MBL Wealth, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1845785 CHARLOTTE, NC

Position in BAC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,446,892

+$689,455 QoQ

Shares Held

42,943

+19.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,345

of 3,594 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 47% Shared 0% None 53%

Financial Services · as of Jun 30, 2026

MBL Wealth, LLC holds $9,053,539 across 5 Banks - Diversified names. BAC ranks #2 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,232	$4,331,230
2	BAC	Bank Of America Corp /De/ This page	42,943	$2,446,892
3	C	Citigroup Inc	7,585	$1,061,596
4	WFC	Wells Fargo & Company/Mn	12,037	$994,737
5	BNY	Bank of New York Mellon Corp	1,515	$219,084

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,446,892	42,943	+19.1%	Shares	Sole	2026-07-15
2026-03-31	$1,757,437	36,050	+3.9%	Shares	Sole	2026-04-28
2025-12-31	$1,907,950	34,690	+34.6%	Shares	Sole	2026-01-21
2025-09-30	$1,329,371	25,768	+8.7%	Shares	Sole	2025-10-16
2025-06-30	$1,121,862	23,708	+1.6%	Shares	Sole	2025-07-22
2025-03-31	$974,061	23,342	+39.6%	Shares	Sole	2025-05-21
2024-12-31	$735,107	16,726	+0.6%	Shares	Sole	2025-04-21
2024-09-30	$659,680	16,625	+0.4%	Shares	Sole	2025-01-08
2024-06-30	$658,273	16,552	+8.1%	Shares	Sole	2024-07-19
2024-03-31	$580,858	15,318	-6.0%	Shares	Sole	2024-04-22
2023-12-31	$548,686	16,296	+1.8%	Shares	Sole	2024-01-18
2023-09-30	$438,244	16,006	+3.2%	Shares	Sole	2023-10-11
2023-06-30	$445,010	15,511	-13.7%	Shares	Sole	2023-07-17
2023-03-31	$513,884	17,968	-6.8%	Shares	Sole	2023-04-12
2022-12-31	$638,686	19,284	-14.0%	Shares	Sole	2023-01-12
2022-09-30	$677,023	22,418	+17.2%	Shares	Sole	2023-01-12
2022-06-30	$595,610	19,133	-22.9%	Shares	Sole	2023-01-12
2022-03-31	$1,022,462	24,805	+4.5%	Shares	Sole	2022-05-02
2021-09-30	$1,008,060	23,747	-3.3%	Shares	Sole	2021-10-25
2021-03-31	$950,149	24,558	-21.7%	Shares	Defined	2021-05-27
2020-12-31	$950,188	31,349	—	Shares	Defined	2021-02-16
No filing history on record for this holder in this stock.