Massachusetts Wealth Management

Position in BAC — Bank Of America Corp /De/

CIK 1966011 NORTH ANDOVER, MA

Position in BAC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,318,514

+$632,283 QoQ

Shares Held

75,790

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.19%

of 13F equity value

Holder Rank

#1,063

of 3,594 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Massachusetts Wealth Management holds $22,242,592 across 6 Banks - Diversified names. BAC ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	51,265	$7,175,049
2	JPM	Jpmorgan Chase & Co	20,405	$6,679,168
3	BAC	Bank Of America Corp /De/ This page	75,790	$4,318,514
4	WFC	Wells Fargo & Company/Mn	33,065	$2,732,491
5	UBS	UBS Group AG	21,080	$1,044,724
6	TD	Toronto Dominion Bank	2,410	$292,646

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,318,514	75,790	+0.2%	Shares	Sole	2026-08-03
2026-03-31	$3,686,231	75,615	+0.5%	Shares	Sole	2026-04-15
2025-12-31	$4,137,650	75,230	+0.4%	Shares	Sole	2026-01-26
2025-09-30	$3,867,289	74,962	+5.2%	Shares	Sole	2025-10-21
2025-06-30	$3,370,934	71,237	-1.1%	Shares	Sole	2025-07-23
2024-12-31	$3,167,124	72,062	+3.4%	Shares	Sole	2025-01-27
2024-09-30	$2,764,188	69,662	-2.7%	Shares	Sole	2024-10-23
2024-06-30	$2,848,406	71,622	-0.5%	Shares	Sole	2024-08-01
2024-03-31	$2,729,178	71,972	+1.3%	Shares	Sole	2024-04-19
2023-12-31	$2,392,792	71,066	+1.0%	Shares	Sole	2024-01-25
2023-09-30	$1,927,168	70,386	-1.6%	Shares	Sole	2023-10-25
2023-06-30	$2,052,367	71,536	+1.9%	Shares	Sole	2023-08-03
2023-03-31	$2,007,319	70,186	-4.1%	Shares	Sole	2023-04-27
2022-12-31	$2,424,450	73,202	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.