Meridian Wealth Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1768095 AUSTIN, TX

Position in BAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$577,093

+$194,552 QoQ

Shares Held

10,128

+29.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,381

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

Meridian Wealth Advisors, LLC holds $18,578,386 across 3 Banks - Diversified names. BAC ranks #2 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	53,780	$17,603,807
2	BAC	Bank Of America Corp /De/ This page	10,128	$577,093
3	C	Citigroup Inc	2,840	$397,486

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$577,093	10,128	+29.1%	Shares	Sole	2026-08-14
2026-03-31	$382,541	7,847	+3.2%	Shares	Sole	2026-05-11
2025-12-31	$418,110	7,602	-1.0%	Shares	Sole	2026-02-17
2025-09-30	$395,953	7,675	+2.2%	Shares	Sole	2025-11-12
2025-06-30	$355,278	7,508	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$312,808	7,496	-1.3%	Shares	Sole	2025-05-05
2024-12-31	$333,624	7,591	-90.2%	Shares	Sole	2025-02-11
2024-09-30	$3,083,413	77,707	+2.9%	Shares	Sole	2024-10-24
2024-06-30	$3,002,038	75,485	0.0%	Shares	Sole	2024-08-02
2024-03-31	$2,862,391	75,485	0.0%	Shares	Sole	2024-05-10
2023-12-31	$2,541,579	75,485	-0.1%	Shares	Sole	2024-02-06
2023-09-30	$2,068,860	75,561	+2.9%	Shares	Sole	2023-11-13
2023-06-30	$2,105,903	73,402	-1.2%	Shares	Sole	2023-08-02
2023-03-31	$2,124,694	74,290	-0.4%	Shares	Sole	2023-05-02
2022-12-31	$2,469,394	74,559	-0.5%	Shares	Sole	2023-01-23
2022-09-30	$2,262,976	74,933	+0.2%	Shares	Sole	2022-10-19
2022-06-30	$2,328,181	74,789	-1.2%	Shares	Sole	2022-07-26
2022-03-31	$3,119,612	75,682	+1.9%	Shares	Sole	2022-05-12
2021-12-31	$3,304,272	74,270	-0.1%	Shares	Sole	2022-02-02
2021-09-30	$3,155,945	74,345	+0.9%	Shares	Sole	2021-11-12
2021-06-30	$3,037,702	73,677	+4.2%	Shares	Sole	2021-08-10
2021-03-31	$2,735,189	70,695	-0.1%	Shares	Sole	2021-05-07
2020-12-31	$2,144,735	70,760	0.0%	Shares	Sole	2021-05-07
2020-09-30	$1,704,608	70,760	-6.1%	Shares	Sole	2020-11-16
2020-06-30	$1,789,467	75,346	-0.7%	Shares	Sole	2020-08-14
2020-03-31	$1,610,635	75,866	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.