Vest Financial, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1709632 MCLEAN, VA

Position in BAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$76,299,923

+$29,388,287 QoQ

Shares Held

1,339,065

+39.2% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#280

of 3,594 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Vest Financial, LLC holds $299,261,811 across 5 Banks - Diversified names. BAC ranks #3 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	255,362	$83,587,643
2	BNY	Bank of New York Mellon Corp	528,232	$76,387,628
3	BAC	Bank Of America Corp /De/ This page	1,339,065	$76,299,923
4	WFC	Wells Fargo & Company/Mn	474,355	$39,200,696
5	C	Citigroup Inc	169,948	$23,785,921

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$76,299,923	1,339,065	+39.2%	Shares	Sole	2026-07-24
2026-03-31	$46,911,636	962,290	+56.6%	Shares	Sole	2026-04-24
2025-12-31	$33,806,850	614,670	+85.6%	Shares	Defined	2026-01-30
2025-09-30	$17,081,706	331,105	+335.1%	Shares	Defined	2025-10-30
2025-06-30	$3,601,146	76,102	-72.3%	Shares	Sole	2025-07-25
2025-03-31	$11,450,836	274,403	-64.4%	Shares	Sole	2025-04-11
2024-12-31	$33,880,219	770,881	+10.8%	Shares	Sole	2025-01-28
2024-09-30	$27,606,327	695,724	+23.7%	Shares	Defined	2024-10-18
2024-06-30	$22,360,642	562,249	+11.4%	Shares	Defined	2024-08-08
2024-03-31	$19,142,887	504,823	+32.1%	Shares	Defined	2024-04-30
2023-12-31	$12,863,522	382,047	+19.8%	Shares	Defined	2024-01-11
2023-09-30	$8,730,249	318,855	+78.2%	Shares	Defined	2023-10-30
2023-06-30	$5,133,530	178,931	+268.8%	Shares	Defined	2023-07-28
2023-03-31	$1,387,586	48,517	+305.4%	Shares	Defined	2023-05-12
2022-12-31	$396,380	11,968	—	Shares	Defined	2023-02-13
No filing history on record for this holder in this stock.