Meridian Wealth Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1697300 LEXINGTON, KY

Position in BAC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,842,732

+$525,206 QoQ

Shares Held

49,890

+4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,251

of 3,594 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Financial Services · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $80,523,100 across 8 Banks - Diversified names. BAC ranks #4 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	195,616	$64,030,985
2	ING	Ing Groep NV	141,139	$4,428,941
3	C	Citigroup Inc	30,014	$4,200,759
4	BAC	Bank Of America Corp /De/ This page	49,890	$2,842,732
5	BNY	Bank of New York Mellon Corp	14,008	$2,025,696
6	WFC	Wells Fargo & Company/Mn	18,804	$1,553,962
7	CM	Canadian Imperial Bank Of Commerce /Can/	11,288	$1,298,120
8	SAN	Banco Santander, S.A.	10,283	$141,905

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,842,732	49,890	+4.9%	Shares	Sole	2026-08-05
2026-03-31	$2,317,526	47,539	-26.6%	Shares	Sole	2026-05-06
2025-12-31	$3,561,855	64,761	+11.1%	Shares	Sole	2026-02-04
2025-09-30	$3,008,109	58,308	+54.6%	Shares	Sole	2025-11-04
2025-06-30	$1,784,768	37,717	+7.9%	Shares	Sole	2025-08-08
2025-03-31	$1,458,922	34,961	+10.0%	Shares	Sole	2025-05-12
2024-12-31	$1,396,555	31,776	+8.3%	Shares	Sole	2025-02-06
2024-09-30	$1,163,893	29,332	-6.5%	Shares	Sole	2024-11-12
2024-03-31	$1,190,081	31,384	-5.2%	Shares	Sole	2024-04-25
2023-12-31	$1,114,477	33,100	-55.4%	Shares	Sole	2024-02-08
2023-09-30	$2,030,336	74,154	+79.5%	Shares	Sole	2023-10-17
2023-06-30	$1,185,097	41,307	+0.5%	Shares	Sole	2023-08-02
2023-03-31	$1,175,345	41,096	+1.7%	Shares	Sole	2023-05-15
2022-12-31	$1,337,948	40,397	-4.8%	Shares	Sole	2023-02-14
2022-09-30	$1,281,446	42,432	-34.2%	Shares	Sole	2022-11-14
2022-06-30	$2,008,912	64,533	+24.7%	Shares	Sole	2022-08-05
2022-03-31	$2,133,794	51,766	+42.1%	Shares	Sole	2022-05-12
2021-12-31	$1,621,260	36,441	+0.8%	Shares	Other	2022-01-27
2021-09-30	$1,534,270	36,143	+5.5%	Shares	Sole	2021-10-15
2021-06-30	$1,412,416	34,257	-12.6%	Shares	Sole	2021-07-22
2021-03-31	$1,516,841	39,205	-9.0%	Shares	Sole	2021-05-07
2020-12-31	$1,306,057	43,090	-3.0%	Shares	Sole	2021-01-19
2020-09-30	$1,069,716	44,405	-35.1%	Shares	Sole	2020-10-09
2020-06-30	$1,624,238	68,389	-44.0%	Shares	Sole	2020-07-15
2020-03-31	$2,592,883	122,133	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.