William B. Walkup & Associates, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 2034054 COLUMBIA, SC

Position in BAC

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

Position Value

$857,207

+$183,092 QoQ

Shares Held

15,044

+8.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#2,045

of 3,594 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

William B. Walkup & Associates, Inc. holds $14,787,250 across 5 Banks - Diversified names. BAC ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	30,237	$9,897,477
2	BNY	Bank of New York Mellon Corp	12,369	$1,788,681
3	WFC	Wells Fargo & Company/Mn	18,842	$1,557,102
4	BAC	Bank Of America Corp /De/ This page	15,044	$857,207
5	C	Citigroup Inc	4,907	$686,783

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$857,207	15,044	+8.8%	Shares	Sole	2026-07-30
2026-03-31	$674,115	13,828	-3.4%	Shares	Sole	2026-04-20
2025-12-31	$787,325	14,315	+2.1%	Shares	Sole	2026-02-17
2025-09-30	$723,291	14,020	+1.4%	Shares	Sole	2025-10-29
2025-06-30	$654,340	13,828	0.0%	Shares	Sole	2025-08-12
2025-03-31	$577,042	13,828	0.0%	Shares	Sole	2025-05-13
2024-12-31	$607,740	13,828	-1.1%	Shares	Sole	2025-02-14
2024-09-30	$554,647	13,978	-10.8%	Shares	Sole	2024-11-15
2024-06-30	$623,514	15,678	—	Shares	Sole	2024-08-16
No filing history on record for this holder in this stock.