Ullmann Wealth Partners Group, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1697725 JACKSONVILLE BEACH, FL

Position in BAC

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

Position Value

$3,197,147

+$570,400 QoQ

Shares Held

56,110

+4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.47%

of 13F equity value

Holder Rank

#1,194

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ullmann Wealth Partners Group, LLC holds $8,952,711 across 4 Banks - Diversified names. BAC ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,875	$5,196,363
2	BAC	Bank Of America Corp /De/ This page	56,110	$3,197,147
3	WFC	Wells Fargo & Company/Mn	3,432	$283,620
4	C	Citigroup Inc	1,969	$275,581

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,197,147	56,110	+4.1%	Shares	Sole	2026-08-10
2026-03-31	$2,626,747	53,882	+4.0%	Shares	Sole	2026-04-13
2025-12-31	$2,850,375	51,825	+1.3%	Shares	Sole	2026-02-12
2025-09-30	$2,638,312	51,140	-3.8%	Shares	Sole	2025-10-17
2025-06-30	$2,514,584	53,140	+0.3%	Shares	Sole	2025-07-11
2025-03-31	$2,211,064	52,985	+1.6%	Shares	Sole	2025-04-11
2024-12-31	$2,291,684	52,143	0.0%	Shares	Sole	2025-01-15
2024-09-30	$2,069,034	52,143	+65.0%	Shares	Sole	2024-10-15
2024-06-30	$1,256,692	31,599	+1.4%	Shares	Sole	2024-08-08
2024-03-31	$1,181,549	31,159	+2.2%	Shares	Sole	2024-05-10
2023-12-31	$1,026,429	30,485	+5.8%	Shares	Sole	2024-01-11
2023-09-30	$788,982	28,816	-1.3%	Shares	Sole	2023-10-13
2023-06-30	$837,432	29,189	-0.3%	Shares	Sole	2023-07-14
2023-03-31	$837,122	29,270	-2.7%	Shares	Sole	2023-04-11
2022-12-31	$995,951	30,071	+0.0%	Shares	Sole	2023-01-19
2022-09-30	$908,053	30,068	-0.9%	Shares	Sole	2022-10-12
2022-06-30	$944,670	30,346	0.0%	Shares	Sole	2022-07-13
2022-03-31	$1,250,862	30,346	-2.0%	Shares	Sole	2022-04-14
2021-12-31	$1,377,410	30,960	0.0%	Shares	Sole	2022-01-26
2021-09-30	$1,314,252	30,960	+4.1%	Shares	Sole	2021-10-19
2021-06-30	$1,226,757	29,754	-4.3%	Shares	Sole	2021-07-09
2021-03-31	$1,203,220	31,099	+0.7%	Shares	Sole	2021-04-14
2020-12-31	$936,518	30,898	+0.5%	Shares	Sole	2021-01-15
2020-09-30	$740,598	30,743	0.0%	Shares	Sole	2020-10-19
2020-06-30	$730,146	30,743	+0.9%	Shares	Sole	2020-07-13
2020-03-31	$646,687	30,461	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.