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Livermore
Livermore
ZHEN

Stone Point Wealth LLC

SEC CIK
0001908192
Latest filing
Jul 23, 2026

BAC holding history

Bank of America Corp in every 13F filed by Stone Point Wealth 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 (Q2 2026)
12,800
Value
$729.3K
% of portfolio
0.2%
Quarters held
18
Since Q1 2022
Holdings of BAC by Stone Point Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,800$729.3K0.2%−400−3.0%ReducedHolders
Q1 202613,200$643.5K0.2%−1,050−7.4%ReducedHolders
Q4 202514,250$783.8K0.2%−100−0.7%ReducedHolders
Q3 202514,350$740.3K0.2%+4,450+44.9%AddedHolders
Q2 20259,900$468.5K0.1%00.0%UnchangedHolders
Q1 20259,900$413.1K0.1%00.0%UnchangedHolders
Q4 20249,900$435.1K0.1%−500−4.8%ReducedHolders
Q3 202410,400$412.7K0.1%−100−1.0%ReducedHolders
Q2 202410,500$417.6K0.1%−100−0.9%ReducedHolders
Q1 202410,600$402.0K0.1%−120−1.1%ReducedHolders
Q4 202310,720$360.9K0.1%−1,346−11.2%ReducedHolders
Q3 202312,066$330.4K0.1%+1,000+9.0%AddedHolders
Q2 202311,066$317.5K0.1%−35−0.3%ReducedHolders
Q1 202311,101$317.5K0.1%−125−1.1%ReducedHolders
Q4 202211,226$371.8K0.2%00.0%UnchangedHolders
Q3 202211,226$339.0K0.2%00.0%UnchangedHolders
Q2 202211,226$350.0K0.2%+500+4.7%AddedHolders
Q1 202210,726$438.0K0.2%+10,726NewHolders