MinichMacGregor Wealth Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1744318 Saratoga Springs, NY

Position in BAC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$303,988

+$44,931 QoQ

Shares Held

5,335

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,937

of 3,595 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MinichMacGregor Wealth Management, LLC holds $3,123,347 across 5 Banks - Diversified names. BAC ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,385	$1,762,672
2	BNY	Bank of New York Mellon Corp	2,811	$406,498
3	C	Citigroup Inc	2,749	$384,750
4	BAC	Bank Of America Corp /De/ This page	5,335	$303,988
5	WFC	Wells Fargo & Company/Mn	3,212	$265,439

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$303,988	5,335	+0.4%	Shares	Sole	2026-07-16
2026-03-31	$259,057	5,314	-13.6%	Shares	Sole	2026-04-20
2025-12-31	$338,250	6,150	-2.4%	Shares	Sole	2026-02-17
2025-09-30	$325,223	6,304	+4.5%	Shares	Sole	2025-10-28
2025-06-30	$285,339	6,030	-2.3%	Shares	Sole	2025-07-16
2025-03-31	$257,599	6,173	-2.0%	Shares	Sole	2025-04-22
2024-12-31	$276,753	6,297	-26.8%	Shares	Sole	2025-01-17
2023-03-31	$246,131	8,606	+245.2%	Shares	Sole	2023-04-19
2022-12-31	$82,568	2,493	-93.0%	Shares	Sole	2023-01-09
2020-03-31	$751,478	35,397	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.