Carlton Hofferkamp & Jenks Wealth Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1510870 THE WOODLANDS, TX

Position in BAC

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

Position Value

$2,029,570

+$245,905 QoQ

Shares Held

35,619

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

#1,461

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carlton Hofferkamp & Jenks Wealth Management, LLC holds $6,205,089 across 3 Banks - Diversified names. BAC ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,913	$3,572,152
2	BAC	Bank Of America Corp /De/ This page	35,619	$2,029,570
3	C	Citigroup Inc	4,311	$603,367

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,029,570	35,619	-2.6%	Shares	Sole	2026-07-23
2026-03-31	$1,783,665	36,588	-3.6%	Shares	Sole	2026-04-28
2025-12-31	$2,087,360	37,952	-2.6%	Shares	Sole	2026-01-22
2025-09-30	$2,010,462	38,970	-1.0%	Shares	Sole	2025-10-29
2025-06-30	$1,862,941	39,369	-1.1%	Shares	Sole	2025-07-31
2025-03-31	$1,661,646	39,819	+0.0%	Shares	Sole	2025-04-17
2024-12-31	$1,750,001	39,818	-1.1%	Shares	Sole	2025-02-06
2024-09-30	$1,597,794	40,267	-1.6%	Shares	Sole	2024-11-05
2024-06-30	$1,627,229	40,916	-0.2%	Shares	Sole	2024-07-31
2024-03-31	$1,555,288	41,015	-4.3%	Shares	Sole	2024-04-26
2023-12-31	$1,443,230	42,864	+0.2%	Shares	Sole	2024-01-25
2023-09-30	$1,171,590	42,790	+2.8%	Shares	Sole	2023-10-26
2023-06-30	$1,194,594	41,638	+0.4%	Shares	Sole	2023-08-07
2023-03-31	$1,186,528	41,487	-5.0%	Shares	Sole	2023-05-11
2022-12-31	$1,446,880	43,686	-0.2%	Shares	Sole	2023-01-30
2022-09-30	$1,322,307	43,785	+1.3%	Shares	Sole	2022-10-24
2022-06-30	$1,345,998	43,238	-3.0%	Shares	Sole	2022-07-12
2022-03-31	$1,837,299	44,573	-0.4%	Shares	Sole	2022-04-11
2021-12-31	$1,991,906	44,772	-0.3%	Shares	Sole	2022-01-26
2021-09-30	$1,906,896	44,921	-0.7%	Shares	Sole	2021-11-09
2021-06-30	$1,864,461	45,221	-11.4%	Shares	Sole	2021-07-19
2021-03-31	$1,973,963	51,020	-4.0%	Shares	Sole	2021-04-28
2020-12-31	$1,611,552	53,169	-2.9%	Shares	Sole	2021-01-20
2020-09-30	$1,319,337	54,767	-0.3%	Shares	Sole	2020-11-12
2020-06-30	$1,304,231	54,915	+0.9%	Shares	Sole	2020-07-30
2020-03-31	$1,155,187	54,413	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.