CFO4Life Group, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1706351 COPPELL, TX

Position in BAC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$781,936

+$138,875 QoQ

Shares Held

13,723

+4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,125

of 3,594 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFO4Life Group, LLC holds $4,912,133 across 4 Banks - Diversified names. BAC ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,557	$2,473,632
2	C	Citigroup Inc	7,048	$986,438
3	BAC	Bank Of America Corp /De/ This page	13,723	$781,936
4	WFC	Wells Fargo & Company/Mn	8,109	$670,127

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$781,936	13,723	+4.0%	Shares	Sole	2026-08-12
2026-03-31	$643,061	13,191	-12.4%	Shares	Sole	2026-05-11
2025-12-31	$827,970	15,054	-8.3%	Shares	Sole	2026-02-06
2025-09-30	$847,365	16,425	+2.4%	Shares	Sole	2025-11-07
2025-06-30	$759,060	16,041	-2.6%	Shares	Sole	2025-08-08
2025-03-31	$687,042	16,464	-46.0%	Shares	Sole	2025-04-30
2024-12-31	$1,341,090	30,514	-1.5%	Shares	Sole	2025-02-10
2024-09-30	$1,229,762	30,992	+102.1%	Shares	Sole	2024-11-12
2024-06-30	$609,753	15,332	+9.0%	Shares	Sole	2024-07-31
2024-03-31	$533,382	14,066	+18.7%	Shares	Sole	2024-05-06
2023-12-31	$399,023	11,851	-12.2%	Shares	Sole	2024-02-12
2023-09-30	$369,630	13,500	-0.5%	Shares	Sole	2023-10-30
2023-06-30	$389,323	13,570	+23.6%	Shares	Sole	2023-08-07
2023-03-31	$314,056	10,981	+24.5%	Shares	Sole	2023-05-03
2022-12-31	$292,118	8,820	+24.5%	Shares	Sole	2023-02-03
2022-09-30	$214,027	7,087	+0.1%	Shares	Sole	2022-10-19
2022-06-30	$220,338	7,078	-35.0%	Shares	Sole	2022-07-20
2022-03-31	$448,927	10,891	+6.0%	Shares	Sole	2022-05-02
2021-12-31	$457,090	10,274	+58.4%	Shares	Sole	2022-02-10
2021-09-30	$275,415	6,488	—	Shares	Sole	2021-10-12
No filing history on record for this holder in this stock.