McLean Asset Management Corp

Position in BAC — Bank Of America Corp /De/

CIK 1833140 TYSONS, VA

Position in BAC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,381,309

+$187,227 QoQ

Shares Held

24,242

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,691

of 3,594 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

McLean Asset Management Corp holds $4,262,424 across 4 Banks - Diversified names. BAC ranks #2 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,908	$2,261,195
2	BAC	Bank Of America Corp /De/ This page	24,242	$1,381,309
3	C	Citigroup Inc	2,714	$379,851
4	WFC	Wells Fargo & Company/Mn	2,905	$240,069

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,381,309	24,242	-1.0%	Shares	Sole	2026-08-12
2026-03-31	$1,194,082	24,494	-3.2%	Shares	Sole	2026-04-22
2025-12-31	$1,392,160	25,312	-0.9%	Shares	Sole	2026-01-16
2025-09-30	$1,317,299	25,534	+0.9%	Shares	Sole	2025-10-07
2025-06-30	$1,197,953	25,316	-11.4%	Shares	Sole	2025-07-03
2025-03-31	$1,192,935	28,587	-3.5%	Shares	Sole	2025-04-09
2024-12-31	$1,301,974	29,624	+3.1%	Shares	Sole	2025-01-22
2024-09-30	$1,139,649	28,721	+0.4%	Shares	Sole	2024-10-07
2024-06-30	$1,138,137	28,618	+1.1%	Shares	Sole	2024-07-12
2024-03-31	$1,072,946	28,295	-1.0%	Shares	Sole	2024-04-10
2023-12-31	$962,052	28,573	-4.3%	Shares	Sole	2024-01-08
2023-09-30	$817,867	29,871	-0.8%	Shares	Sole	2023-10-12
2023-06-30	$863,913	30,112	-0.6%	Shares	Sole	2023-07-10
2023-03-31	$866,265	30,289	-5.1%	Shares	Sole	2023-04-11
2022-12-31	$1,057,190	31,920	+0.2%	Shares	Sole	2023-01-19
2022-09-30	$961,870	31,850	-4.3%	Shares	Sole	2022-10-12
2022-06-30	$1,036,442	33,294	-0.4%	Shares	Sole	2022-07-07
2022-03-31	$1,377,531	33,419	-0.6%	Shares	Sole	2022-04-08
2021-12-31	$1,495,086	33,605	-8.4%	Shares	Sole	2022-01-14
2021-09-30	$1,557,617	36,693	+5.3%	Shares	Sole	2021-10-27
2021-06-30	$1,436,906	34,851	-0.4%	Shares	Sole	2021-07-19
2021-03-31	$1,353,260	34,977	+0.0%	Shares	Sole	2021-04-28
2020-12-31	$1,060,092	34,975	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.