Linscomb Wealth, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1313294 Houston, TX

Position in BAC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$13,262,038

+$1,494,178 QoQ

Shares Held

232,749

-3.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#622

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Financial Services · as of Jun 30, 2026

Linscomb Wealth, Inc. holds $51,196,702 across 5 Banks - Diversified names. BAC ranks #3 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	70,170	$22,968,746
2	C	Citigroup Inc	101,671	$14,229,873
3	BAC	Bank Of America Corp /De/ This page	232,749	$13,262,038
4	BNY	Bank of New York Mellon Corp	2,868	$414,741
5	WFC	Wells Fargo & Company/Mn	3,888	$321,304

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,262,038	232,749	-3.6%	Shares	Sole	2026-07-31
2026-03-31	$11,767,860	241,392	-21.9%	Shares	Sole	2026-05-11
2025-12-31	$17,000,995	309,109	-0.3%	Shares	Sole	2026-02-10
2025-09-30	$16,000,690	310,151	+0.1%	Shares	Sole	2025-11-05
2025-06-30	$14,656,707	309,736	+1.6%	Shares	Sole	2025-08-04
2025-03-31	$12,716,132	304,724	+0.8%	Shares	Sole	2025-05-12
2024-12-31	$13,281,426	302,194	-0.2%	Shares	Sole	2025-02-05
2024-09-30	$12,019,944	302,922	-3.1%	Shares	Sole	2024-11-06
2024-06-30	$12,427,568	312,486	-1.3%	Shares	Sole	2024-08-07
2024-03-31	$12,005,623	316,604	-1.0%	Shares	Sole	2024-05-14
2023-12-31	$10,769,551	319,856	-2.7%	Shares	Sole	2024-02-06
2023-09-30	$9,004,816	328,883	-4.4%	Shares	Sole	2023-10-10
2023-06-30	$9,870,909	344,054	-3.7%	Shares	Sole	2023-08-09
2023-03-31	$10,216,492	357,220	-0.2%	Shares	Sole	2023-05-11
2022-12-31	$11,856,960	358,000	+1.4%	Shares	Sole	2023-02-14
2022-09-30	$10,658,244	352,922	+1.5%	Shares	Sole	2022-11-09
2022-06-30	$10,825,115	347,739	-0.1%	Shares	Sole	2022-08-15
2022-03-31	$14,345,961	348,034	+3.4%	Shares	Sole	2022-05-17
2021-12-31	$14,981,651	336,742	-0.1%	Shares	Sole	2022-02-10
2021-09-30	$14,310,956	337,125	+0.3%	Shares	Sole	2021-11-03
2021-06-30	$13,856,001	336,066	+2.5%	Shares	Sole	2021-08-10
2021-03-31	$12,686,876	327,911	+4.6%	Shares	Sole	2021-05-12
2020-12-31	$9,504,549	313,578	+7.2%	Shares	Sole	2021-02-11
2020-09-30	$7,045,819	292,479	+16.8%	Shares	Sole	2020-11-13
2020-06-30	$5,949,375	250,500	+248.9%	Shares	Sole	2020-08-11
2020-03-31	$1,524,398	71,804	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.