VestGen Investment Management

Position in BAC — Bank Of America Corp /De/

CIK 1511739 EGG HARBOR TOWNSHIP, NJ

Position in BAC

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

Position Value

$299,201

+$47,115 QoQ

Shares Held

5,251

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#2,957

of 3,595 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

VestGen Investment Management holds $3,326,802 across 5 Banks - Diversified names. BAC ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	9,265	$1,339,811
2	JPM	Jpmorgan Chase & Co	3,388	$1,108,994
3	WFC	Wells Fargo & Company/Mn	3,830	$316,511
4	BAC	Bank Of America Corp /De/ This page	5,251	$299,201
5	C	Citigroup Inc	1,874	$262,285

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$299,201	5,251	+1.5%	Shares	Sole	2026-07-31
2026-03-31	$252,086	5,171	+5.6%	Shares	Sole	2026-05-12
2025-12-31	$269,280	4,896	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.