Forvis Mazars Wealth Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1352864 Springfield, MO

Position in BAC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$8,997,597

+$1,500,920 QoQ

Shares Held

157,908

+2.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#762

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $31,824,030 across 4 Banks - Diversified names. BAC ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	65,662	$21,493,142
2	BAC	Bank Of America Corp /De/ This page	157,908	$8,997,597
3	WFC	Wells Fargo & Company/Mn	10,870	$898,296
4	C	Citigroup Inc	3,108	$434,995

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,997,597	157,908	+2.7%	Shares	Sole	2026-08-10
2026-03-31	$7,496,677	153,778	-0.1%	Shares	Sole	2026-05-01
2025-12-31	$8,469,120	153,984	+3.4%	Shares	Sole	2026-02-10
2025-09-30	$7,679,790	148,862	-1.8%	Shares	Sole	2025-10-30
2025-06-30	$7,170,257	151,527	+1.3%	Shares	Sole	2025-07-29
2025-03-31	$6,244,644	149,644	+4.3%	Shares	Sole	2025-05-13
2024-12-31	$6,307,528	143,516	-1.1%	Shares	Sole	2025-02-04
2024-09-30	$5,757,210	145,091	+4.0%	Shares	Sole	2024-11-14
2024-06-30	$5,549,426	139,538	-3.8%	Shares	Sole	2024-08-09
2024-03-31	$5,502,078	145,097	+3.1%	Shares	Sole	2024-04-19
2023-12-31	$4,737,537	140,705	-3.5%	Shares	Sole	2024-01-11
2023-09-30	$3,994,057	145,875	-19.4%	Shares	Sole	2023-10-26
2023-06-30	$5,190,709	180,924	+39.7%	Shares	Sole	2023-08-08
2023-03-31	$3,703,557	129,495	+8.6%	Shares	Sole	2023-04-27
2022-12-31	$3,948,897	119,230	+0.9%	Shares	Sole	2023-02-03
2022-09-30	$3,570,364	118,224	+0.7%	Shares	Sole	2022-10-14
2022-06-30	$3,654,973	117,410	+16.8%	Shares	Sole	2022-07-22
2022-03-31	$4,144,588	100,548	+13.6%	Shares	Sole	2022-05-10
2021-12-31	$3,937,587	88,505	+0.2%	Shares	Sole	2022-01-14
2021-09-30	$3,750,287	88,346	-0.0%	Shares	Sole	2021-10-14
2021-06-30	$3,644,319	88,390	-6.3%	Shares	Sole	2021-07-14
2021-03-31	$3,649,279	94,321	-27.2%	Shares	Sole	2021-04-23
2020-12-31	$3,924,417	129,476	+5.9%	Shares	Sole	2021-01-22
2020-09-30	$2,945,628	122,276	+6.0%	Shares	Sole	2020-11-05
2020-06-30	$2,738,398	115,301	+47.7%	Shares	Sole	2020-07-15
2020-03-31	$1,657,702	78,083	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.