JEPPSON WEALTH MANAGEMENT, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1831263
MANHATTAN BEACH, CA
Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,678,914
+$284,997 QoQ
Shares Held
47,015
-4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,295
of 3,594 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $11,441,450 across 7 Banks - Diversified names. BAC ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,527 | $4,100,462 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
47,015 | $2,678,914 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
20,341 | $1,680,980 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,155 | $1,179,294 | |
| 5 | C |
Citigroup Inc
|
5,976 | $836,400 | |
| 6 | ING |
Ing Groep NV
|
21,675 | $680,161 | |
| 7 | TD |
Toronto Dominion Bank
|
2,349 | $285,239 |
All Filings in BAC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,678,914 | 47,015 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,393,917 | 49,106 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,960,650 | 53,830 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,782,145 | 53,928 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,624,603 | 55,465 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,219,702 | 53,192 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,356,862 | 53,626 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,139,029 | 53,907 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,150,085 | 54,063 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,059,776 | 54,319 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,837,203 | 54,565 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,509,212 | 55,121 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,661,466 | 57,911 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,744,457 | 60,995 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,961,863 | 59,235 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,768,391 | 58,556 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,824,684 | 58,615 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,095,583 | 50,839 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,199,719 | 49,443 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,150,856 | 50,668 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $2,094,813 | 50,808 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,955,972 | 50,555 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,544,324 | 50,951 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $893,594 | 37,094 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||