CM WEALTH ADVISORS LLC

Position in BAC — Bank Of America Corp /De/

CIK 1764581 BEACHWOOD, OH

Position in BAC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$720,683

+$108,968 QoQ

Shares Held

12,648

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,187

of 3,594 holders

Holding Since

Mar 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CM WEALTH ADVISORS LLC holds $3,457,644 across 4 Banks - Diversified names. BAC ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,163	$2,017,334
2	BAC	Bank Of America Corp /De/ This page	12,648	$720,683
3	BNY	Bank of New York Mellon Corp	3,301	$477,357
4	C	Citigroup Inc	1,731	$242,270

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$720,683	12,648	+0.8%	Shares	Sole	2026-08-10
2026-03-31	$611,715	12,548	0.0%	Shares	Sole	2026-05-08
2025-12-31	$690,140	12,548	-16.3%	Shares	Sole	2026-01-26
2024-03-31	$568,800	15,000	+32.8%	Shares	Sole	2024-05-13
2023-06-30	$324,139	11,298	-82.6%	Shares	Sole	2023-08-15
2023-03-31	$1,853,937	64,823	—	Shares	Sole	2023-05-01
No filing history on record for this holder in this stock.