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Gateway Wealth Partners, LLC

SEC CIK
0001966037
Latest filing
Aug 4, 2026

BAC holding history

Bank of America Corp in every 13F filed by Gateway Wealth Partners, 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)
44,920
Value
$2.56M
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of BAC by Gateway Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202644,920$2.56M0.2%−29,237−39.4%ReducedHolders
Q1 202674,157$3.62M0.1%+52,229+238.2%AddedHolders
Q4 202521,928$1.21M0.1%−1,183−5.1%ReducedHolders
Q3 202523,111$1.19M0.2%−9,194−28.5%ReducedHolders
Q2 202532,305$1.53M0.3%+766+2.4%AddedHolders
Q1 202531,539$1.32M0.3%−7,682−19.6%ReducedHolders
Q4 202439,221$1.72M0.4%+22,420+133.4%AddedHolders
Q3 202416,801$666.7K0.2%−372−2.2%ReducedHolders
Q2 202417,173$683.0K0.2%+7,345+74.7%AddedHolders
Q1 20249,828$372.7K0.1%−379−3.7%ReducedHolders
Q4 202310,207$343.7K0.1%−3,037−22.9%ReducedHolders
Q3 202313,244$362.6K0.1%+530+4.2%AddedHolders
Q2 202312,714$364.8K0.1%+4,843+61.5%AddedHolders
Q1 20237,871$225.1K<0.1%+1,320+20.1%AddedHolders
Q4 20226,551$217.0K<0.1%–No prior filingHolders