Widmann Financial Services, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1906640 BOWIE, MD

Position in BAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$644,328

+$327,161 QoQ

Shares Held

11,308

+73.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#2,289

of 3,594 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Widmann Financial Services, Inc. holds $3,390,840 across 3 Banks - Diversified names. BAC ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	14,911	$2,086,943
2	JPM	Jpmorgan Chase & Co	2,015	$659,569
3	BAC	Bank Of America Corp /De/ This page	11,308	$644,328

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$644,328	11,308	+73.8%	Shares	Sole	2026-08-14
2026-03-31	$317,167	6,506	+0.4%	Shares	Sole	2026-05-15
2025-12-31	$356,290	6,478	-9.8%	Shares	Sole	2026-02-18
2025-09-30	$370,313	7,178	0.0%	Shares	Sole	2025-11-14
2025-06-30	$339,662	7,178	0.0%	Shares	Sole	2025-08-14
2025-03-31	$299,537	7,178	0.0%	Shares	Sole	2025-05-14
2024-12-31	$315,473	7,178	0.0%	Shares	Sole	2025-02-14
2024-09-30	$284,823	7,178	-6.1%	Shares	Sole	2024-11-14
2024-06-30	$304,160	7,648	-3.4%	Shares	Sole	2024-08-14
2024-03-31	$300,250	7,918	-6.8%	Shares	Sole	2024-05-14
2023-12-31	$286,060	8,496	+6.2%	Shares	Sole	2024-02-13
2023-09-30	$218,985	7,998	+11.8%	Shares	Sole	2023-11-06
2023-06-30	$205,219	7,153	-3.3%	Shares	Sole	2023-08-04
2023-03-31	$211,497	7,395	+4.2%	Shares	Sole	2023-05-09
2022-12-31	$235,118	7,099	+0.0%	Shares	Sole	2023-02-06
2022-09-30	$214,329	7,097	+0.5%	Shares	Sole	2022-11-14
2022-06-30	$219,808	7,061	+16.5%	Shares	Sole	2022-08-01
2022-03-31	$249,751	6,059	+0.0%	Shares	Sole	2022-05-04
2021-12-31	$269,520	6,058	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.