KILEY JUERGENS WEALTH MANAGEMENT, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1723223 OLYMPIA, WA

Position in BAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,616,123

+$24,192 QoQ

Shares Held

28,363

-13.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,590

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

KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $7,932,304 across 5 Banks - Diversified names. BAC ranks #2 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,923	$4,557,415
2	BAC	Bank Of America Corp /De/ This page	28,363	$1,616,123
3	WFC	Wells Fargo & Company/Mn	11,625	$960,690
4	C	Citigroup Inc	3,685	$515,752
5	TD	Toronto Dominion Bank	2,325	$282,324

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,616,123	28,363	-13.1%	Shares	Sole	2026-08-07
2026-03-31	$1,591,931	32,655	-0.8%	Shares	Sole	2026-04-28
2025-12-31	$1,811,150	32,930	-2.5%	Shares	Sole	2026-01-26
2025-09-30	$1,741,987	33,766	-10.0%	Shares	Sole	2025-10-22
2025-06-30	$1,776,250	37,537	+0.5%	Shares	Sole	2025-07-16
2025-03-31	$1,558,406	37,345	-4.1%	Shares	Sole	2025-04-21
2024-12-31	$1,711,281	38,937	-3.1%	Shares	Sole	2025-01-16
2024-09-30	$1,594,937	40,195	-5.1%	Shares	Sole	2024-10-15
2024-06-30	$1,684,219	42,349	+5.3%	Shares	Sole	2024-07-23
2024-03-31	$1,524,535	40,204	+24.7%	Shares	Sole	2024-04-19
2023-12-31	$1,085,891	32,251	-9.9%	Shares	Sole	2024-01-30
2023-09-30	$979,793	35,785	-5.5%	Shares	Sole	2023-10-17
2023-06-30	$1,086,146	37,858	+0.4%	Shares	Sole	2023-07-26
2023-03-31	$1,078,906	37,724	+4.3%	Shares	Sole	2023-05-02
2022-12-31	$1,197,917	36,169	+13.4%	Shares	Sole	2023-02-06
2022-09-30	$963,470	31,903	+7.6%	Shares	Sole	2022-10-11
2022-06-30	$923,097	29,653	+46.5%	Shares	Sole	2022-07-29
2022-03-31	$834,251	20,239	-29.5%	Shares	Sole	2022-04-27
2021-12-31	$1,276,329	28,688	-2.5%	Shares	Sole	2022-01-20
2021-09-30	$1,249,643	29,438	-10.6%	Shares	Sole	2021-10-13
2021-06-30	$1,357,085	32,915	-1.3%	Shares	Sole	2021-07-22
2021-03-31	$1,289,731	33,335	-0.6%	Shares	Sole	2021-04-29
2020-12-31	$1,016,748	33,545	+3.5%	Shares	Sole	2021-01-19
2020-09-30	$780,877	32,415	+22.4%	Shares	Sole	2020-10-23
2020-06-30	$628,900	26,480	-1.8%	Shares	Sole	2020-07-14
2020-03-31	$572,275	26,956	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.