SEC 13F Intelligence

Processus Wealth & Capital Management, LLC / BAC

Processus Wealth & Capital Management, LLC’s Bank America Corp Position

Does Processus Wealth & Capital Management, LLC own Bank America Corp (BAC)? Yes — 78.7K shares worth $4M (+2.61% of its 13F portfolio) as of Q1 2026, up from 77.9K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
78.7K
% of Portfolio
+2.61%
Quarters Held
9
currently held

Position History BAC

Reported value by quarter
Q1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202678.7K$4M+2.61%
Q4 202577.9K$4M+2.83%
Q3 202576.4K$4M+2.83%
Q2 202577.5K$4M+2.90%
Q1 202577.5K$3M+2.75%
Q4 202476.7K$3M+2.69%
Q3 202476.4K$3M+2.50%
Q2 202484.7K$3M+2.79%
Q1 202484.2K$3M+2.83%

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