SEC 13F Intelligence

Orca Wealth Management, LLC / BAC

Orca Wealth Management, LLC’s Bank America Corp Position

Does Orca Wealth Management, LLC own Bank America Corp (BAC)? Yes — 66.4K shares worth $3M (+2.34% of its 13F portfolio) as of Q1 2026, up from 66.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
66.4K
% of Portfolio
+2.34%
Quarters Held
6
currently held

Position History BAC

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202666.4K$3M+2.34%
Q4 202566.3K$3M+2.40%
Q3 202566.1K$3M+2.40%
Q2 202566.4K$3M+2.54%
Q1 202565.7K$3M+2.55%
Q4 202465.5K$3M+2.48%

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