Welch Group, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1443095 BIRMINGHAM, AL

Position in BAC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,808,488

+$321,077 QoQ

Shares Held

31,739

+4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,528

of 3,589 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Welch Group, LLC holds $100,197,502 across 7 Banks - Diversified names. BAC ranks #4 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	276,835	$90,616,400
2	BNY	Bank of New York Mellon Corp	16,936	$2,449,114
3	WFC	Wells Fargo & Company/Mn	24,719	$2,042,778
4	BAC	Bank Of America Corp /De/ This page	31,739	$1,808,488
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	67,195	$1,683,906
6	RY	Royal Bank Of Canada	6,475	$1,340,130
7	C	Citigroup Inc	1,834	$256,686

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,808,488	31,739	+4.0%	Shares	Sole	2026-07-23
2026-03-31	$1,487,411	30,511	-2.0%	Shares	Sole	2026-04-21
2025-12-31	$1,711,545	31,119	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$1,600,424	31,022	+8.1%	Shares	Sole	2025-10-14
2025-06-30	$1,357,942	28,697	+2.4%	Shares	Sole	2025-07-25
2025-03-31	$1,168,899	28,011	-19.3%	Shares	Sole	2025-04-08
2024-12-31	$1,525,065	34,700	-18.3%	Shares	Sole	2025-01-27
2024-09-30	$1,685,646	42,481	-0.3%	Shares	Sole	2024-10-24
2024-06-30	$1,695,037	42,621	+5.8%	Shares	Sole	2024-07-17
2024-03-31	$1,527,948	40,294	+47.8%	Shares	Sole	2024-04-09
2023-12-31	$918,046	27,266	-2.8%	Shares	Sole	2024-01-23
2023-09-30	$768,200	28,057	-8.5%	Shares	Sole	2023-10-18
2023-06-30	$879,578	30,658	-7.5%	Shares	Sole	2023-07-18
2023-03-31	$948,290	33,157	-58.0%	Shares	Sole	2023-04-13
2022-12-31	$2,617,407	79,028	+1.0%	Shares	Sole	2023-01-30
2022-09-30	$2,362,968	78,244	0.0%	Shares	Sole	2022-10-13
2022-06-30	$2,435,735	78,244	+2.6%	Shares	Sole	2022-07-21
2022-03-31	$3,142,489	76,237	-0.2%	Shares	Sole	2022-04-29
2021-12-31	$3,397,300	76,361	0.0%	Shares	Sole	2022-01-26
2021-09-30	$3,241,524	76,361	+0.9%	Shares	Sole	2021-11-05
2021-06-30	$3,121,399	75,707	+0.7%	Shares	Sole	2021-07-21
2021-03-31	$2,907,901	75,159	+12.1%	Shares	Sole	2021-04-23
2020-12-31	$2,031,497	67,024	-0.6%	Shares	Sole	2021-01-25
2020-09-30	$1,624,605	67,439	-6.2%	Shares	Sole	2020-10-28
2020-06-30	$1,707,838	71,909	+5.7%	Shares	Sole	2020-07-22
2020-03-31	$1,444,977	68,063	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.