Weinberger Asset Management, Inc

Position in BAC — Bank Of America Corp /De/

CIK 2051705 LOS ANGELES, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,635,891

+$817,929 QoQ

Shares Held

98,910

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

6.20%

of 13F equity value

Holder Rank

#937

of 3,594 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Weinberger Asset Management, Inc holds $7,867,389 across 4 Banks - Diversified names. BAC ranks #1 (71.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	98,910	$5,635,891
2	JPM	Jpmorgan Chase & Co	5,121	$1,676,256
3	WFC	Wells Fargo & Company/Mn	3,860	$318,990
4	C	Citigroup Inc	1,688	$236,252

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,635,891	98,910	+0.1%	Shares	Sole	2026-08-05
2026-03-31	$4,817,962	98,830	-0.9%	Shares	Sole	2026-05-08
2025-12-31	$5,483,610	99,702	-0.4%	Shares	Sole	2026-02-09
2025-09-30	$5,163,952	100,096	-0.2%	Shares	Sole	2025-10-15
2025-06-30	$4,745,770	100,291	+0.0%	Shares	Sole	2025-07-10
2025-03-31	$4,185,101	100,290	-0.2%	Shares	Sole	2025-04-08
2024-12-31	$4,417,810	100,519	-0.5%	Shares	Sole	2025-02-04
2024-09-30	$4,007,124	100,986	-1.3%	Shares	Sole	2025-02-04
2024-06-30	$4,067,755	102,282	-0.3%	Shares	Sole	2025-02-04
2024-03-31	$3,889,188	102,563	-4.5%	Shares	Sole	2025-02-04
2023-12-31	$3,615,955	107,394	+0.4%	Shares	Sole	2025-02-04
2023-09-30	$2,927,606	106,925	+0.3%	Shares	Sole	2025-02-04
2023-06-30	$3,057,608	106,574	+0.1%	Shares	Sole	2025-02-04
2023-03-31	$3,043,526	106,417	-2.2%	Shares	Sole	2025-02-04
2022-12-31	$3,602,628	108,775	+0.5%	Shares	Sole	2025-02-04
2022-09-30	$3,268,213	108,219	-1.5%	Shares	Sole	2025-02-04
2022-06-30	$3,420,097	109,865	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.