Modern Wealth Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2001900 KANSAS CITY, MO

Position in BAC

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

Position Value

$5,527,798

+$2,377,526 QoQ

Shares Held

97,013

+50.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#945

of 3,589 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Financial Services · as of Jun 30, 2026

Modern Wealth Management, LLC holds $77,639,682 across 12 Banks - Diversified names. BAC ranks #2 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	189,020	$61,871,914
2	BAC	Bank Of America Corp /De/ This page	97,013	$5,527,798
3	C	Citigroup Inc	25,247	$3,533,567
4	WFC	Wells Fargo & Company/Mn	34,836	$2,878,843
5	RY	Royal Bank Of Canada	4,360	$902,387
6	BNY	Bank of New York Mellon Corp	3,692	$533,898
7	BMO	Bank Of Montreal /Can/	2,911	$514,373
8	HSBC	Hsbc Holdings PLC	5,372	$510,820

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,527,798	97,013	+50.1%	Shares	Other	2026-08-14
2026-03-31	$3,150,272	64,621	-0.5%	Shares	Other	2026-05-14
2025-12-31	$3,573,790	64,978	-3.4%	Shares	Other	2026-02-17
2025-09-30	$3,468,961	67,241	-0.6%	Shares	Sole	2025-11-12
2025-06-30	$3,199,775	67,620	+9.1%	Shares	Sole	2025-11-12
2025-03-31	$2,586,549	61,983	-0.6%	Shares	Other	2025-06-02
2024-12-31	$2,739,929	62,342	+63.7%	Shares	Other	2025-05-30
2024-09-30	$1,510,735	38,073	+1.3%	Shares	Other	2025-05-30
2024-06-30	$1,494,395	37,576	+13.0%	Shares	Other	2025-05-29
2024-03-31	$1,260,914	33,252	+16.7%	Shares	Other	2025-05-29
2023-12-31	$959,695	28,503	—	Shares	Other	2025-05-28
No filing history on record for this holder in this stock.