Allen Mooney & Barnes Investment Advisors LLC

Position in BAC — Bank Of America Corp /De/

CIK 2001461 Thomasville, GA

Position in BAC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$795,896

+$83,171 QoQ

Shares Held

13,968

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,109

of 3,595 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $31,637,674 across 4 Banks - Diversified names. BAC ranks #3 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	57,680	$18,880,394
2	C	Citigroup Inc	83,365	$11,667,765
3	BAC	Bank Of America Corp /De/ This page	13,968	$795,896
4	WFC	Wells Fargo & Company/Mn	3,553	$293,619

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$795,896	13,968	-4.5%	Shares	Sole	2026-07-13
2026-03-31	$712,725	14,620	-0.9%	Shares	Sole	2026-04-13
2025-12-31	$811,580	14,756	+8.8%	Shares	Sole	2026-01-21
2025-09-30	$699,869	13,566	-17.4%	Shares	Sole	2025-10-15
2025-06-30	$776,947	16,419	+4.6%	Shares	Sole	2025-07-08
2025-03-31	$654,827	15,692	-5.8%	Shares	Sole	2025-04-16
2024-12-31	$732,119	16,658	-1.1%	Shares	Sole	2025-01-14
2024-09-30	$668,330	16,843	-0.8%	Shares	Sole	2024-10-15
2024-06-30	$675,175	16,977	-11.1%	Shares	Sole	2024-07-12
2024-03-31	$723,854	19,089	-7.1%	Shares	Sole	2024-04-12
2023-12-31	$692,019	20,553	+6.7%	Shares	Sole	2024-01-22
2023-09-30	$527,366	19,261	+17.9%	Shares	Sole	2023-11-21
2023-06-30	$468,708	16,337	-0.2%	Shares	Sole	2024-05-23
2023-03-31	$468,039	16,365	-2.0%	Shares	Sole	2024-05-23
2022-12-31	$553,170	16,702	-40.6%	Shares	Sole	2024-05-23
2022-09-30	$848,529	28,097	+0.4%	Shares	Sole	2024-05-23
2022-06-30	$871,608	27,999	-0.2%	Shares	Sole	2024-05-23
2022-03-31	$1,156,550	28,058	—	Shares	Sole	2024-05-23
No filing history on record for this holder in this stock.