Mattson Financial Services, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2034595 KENTWOOD, MI

Position in BAC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,299,711

+$473,186 QoQ

Shares Held

57,910

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#1,179

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

Mattson Financial Services, LLC holds $14,352,549 across 12 Banks - Diversified names. BAC ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	17,658	$5,779,993
2	BAC	Bank Of America Corp /De/ This page	57,910	$3,299,711
3	C	Citigroup Inc	11,063	$1,548,377
4	WFC	Wells Fargo & Company/Mn	12,242	$1,011,678
5	UBS	UBS Group AG	7,298	$361,688
6	RY	Royal Bank Of Canada	1,718	$355,574
7	CM	Canadian Imperial Bank Of Commerce /Can/	3,083	$354,545
8	ING	Ing Groep NV	10,553	$331,153

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,299,711	57,910	-0.1%	Shares	Sole	2026-08-04
2026-03-31	$2,826,525	57,980	+2.4%	Shares	Sole	2026-05-11
2025-12-31	$3,115,530	56,646	-4.5%	Shares	Sole	2026-02-12
2025-09-30	$3,060,112	59,316	-0.0%	Shares	Sole	2025-10-17
2025-06-30	$2,807,400	59,328	-7.3%	Shares	Sole	2025-07-29
2025-03-31	$2,669,339	63,967	+5.7%	Shares	Sole	2025-05-22
2024-12-31	$2,660,773	60,541	-16.5%	Shares	Sole	2025-03-10
2024-09-30	$2,875,289	72,462	-0.7%	Shares	Sole	2024-10-08
2024-06-30	$2,901,696	72,962	—	Shares	Sole	2024-09-30
No filing history on record for this holder in this stock.