ProVise Management Group, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1305707 CLEARWATER, FL

Position in BAC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,018,115

-$922,551 QoQ

Shares Held

70,518

-30.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,097

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ProVise Management Group, LLC holds $84,863,298 across 5 Banks - Diversified names. BAC ranks #5 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	104,741	$34,284,871
2	WFC	Wells Fargo & Company/Mn	344,567	$28,475,016
3	BNY	Bank of New York Mellon Corp	94,228	$13,626,311
4	C	Citigroup Inc	31,859	$4,458,985
5	BAC	Bank Of America Corp /De/ This page	70,518	$4,018,115

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,018,115	70,518	-30.4%	Shares	Sole	2026-08-03
2026-03-31	$4,940,666	101,347	+3.2%	Shares	Sole	2026-05-07
2025-12-31	$5,402,430	98,226	+11.8%	Shares	Sole	2026-01-29
2025-09-30	$4,531,614	87,839	+5.2%	Shares	Sole	2025-11-13
2025-06-30	$3,952,308	83,523	+0.1%	Shares	Sole	2025-08-08
2025-03-31	$3,482,702	83,458	+0.2%	Shares	Sole	2025-05-08
2024-12-31	$3,660,199	83,281	-6.8%	Shares	Sole	2025-02-11
2024-09-30	$3,544,416	89,325	+1.9%	Shares	Sole	2024-11-12
2024-06-30	$3,485,084	87,631	-4.3%	Shares	Sole	2024-08-12
2024-03-31	$3,472,182	91,566	-1.0%	Shares	Sole	2024-05-09
2023-12-31	$3,113,835	92,481	-1.2%	Shares	Sole	2024-02-09
2023-09-30	$2,562,631	93,595	-1.0%	Shares	Sole	2023-11-08
2023-06-30	$2,711,463	94,509	+4.8%	Shares	Sole	2023-08-24
2023-03-31	$2,577,946	90,138	+6.2%	Shares	Sole	2023-05-08
2022-12-31	$2,810,728	84,865	-6.7%	Shares	Sole	2023-02-10
2022-09-30	$2,746,146	90,932	+23.1%	Shares	Sole	2022-11-09
2022-06-30	$2,298,888	73,848	-4.8%	Shares	Sole	2022-08-08
2022-03-31	$3,197,641	77,575	+5.0%	Shares	Sole	2022-04-27
2021-12-31	$3,285,897	73,857	-1.5%	Shares	Sole	2022-01-18
2021-09-30	$3,183,962	75,005	-2.7%	Shares	Sole	2021-10-20
2021-06-30	$3,179,492	77,116	-2.6%	Shares	Sole	2021-08-06
2021-03-31	$3,064,480	79,206	-0.5%	Shares	Sole	2021-04-22
2020-12-31	$2,413,433	79,625	+3.3%	Shares	Sole	2021-01-19
2020-09-30	$1,857,001	77,086	+0.4%	Shares	Sole	2020-10-26
2020-06-30	$1,822,622	76,742	-1.0%	Shares	Sole	2020-08-07
2020-03-31	$1,646,216	77,542	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.