Formidable Asset Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1592613 CINCINNATI, OH

Position in BAC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,311,792

+$269,606 QoQ

Shares Held

40,572

-3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,382

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Formidable Asset Management, LLC holds $14,192,020 across 5 Banks - Diversified names. BAC ranks #2 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	27,555	$9,019,578
2	BAC	Bank Of America Corp /De/ This page	40,572	$2,311,792
3	WFC	Wells Fargo & Company/Mn	15,434	$1,275,465
4	BNY	Bank of New York Mellon Corp	7,073	$1,022,826
5	C	Citigroup Inc	4,018	$562,359

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,311,792	40,572	-3.1%	Shares	Sole	2026-07-17
2026-03-31	$2,042,186	41,891	-2.7%	Shares	Sole	2026-04-22
2025-12-31	$2,367,970	43,054	-5.8%	Shares	Sole	2026-01-16
2025-09-30	$2,358,127	45,709	-5.0%	Shares	Sole	2025-10-29
2025-06-30	$2,276,281	48,104	0.0%	Shares	Sole	2025-07-16
2025-03-31	$2,007,379	48,104	-10.9%	Shares	Sole	2025-05-05
2024-12-31	$2,371,498	53,959	-10.8%	Shares	Sole	2025-02-19
2024-09-30	$2,401,155	60,513	-20.3%	Shares	Sole	2024-11-12
2024-06-30	$3,020,571	75,951	-2.4%	Shares	Sole	2024-08-08
2024-03-31	$2,949,910	77,793	+0.5%	Shares	Sole	2024-05-15
2023-12-31	$2,605,586	77,386	-0.9%	Shares	Sole	2024-02-07
2023-09-30	$2,138,350	78,099	-1.6%	Shares	Sole	2023-11-09
2023-06-30	$2,276,465	79,347	-1.7%	Shares	Sole	2023-08-15
2023-03-31	$2,308,134	80,704	-0.6%	Shares	Sole	2023-05-09
2022-12-31	$2,688,284	81,168	-1.9%	Shares	Sole	2023-02-07
2022-09-30	$2,499,201	82,755	-2.0%	Shares	Sole	2022-11-14
2022-06-30	$2,628,461	84,435	-0.4%	Shares	Sole	2022-08-18
2022-03-31	$3,492,859	84,737	-30.5%	Shares	Sole	2022-05-04
2021-12-31	$5,425,777	121,955	-1.1%	Shares	Sole	2022-02-07
2021-09-30	$5,232,556	123,264	+950.5%	Shares	Sole	2021-11-10
2021-06-30	$483,792	11,734	-90.7%	Shares	Sole	2021-08-16
2021-03-31	$4,904,189	126,756	+0.5%	Shares	Sole	2021-05-12
2020-12-31	$3,821,181	126,070	-1.8%	Shares	Sole	2021-01-29
2020-09-30	$3,092,023	128,353	-2.8%	Shares	Sole	2020-12-14
2020-06-30	$3,135,783	132,033	-13.6%	Shares	Sole	2020-08-13
2020-03-31	$3,245,663	152,881	—	Shares	Sole	2020-06-01
No filing history on record for this holder in this stock.