WealthPlan Investment Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1929986 OMAHA, NE

Position in BAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,330,994

-$367,123 QoQ

Shares Held

40,909

-26.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,375

of 3,594 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $13,589,841 across 5 Banks - Diversified names. BAC ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,282	$9,584,876
2	BAC	Bank Of America Corp /De/ This page	40,909	$2,330,994
3	WFC	Wells Fargo & Company/Mn	11,531	$952,921
4	C	Citigroup Inc	3,015	$421,979
5	RY	Royal Bank Of Canada	1,445	$299,071

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,330,994	40,909	-26.1%	Shares	Sole	2026-07-28
2026-03-31	$2,698,117	55,346	+40.1%	Shares	Sole	2026-04-29
2025-12-31	$2,172,005	39,491	+190.3%	Shares	Sole	2026-02-05
2025-09-30	$701,778	13,603	+1.8%	Shares	Sole	2025-10-27
2025-06-30	$632,005	13,356	+11.8%	Shares	Sole	2025-07-28
2025-03-31	$498,339	11,942	+0.6%	Shares	Sole	2025-05-12
2024-12-31	$521,598	11,868	-66.3%	Shares	Sole	2025-01-30
2024-09-30	$1,399,354	35,266	+117.0%	Shares	Sole	2024-11-05
2024-06-30	$646,381	16,253	+0.9%	Shares	Sole	2024-08-09
2024-03-31	$610,967	16,112	+0.5%	Shares	Sole	2024-05-16
2023-12-31	$539,797	16,032	0.0%	Shares	Sole	2024-01-05
2023-09-30	$438,956	16,032	+7288.0%	Shares	Sole	2023-11-15
2023-06-30	$6,225	217	-98.6%	Shares	Sole	2023-08-14
2023-03-31	$456,284	15,954	-38.5%	Shares	Sole	2023-05-08
2022-12-31	$859,165	25,941	+8.1%	Shares	Other	2023-02-15
2022-09-30	$724,860	24,002	+18.9%	Shares	Other	2022-12-12
2022-03-31	$831,819	20,180	—	Shares	Other	2022-09-07
No filing history on record for this holder in this stock.