Smith Salley Wealth Management

Position in BAC — Bank Of America Corp /De/

CIK 1482012 GREENSBORO, NC

Position in BAC

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

Position Value

$9,245,916

+$1,596,846 QoQ

Shares Held

162,266

+3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#752

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Smith Salley Wealth Management holds $66,664,739 across 5 Banks - Diversified names. BAC ranks #2 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	162,429	$53,167,884
2	BAC	Bank Of America Corp /De/ This page	162,266	$9,245,916
3	C	Citigroup Inc	24,395	$3,414,324
4	WFC	Wells Fargo & Company/Mn	6,700	$553,688
5	RY	Royal Bank Of Canada	1,367	$282,927

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,245,916	162,266	+3.4%	Shares	Sole	2026-07-23
2026-03-31	$7,649,070	156,904	+5.6%	Shares	Sole	2026-04-16
2025-12-31	$8,174,705	148,631	+5.0%	Shares	Sole	2026-01-27
2025-09-30	$7,302,203	141,543	+12.9%	Shares	Sole	2025-10-20
2025-06-30	$5,932,697	125,374	+2.6%	Shares	Sole	2025-07-17
2025-03-31	$5,097,152	122,146	+2.6%	Shares	Sole	2025-04-25
2024-12-31	$5,232,687	119,060	-0.9%	Shares	Sole	2025-01-15
2024-09-30	$4,768,980	120,186	+11.4%	Shares	Sole	2024-10-24
2024-06-30	$4,289,950	107,869	+1.0%	Shares	Sole	2024-07-29
2024-03-31	$4,051,524	106,844	-26.4%	Shares	Sole	2024-05-02
2023-12-31	$4,886,021	145,115	-10.4%	Shares	Other	2024-01-24
2023-09-30	$4,433,287	161,917	-2.4%	Shares	Other	2023-10-27
2023-06-30	$4,760,416	165,926	+124.4%	Shares	Other	2023-08-04
2023-03-31	$2,114,626	73,938	+1.1%	Shares	Sole	2023-05-03
2022-12-31	$2,423,025	73,159	+2.1%	Shares	Sole	2023-02-03
2022-09-30	$2,163,769	71,648	+5.1%	Shares	Sole	2022-11-01
2022-06-30	$2,121,415	68,147	+2.5%	Shares	Other	2022-08-01
2022-03-31	$2,739,315	66,456	+116.4%	Shares	Other	2022-05-10
2021-12-31	$1,366,020	30,704	+4.0%	Shares	Other	2022-02-10
2021-09-30	$1,252,868	29,514	-6.5%	Shares	Sole	2021-11-05
2021-06-30	$1,301,671	31,571	+64.1%	Shares	Other	2021-08-09
2021-03-31	$744,472	19,242	+10.4%	Shares	Sole	2021-04-30
2020-12-31	$528,363	17,432	-4.4%	Shares	Sole	2021-01-28
2020-09-30	$439,328	18,237	-8.8%	Shares	Sole	2020-11-05
2020-06-30	$475,047	20,002	-3.5%	Shares	Other	2020-08-04
2020-03-31	$440,182	20,734	—	Shares	Other	2020-04-24
No filing history on record for this holder in this stock.