Journey Advisory Group, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1840085 COVINGTON, KY

Position in BAC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,192,078

+$433,382 QoQ

Shares Held

20,921

+34.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,776

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

Journey Advisory Group, LLC holds $26,347,614 across 4 Banks - Diversified names. BAC ranks #3 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	71,743	$23,483,636
2	BNY	Bank of New York Mellon Corp	10,070	$1,456,222
3	BAC	Bank Of America Corp /De/ This page	20,921	$1,192,078
4	C	Citigroup Inc	1,541	$215,678

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,192,078	20,921	+34.4%	Shares	Sole	2026-08-04
2026-03-31	$758,696	15,563	-10.9%	Shares	Sole	2026-05-05
2025-12-31	$960,795	17,469	+0.8%	Shares	Sole	2026-01-27
2025-09-30	$893,899	17,327	0.0%	Shares	Sole	2025-11-10
2025-06-30	$819,913	17,327	+0.2%	Shares	Sole	2025-07-30
2025-03-31	$721,553	17,291	-38.1%	Shares	Sole	2025-05-13
2024-12-31	$1,226,908	27,916	0.0%	Shares	Sole	2025-02-04
2024-09-30	$1,107,706	27,916	0.0%	Shares	Sole	2024-11-12
2024-06-30	$1,110,219	27,916	-2.1%	Shares	Sole	2024-08-02
2024-03-31	$1,081,326	28,516	+5.4%	Shares	Sole	2024-05-09
2023-12-31	$911,312	27,066	-1.2%	Shares	Sole	2024-02-14
2023-09-30	$750,129	27,397	0.0%	Shares	Sole	2023-11-15
2023-06-30	$786,019	27,397	-18.0%	Shares	Sole	2023-08-09
2023-03-31	$955,125	33,396	-3.7%	Shares	Sole	2023-05-04
2022-12-31	$1,149,131	34,696	+143.7%	Shares	Sole	2023-02-07
2022-09-30	$430,048	14,240	-45.0%	Shares	Sole	2022-11-09
2022-06-30	$806,547	25,909	+141.9%	Shares	Sole	2022-08-02
2022-03-31	$441,424	10,709	0.0%	Shares	Sole	2022-05-13
2021-12-31	$476,443	10,709	0.0%	Shares	Sole	2022-02-11
2021-09-30	$454,597	10,709	+7.5%	Shares	Sole	2021-11-12
2021-06-30	$410,856	9,965	+11.5%	Shares	Sole	2021-08-13
2021-03-31	$345,811	8,938	-4.5%	Shares	Sole	2021-05-11
2020-12-31	$283,822	9,364	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.