Keudell/Morrison Wealth Management
Position in BAC — Bank Of America Corp /De/
CIK 1785498
Salem, OR
Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$453,902
+$55,517 QoQ
Shares Held
7,966
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,593
of 3,594 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Keudell/Morrison Wealth Management holds $6,019,041 across 7 Banks - Diversified names. BAC ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,490 | $3,106,361 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
12,030 | $994,159 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,076 | $583,740 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
7,966 | $453,902 | |
| 5 | C |
Citigroup Inc
|
3,119 | $436,535 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,283 | $226,706 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,505 | $217,638 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,902 | 7,966 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $398,385 | 8,172 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $473,935 | 8,617 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $392,140 | 8,287 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $353,286 | 8,466 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $364,389 | 8,291 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $320,138 | 8,068 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $863,327 | 21,708 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $679,071 | 17,908 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $596,868 | 17,727 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $487,473 | 17,804 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $713,548 | 24,871 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $710,395 | 24,839 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $912,886 | 27,563 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $808,937 | 26,786 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $833,412 | 26,772 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,084,827 | 26,318 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,148,642 | 25,818 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $797,083 | 18,777 | Shares | Sole | 2021-12-08 | |
| 2021-06-30 | $837,216 | 20,306 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $766,990 | 19,824 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $587,741 | 19,391 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $478,668 | 19,870 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $470,012 | 19,790 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $439,736 | 20,713 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||