+515+6.2%AddedHolders
Q3 20218,333$354.0K0.3%+2,618+45.8%AddedHolders
Q2 20215,715$236.0K0.2%–No prior filingHolders