Madison Wealth Partners, Inc

Position in BAC — Bank Of America Corp /De/

CIK 1844424 MADISON, WI

Position in BAC

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

Position Value

$1,479,314

+$362,939 QoQ

Shares Held

25,962

+13.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#1,649

of 3,595 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Madison Wealth Partners, Inc holds $4,386,490 across 4 Banks - Diversified names. BAC ranks #2 (33.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,929	$1,940,739
2	BAC	Bank Of America Corp /De/ This page	25,962	$1,479,314
3	C	Citigroup Inc	3,967	$555,221
4	WFC	Wells Fargo & Company/Mn	4,976	$411,216

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,479,314	25,962	+13.4%	Shares	Sole	2026-08-12
2026-03-31	$1,116,375	22,900	+5.5%	Shares	Sole	2026-04-30
2025-12-31	$1,193,555	21,701	-6.6%	Shares	Sole	2026-02-10
2025-09-30	$1,198,126	23,224	-3.9%	Shares	Sole	2025-11-12
2025-06-30	$1,143,109	24,157	-1.2%	Shares	Sole	2025-07-29
2025-03-31	$1,020,006	24,443	+0.1%	Shares	Sole	2025-04-22
2024-12-31	$1,073,390	24,423	+0.8%	Shares	Sole	2025-02-10
2024-09-30	$961,208	24,224	+15.2%	Shares	Sole	2024-10-24
2024-06-30	$835,965	21,020	-1.9%	Shares	Sole	2024-08-09
2024-03-31	$812,246	21,420	-17.4%	Shares	Sole	2024-04-29
2023-12-31	$872,726	25,920	+161.8%	Shares	Sole	2024-02-12
2023-09-30	$271,034	9,899	-3.6%	Shares	Sole	2023-11-01
2023-06-30	$294,732	10,273	-0.1%	Shares	Sole	2023-07-20
2023-03-31	$294,036	10,281	-0.8%	Shares	Sole	2023-04-20
2022-12-31	$343,355	10,367	-0.3%	Shares	Sole	2023-01-24
2022-09-30	$313,989	10,397	+9.7%	Shares	Sole	2022-10-24
2022-06-30	$294,925	9,474	+1.7%	Shares	Sole	2022-07-22
2022-03-31	$384,005	9,316	+3.4%	Shares	Sole	2022-05-02
2021-12-31	$400,810	9,009	-7.8%	Shares	Sole	2022-01-19
2021-09-30	$414,651	9,768	+0.5%	Shares	Sole	2021-11-09
2021-06-30	$400,920	9,724	+7.5%	Shares	Sole	2021-07-19
2021-03-31	$350,028	9,047	0.0%	Shares	Sole	2021-05-18
2020-12-31	$274,214	9,047	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.