TRAPHAGEN INVESTMENT ADVISORS LLC

Position in BAC — Bank Of America Corp /De/

CIK 2023380 ORADELL, NJ

Position in BAC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$780,796

+$122,038 QoQ

Shares Held

13,703

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#2,128

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

TRAPHAGEN INVESTMENT ADVISORS LLC holds $7,398,867 across 6 Banks - Diversified names. BAC ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,459	$4,405,534
2	BNY	Bank of New York Mellon Corp	5,864	$847,993
3	BAC	Bank Of America Corp /De/ This page	13,703	$780,796
4	WFC	Wells Fargo & Company/Mn	6,264	$517,656
5	C	Citigroup Inc	3,233	$452,490
6	UBS	UBS Group AG	7,958	$394,398

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$780,796	13,703	+1.4%	Shares	Sole	2026-07-16
2026-03-31	$658,758	13,513	+3.0%	Shares	Sole	2026-04-22
2025-12-31	$721,875	13,125	-1.9%	Shares	Sole	2026-01-27
2025-09-30	$690,016	13,375	+14.7%	Shares	Sole	2025-10-07
2025-06-30	$551,703	11,659	-2.4%	Shares	Sole	2025-07-23
2025-03-31	$498,423	11,944	-0.4%	Shares	Sole	2025-04-17
2024-12-31	$527,004	11,991	+11.7%	Shares	Sole	2025-01-17
2024-09-30	$425,925	10,734	-2.7%	Shares	Sole	2024-10-21
2024-06-30	$438,663	11,030	-2.2%	Shares	Sole	2024-07-23
2024-03-31	$427,548	11,275	+0.3%	Shares	Sole	2024-05-15
2023-12-31	$378,417	11,239	-29.7%	Shares	Sole	2024-06-17
2023-09-30	$437,587	15,982	+0.1%	Shares	Sole	2024-06-17
2023-06-30	$458,294	15,974	-6.6%	Shares	Sole	2024-06-17
2023-03-31	$489,088	17,101	+6.7%	Shares	Sole	2024-06-17
2022-12-31	$530,814	16,027	-2.6%	Shares	Sole	2024-06-17
2022-09-30	$497,092	16,460	-0.3%	Shares	Sole	2024-06-17
2022-06-30	$513,862	16,507	+26.0%	Shares	Sole	2024-06-17
2022-03-31	$539,858	13,097	+5.0%	Shares	Sole	2024-06-17
2021-12-31	$554,879	12,472	+9.8%	Shares	Sole	2024-06-17
2021-09-30	$482,019	11,355	-0.2%	Shares	Sole	2024-06-17
2021-06-30	$468,908	11,373	-14.5%	Shares	Sole	2024-06-17
2021-03-31	$514,577	13,300	-9.8%	Shares	Sole	2024-06-17
2020-12-31	$446,769	14,740	-15.8%	Shares	Sole	2024-06-17
2020-09-30	$421,575	17,500	+41.4%	Shares	Sole	2024-06-17
2020-06-30	$293,906	12,375	-2.4%	Shares	Sole	2024-06-17
2020-03-31	$269,132	12,677	—	Shares	Sole	2024-06-17
No filing history on record for this holder in this stock.