Bedel Financial Consulting, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1730511 INDIANAPOLIS, IN

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$937,662

+$144,402 QoQ

Shares Held

16,456

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,983

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bedel Financial Consulting, Inc. holds $12,323,633 across 4 Banks - Diversified names. BAC ranks #2 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	31,680	$10,369,814
2	BAC	Bank Of America Corp /De/ This page	16,456	$937,662
3	WFC	Wells Fargo & Company/Mn	8,135	$672,276
4	C	Citigroup Inc	2,457	$343,881

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$937,662	16,456	+1.1%	Shares	Sole	2026-07-29
2026-03-31	$793,260	16,272	+0.4%	Shares	Sole	2026-05-04
2025-12-31	$891,220	16,204	+16.8%	Shares	Sole	2026-01-28
2025-09-30	$716,017	13,879	+2.0%	Shares	Sole	2025-11-07
2025-06-30	$643,883	13,607	+1.2%	Shares	Sole	2025-08-12
2025-03-31	$560,851	13,440	-0.1%	Shares	Sole	2025-05-07
2024-12-31	$591,479	13,458	+4.7%	Shares	Sole	2025-02-06
2024-09-30	$510,205	12,858	-0.2%	Shares	Sole	2024-11-12
2024-06-30	$512,356	12,883	-10.6%	Shares	Sole	2024-08-05
2024-03-31	$546,578	14,414	+2.8%	Shares	Sole	2024-05-07
2023-12-31	$472,120	14,022	+0.4%	Shares	Sole	2024-02-13
2023-09-30	$382,279	13,962	+7.7%	Shares	Sole	2024-02-08
2023-06-30	$372,023	12,967	+0.5%	Shares	Sole	2023-08-10
2023-03-31	$369,168	12,908	+0.6%	Shares	Sole	2023-05-02
2022-12-31	$425,095	12,835	-0.5%	Shares	Sole	2023-02-07
2022-09-30	$389,519	12,898	-5.8%	Shares	Sole	2022-11-08
2022-06-30	$426,076	13,687	-2.3%	Shares	Sole	2022-08-04
2022-03-31	$577,286	14,005	-9.9%	Shares	Sole	2022-04-19
2021-12-31	$691,641	15,546	+6.9%	Shares	Other	2022-01-11
2021-09-30	$617,562	14,548	+0.1%	Shares	Sole	2021-10-12
2021-06-30	$599,195	14,533	+20.2%	Shares	Sole	2021-08-03
2021-03-31	$467,723	12,089	+6.7%	Shares	Sole	2021-04-26
2020-12-31	$343,533	11,334	+2.2%	Shares	Sole	2021-02-02
2020-09-30	$267,230	11,093	+0.2%	Shares	Sole	2020-10-20
2020-06-30	$263,055	11,076	-0.1%	Shares	Sole	2020-07-14
2020-03-31	$235,377	11,087	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.