Elwood & Goetz Wealth Advisory Group, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1752758 ATHENS, GA

Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$214,985

New position

Shares Held

3,773

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#3,217

of 3,594 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Elwood & Goetz Wealth Advisory Group, LLC holds $2,294,304 across 4 Banks - Diversified names. BAC ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	4,533	$1,483,786
2	RY	Royal Bank Of Canada	1,654	$342,328
3	ING	Ing Groep NV	8,069	$253,205
4	BAC	Bank Of America Corp /De/ This page	3,773	$214,985

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,985	3,773	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.