MITCHELL & PAHL PRIVATE WEALTH, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1836506 OKLAHOMA CITY, OK

Position in BAC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,944,669

+$419,419 QoQ

Shares Held

51,679

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#1,231

of 3,594 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MITCHELL & PAHL PRIVATE WEALTH, LLC holds $8,127,217 across 4 Banks - Diversified names. BAC ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	51,679	$2,944,669
2	UBS	UBS Group AG	51,081	$2,531,574
3	HSBC	Hsbc Holdings PLC	22,722	$2,160,634
4	JPM	Jpmorgan Chase & Co	1,498	$490,340

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,944,669	51,679	-0.2%	Shares	Sole	2026-07-13
2026-03-31	$2,525,250	51,800	-5.0%	Shares	Sole	2026-04-24
2025-12-31	$2,999,150	54,530	+107.1%	Shares	Sole	2026-01-14
2025-09-30	$1,358,106	26,325	-1.9%	Shares	Sole	2025-10-09
2025-06-30	$1,270,021	26,839	-2.2%	Shares	Sole	2025-07-11
2025-03-31	$1,144,695	27,431	-0.4%	Shares	Sole	2025-04-09
2024-12-31	$1,210,734	27,548	-2.7%	Shares	Sole	2025-01-16
2024-09-30	$1,123,221	28,307	-1.7%	Shares	Sole	2024-10-16
2024-06-30	$1,145,177	28,795	+0.1%	Shares	Sole	2024-07-12
2024-03-31	$1,090,844	28,767	-6.9%	Shares	Sole	2024-04-26
2023-12-31	$1,040,537	30,904	-7.4%	Shares	Sole	2024-02-09
2023-09-30	$913,478	33,363	-1.9%	Shares	Sole	2023-10-31
2023-06-30	$975,574	34,004	-3.3%	Shares	Sole	2023-08-07
2023-03-31	$1,005,890	35,171	-2.3%	Shares	Sole	2023-05-05
2022-12-31	$1,192,551	36,007	-6.3%	Shares	Sole	2023-02-10
2022-09-30	$1,160,706	38,434	-6.7%	Shares	Sole	2022-11-01
2022-06-30	$1,283,054	41,216	-6.4%	Shares	Sole	2022-07-25
2022-03-31	$1,814,133	44,011	-1.4%	Shares	Sole	2022-04-14
2021-12-31	$1,985,544	44,629	-1.4%	Shares	Sole	2022-01-19
2021-09-30	$1,920,862	45,250	-0.1%	Shares	Sole	2021-11-03
2021-06-30	$1,867,801	45,302	-0.5%	Shares	Sole	2021-07-14
2021-03-31	$1,762,019	45,542	-2.1%	Shares	Sole	2021-04-29
2020-12-31	$1,410,051	46,521	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.