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Premier Path Wealth Partners, LLC

SEC CIK
0001999925
Latest filing
Jul 21, 2026

BAC holding history

Bank of America Corp in every 13F filed by Premier Path 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)
66,237
Value
$3.77M
% of portfolio
0.4%
Quarters held
11
Since Q4 2023
Holdings of BAC by Premier Path Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202666,237$3.77M0.4%+7,084+12.0%AddedHolders
Q1 202659,153$2.88M0.4%+3,199+5.7%AddedHolders
Q4 202555,954$3.08M0.4%+8,572+18.1%AddedHolders
Q3 202547,382$2.44M0.3%+1,069+2.3%AddedHolders
Q2 202546,313$2.19M0.3%+3,182+7.4%AddedHolders
Q1 202543,131$1.80M0.3%−1,500−3.4%ReducedHolders
Q4 202444,631$1.96M0.3%+451+1.0%AddedHolders
Q3 202444,180$1.75M0.3%−151−0.3%ReducedHolders
Q2 202444,331$1.76M0.3%+2,255+5.4%AddedHolders
Q1 202442,076$1.60M0.3%+2,274+5.7%AddedHolders
Q4 202339,802$1.34M0.3%–No prior filingHolders