SEC 13F Intelligence

Buck Wealth Strategies, LLC / BAC

Buck Wealth Strategies, LLC’s Bank America Corp Position

Does Buck Wealth Strategies, LLC own Bank America Corp (BAC)? Yes — 295.4K shares worth $15M (+1.83% of its 13F portfolio) as of Q1 2026, down from 298.3K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
295.4K
% of Portfolio
+1.83%
Quarters Held
11
currently held

Position History BAC

Reported value by quarter
Q3 ’23: $6MQ3 ’23Q4 ’23: $8MQ1 ’24: $9MQ1 ’24Q2 ’24: $7MQ3 ’24: $7MQ3 ’24Q4 ’24: $9MQ1 ’25: $11MQ1 ’25Q2 ’25: $11MQ3 ’25: $12MQ3 ’25Q4 ’25: $12MQ1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026295.4K$15M+1.83%
Q4 2025298.3K$12M+1.55%
Q3 2025269.0K$12M+1.62%
Q2 2025262.8K$11M+1.73%
Q1 2025237.4K$11M+1.96%
Q4 2024213.8K$9M+1.78%
Q3 2024160.4K$7M+2.27%
Q2 2024177.6K$7M+2.16%
Q1 2024206.1K$9M+2.97%
Q4 2023208.6K$8M+2.91%
Q3 2023170.7K$6M+2.22%

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