HOHIMER WEALTH MANAGEMENT, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1802533 SEATTLE, WA

Position in BAC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,204,956

+$197,099 QoQ

Shares Held

21,147

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,767

of 3,594 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 66% Shared 0% None 34%

Financial Services · as of Jun 30, 2026

HOHIMER WEALTH MANAGEMENT, LLC holds $18,779,315 across 5 Banks - Diversified names. BAC ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	25,882	$8,471,955
2	C	Citigroup Inc	31,002	$4,339,039
3	MUFG	Mitsubishi Ufj Financial Group Inc	193,699	$3,852,673
4	BAC	Bank Of America Corp /De/ This page	21,147	$1,204,956
5	WFC	Wells Fargo & Company/Mn	11,020	$910,692

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,204,956	21,147	+2.3%	Shares	Sole	2026-08-03
2026-03-31	$1,007,857	20,674	-2.3%	Shares	Sole	2026-05-01
2025-12-31	$1,163,360	21,152	+1.6%	Shares	Sole	2026-02-12
2025-09-30	$1,073,949	20,817	+4.0%	Shares	Sole	2025-11-12
2025-06-30	$947,299	20,019	+1.9%	Shares	Sole	2025-08-19
2025-03-31	$820,203	19,655	-82.3%	Shares	Sole	2025-05-02
2023-03-31	$3,183,323	111,305	+106.8%	Shares	Sole	2023-05-03
2022-12-31	$1,782,518	53,820	-52.8%	Shares	Sole	2023-02-01
2022-09-30	$3,444,551	114,058	+1.2%	Shares	Sole	2022-11-02
2022-06-30	$3,509,066	112,723	+6.2%	Shares	Sole	2022-07-25
2022-03-31	$4,376,409	106,172	+7.7%	Shares	Sole	2022-05-03
2021-12-31	$4,384,533	98,551	+0.2%	Shares	Sole	2022-01-25
2021-09-30	$4,177,037	98,399	+0.5%	Shares	Sole	2021-10-18
2021-06-30	$4,035,716	97,883	+57.2%	Shares	Sole	2021-07-12
2021-03-31	$2,409,110	62,267	+23.6%	Shares	Sole	2021-04-12
2020-12-31	$1,526,987	50,379	-2.8%	Shares	Sole	2021-01-12
2020-09-30	$1,248,054	51,808	+3.8%	Shares	Sole	2020-11-13
2020-06-30	$1,185,148	49,901	+96.7%	Shares	Sole	2020-07-14
2020-03-31	$538,520	25,366	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.