SEC 13F Intelligence

U S Wealth Group, LLC. / BAC

U S Wealth Group, LLC.’s Bank America Corp Position

Does U S Wealth Group, LLC. own Bank America Corp (BAC)? Yes — 57.4K shares worth $2M (+1.54% of its 13F portfolio) as of Q1 2026, down from 57.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
57.4K
% of Portfolio
+1.54%
Quarters Held
5
currently held

Position History BAC

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202657.4K$2M+1.54%
Q3 202557.7K$3M+1.66%
Q2 202554.7K$2M+1.85%
Q1 202553.8K$2M+1.93%
Q4 202454.4K$2M+1.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See U S Wealth Group, LLC.’s full portfolio or all institutional holders of BAC.