Buckley Wealth Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1730126 Las Vegas, NV

Position in BAC

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

Position Value

$2,302,903

+$83,608 QoQ

Shares Held

40,416

-11.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,384

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

Buckley Wealth Management, LLC holds $24,042,442 across 4 Banks - Diversified names. BAC ranks #2 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	59,992	$19,637,181
2	BAC	Bank Of America Corp /De/ This page	40,416	$2,302,903
3	C	Citigroup Inc	13,545	$1,895,758
4	WFC	Wells Fargo & Company/Mn	2,500	$206,600

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,302,903	40,416	-11.2%	Shares	Sole	2026-08-07
2026-03-31	$2,219,295	45,524	-2.1%	Shares	Sole	2026-05-13
2025-12-31	$2,557,720	46,504	-0.6%	Shares	Sole	2026-02-12
2025-09-30	$2,413,328	46,779	-1.0%	Shares	Sole	2025-11-14
2025-06-30	$2,236,579	47,265	+0.1%	Shares	Sole	2025-08-11
2025-03-31	$1,969,572	47,198	-1.1%	Shares	Sole	2025-05-15
2024-12-31	$2,097,118	47,716	+0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,892,577	47,696	+4.8%	Shares	Sole	2024-10-18
2024-06-30	$1,810,847	45,533	-2.1%	Shares	Sole	2024-07-24
2024-03-31	$1,763,962	46,518	-1.2%	Shares	Sole	2024-04-16
2023-12-31	$1,585,958	47,103	-2.8%	Shares	Sole	2024-01-18
2023-09-30	$1,326,369	48,443	-6.2%	Shares	Sole	2023-10-13
2023-06-30	$1,481,322	51,632	+35.7%	Shares	Sole	2023-07-12
2023-03-31	$1,087,886	38,038	-0.6%	Shares	Sole	2023-04-14
2022-12-31	$1,267,104	38,258	-1.0%	Shares	Sole	2023-02-10
2022-09-30	$1,167,562	38,661	-9.7%	Shares	Sole	2022-11-14
2022-06-30	$1,333,453	42,835	-0.8%	Shares	Sole	2022-08-04
2022-03-31	$1,780,662	43,199	+9.6%	Shares	Sole	2022-05-06
2021-12-31	$1,753,350	39,410	-5.9%	Shares	Sole	2022-02-02
2021-09-30	$1,776,957	41,860	+1.7%	Shares	Sole	2021-11-09
2021-06-30	$1,696,284	41,142	-7.6%	Shares	Sole	2021-07-27
2021-03-31	$1,722,517	44,521	-11.6%	Shares	Sole	2021-04-30
2020-12-31	$1,526,896	50,376	-2.4%	Shares	Sole	2021-01-20
2020-09-30	$1,242,827	51,591	+4.3%	Shares	Sole	2020-10-19
2020-06-30	$1,174,627	49,458	-8.0%	Shares	Sole	2020-07-15
2020-03-31	$1,140,985	53,744	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.