Poehling Capital Management, INC.

Position in BAC — Bank Of America Corp /De/

CIK 1730815 Madison, WI

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,211,050

+$461,209 QoQ

Shares Held

56,354

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#1,192

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Poehling Capital Management, INC. holds $24,781,232 across 4 Banks - Diversified names. BAC ranks #3 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	141,178	$11,666,949
2	C	Citigroup Inc	61,847	$8,656,106
3	BAC	Bank Of America Corp /De/ This page	56,354	$3,211,050
4	JPM	Jpmorgan Chase & Co	3,810	$1,247,127

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,211,050	56,354	-0.1%	Shares	Sole	2026-07-20
2026-03-31	$2,749,841	56,407	0.0%	Shares	Sole	2026-04-21
2025-12-31	$3,102,385	56,407	-0.2%	Shares	Sole	2026-02-06
2025-09-30	$2,914,783	56,499	-0.2%	Shares	Sole	2025-11-05
2025-06-30	$2,678,548	56,605	-1.1%	Shares	Sole	2025-08-11
2025-03-31	$2,389,251	57,255	0.0%	Shares	Sole	2025-05-02
2024-12-31	$2,516,357	57,255	0.0%	Shares	Sole	2025-02-18
2024-09-30	$2,271,878	57,255	0.0%	Shares	Sole	2024-11-13
2024-06-30	$2,277,031	57,255	-0.5%	Shares	Sole	2024-08-09
2024-03-31	$2,181,158	57,520	-0.2%	Shares	Sole	2024-05-10
2023-12-31	$1,940,402	57,630	+0.0%	Shares	Sole	2024-02-13
2023-09-30	$1,577,526	57,616	+2.2%	Shares	Sole	2023-11-15
2023-06-30	$1,618,001	56,396	-2.3%	Shares	Sole	2023-08-14
2023-03-31	$1,650,591	57,713	0.0%	Shares	Sole	2023-05-11
2022-12-31	$1,911,454	57,713	-1.1%	Shares	Sole	2023-02-13
2022-09-30	$1,762,562	58,363	-1.0%	Shares	Sole	2022-11-14
2022-06-30	$1,834,272	58,923	-2.1%	Shares	Sole	2022-08-09
2022-03-31	$2,480,331	60,173	+0.0%	Shares	Sole	2022-05-16
2021-12-31	$2,677,007	60,171	-1.6%	Shares	Sole	2022-01-10
2021-09-30	$2,594,586	61,121	-4.9%	Shares	Sole	2021-11-12
2021-06-30	$2,649,068	64,251	-0.5%	Shares	Sole	2021-08-13
2021-03-31	$2,498,406	64,575	-0.8%	Shares	Sole	2021-05-11
2020-12-31	$1,973,999	65,127	-0.3%	Shares	Sole	2021-02-16
2020-09-30	$1,573,125	65,302	-2.6%	Shares	Sole	2020-11-10
2020-06-30	$1,592,128	67,037	+3.5%	Shares	Sole	2020-08-13
2020-03-31	$1,374,472	64,742	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.