Smallwood Wealth Investment Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1921304 RED BANK, NJ

Position in BAC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$90,712

-$1,523 QoQ

Shares Held

1,592

-15.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#3,388

of 3,595 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $1,062,299 across 5 Banks - Diversified names. BAC ranks #5 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,029	$664,152
2	BNY	Bank of New York Mellon Corp	752	$108,746
3	WFC	Wells Fargo & Company/Mn	1,234	$101,977
4	C	Citigroup Inc	691	$96,712
5	BAC	Bank Of America Corp /De/ This page	1,592	$90,712

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$90,712	1,592	-15.9%	Shares	Sole	2026-07-23
2026-03-31	$92,235	1,892	0.0%	Shares	Sole	2026-04-22
2025-12-31	$104,060	1,892	+18.8%	Shares	Sole	2026-01-23
2025-09-30	$82,131	1,592	-6.7%	Shares	Sole	2025-10-17
2025-06-30	$80,775	1,707	-13.7%	Shares	Sole	2025-10-03
2025-03-31	$82,500	1,977	-73.2%	Shares	Sole	2025-04-25
2024-03-31	$280,077	7,386	0.0%	Shares	Sole	2024-04-25
2023-12-31	$248,686	7,386	+5.7%	Shares	Sole	2024-01-23
2023-06-30	$200,428	6,986	-23.1%	Shares	Sole	2023-07-17
2022-12-31	$300,928	9,086	+1.1%	Shares	Sole	2023-02-14
2022-09-30	$271,377	8,986	0.0%	Shares	Sole	2022-11-14
2022-06-30	$279,734	8,986	+28.6%	Shares	Sole	2022-08-08
2022-03-31	$287,962	6,986	+3.2%	Shares	Sole	2022-04-21
2021-12-31	$301,063	6,767	—	Shares	Sole	2022-04-05
No filing history on record for this holder in this stock.