Wharton Business Group, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1513126 MALVERN, PA

Position in BAC

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

Position Value

$21,325,277

+$2,885,882 QoQ

Shares Held

374,259

-1.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.39%

of 13F equity value

Holder Rank

#481

of 3,595 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wharton Business Group, LLC holds $83,643,600 across 5 Banks - Diversified names. BAC ranks #2 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	162,098	$53,059,538
2	BAC	Bank Of America Corp /De/ This page	374,259	$21,325,277
3	C	Citigroup Inc	50,778	$7,106,888
4	WFC	Wells Fargo & Company/Mn	17,675	$1,460,662
5	BNY	Bank of New York Mellon Corp	4,780	$691,235

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,325,277	374,259	-1.1%	Shares	Sole	2026-08-10
2026-03-31	$18,439,395	378,244	-0.8%	Shares	Sole	2026-05-07
2025-12-31	$20,971,665	381,303	-1.8%	Shares	Sole	2026-02-11
2025-09-30	$20,026,103	388,178	-3.3%	Shares	Sole	2025-11-10
2025-06-30	$18,997,891	401,477	-0.0%	Shares	Sole	2025-08-14
2025-03-31	$16,756,514	401,546	+0.0%	Shares	Sole	2025-05-09
2024-12-31	$17,640,123	401,368	-4.4%	Shares	Sole	2025-02-04
2024-09-30	$16,659,925	419,857	+18.7%	Shares	Sole	2024-11-07
2024-06-30	$14,067,683	353,726	-2.9%	Shares	Sole	2024-08-12
2024-03-31	$13,806,785	364,103	+80.9%	Shares	Sole	2024-05-13
2023-12-31	$6,778,006	201,307	-42.8%	Shares	Sole	2024-02-07
2023-09-30	$9,634,611	351,885	+38.0%	Shares	Sole	2023-11-06
2023-06-30	$7,318,073	255,074	+11.7%	Shares	Sole	2023-08-07
2023-03-31	$6,531,725	228,382	+0.0%	Shares	Sole	2023-05-04
2022-12-31	$7,560,335	228,271	+0.8%	Shares	Sole	2023-02-13
2022-09-30	$6,842,081	226,559	+2.6%	Shares	Sole	2022-10-31
2022-06-30	$6,873,815	220,810	+13.2%	Shares	Sole	2022-08-09
2022-03-31	$8,040,950	195,074	+1.7%	Shares	Sole	2022-05-18
2021-12-31	$8,529,756	191,723	+31.0%	Shares	Sole	2022-02-10
2021-06-30	$6,034,505	146,362	+11.8%	Shares	Sole	2021-08-11
2021-03-31	$5,065,913	130,936	+7.1%	Shares	Sole	2021-05-10
2020-12-31	$3,705,427	122,251	+1.9%	Shares	Sole	2021-02-11
2020-09-30	$2,891,185	120,016	+84.5%	Shares	Sole	2020-11-06
2020-06-30	$1,545,293	65,065	+196.9%	Shares	Sole	2020-08-11
2020-03-31	$465,191	21,912	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.