Maia Wealth LLC

Position in BAC — Bank Of America Corp /De/

CIK 2010858 DENVER, CO

Position in BAC

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

Position Value

$751,053

-$20,025 QoQ

Shares Held

13,181

-16.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#2,157

of 3,594 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Maia Wealth LLC holds $6,350,624 across 5 Banks - Diversified names. BAC ranks #2 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,231	$4,658,233
2	BAC	Bank Of America Corp /De/ This page	13,181	$751,053
3	WFC	Wells Fargo & Company/Mn	4,827	$398,903
4	BNY	Bank of New York Mellon Corp	2,307	$333,615
5	C	Citigroup Inc	1,492	$208,820

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$751,053	13,181	-16.7%	Shares	Sole	2026-07-28
2026-03-31	$771,078	15,817	-0.9%	Shares	Sole	2026-05-08
2025-12-31	$878,020	15,964	+1.6%	Shares	Sole	2026-02-17
2025-09-30	$810,582	15,712	-2.7%	Shares	Sole	2025-11-13
2025-06-30	$764,501	16,156	-6.8%	Shares	Sole	2025-08-13
2025-03-31	$723,347	17,334	+1.4%	Shares	Sole	2025-05-12
2024-12-31	$751,281	17,094	+10.0%	Shares	Sole	2025-02-05
2024-09-30	$616,428	15,535	+7.4%	Shares	Sole	2024-10-30
2024-06-30	$575,471	14,470	+14.7%	Shares	Sole	2024-07-16
2023-12-31	$424,713	12,614	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.