MPWM ADVISORY SOLUTIONS, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2056693 ALPHARETTA, GA

Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$41,766

+$6,081 QoQ

Shares Held

733

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#3,468

of 3,595 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Financial Services · as of Jun 30, 2026

MPWM ADVISORY SOLUTIONS, LLC holds $164,321 across 6 Banks - Diversified names. BAC ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	260	$85,105
2	BAC	Bank Of America Corp /De/ This page	733	$41,766
3	MUFG	Mitsubishi Ufj Financial Group Inc	578	$11,496
4	WFC	Wells Fargo & Company/Mn	123	$10,164
5	UBS	UBS Group AG	200	$9,912
6	C	Citigroup Inc	42	$5,878

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,766	733	+0.1%	Shares	Sole	2026-08-13
2026-03-31	$35,685	732	+0.3%	Shares	Sole	2026-05-13
2025-12-31	$40,150	730	+60.8%	Shares	Sole	2026-02-17
2025-09-30	$23,421	454	+31.2%	Shares	Sole	2025-11-14
2025-06-30	$16,372	346	-29.2%	Shares	Sole	2025-08-14
2025-03-31	$20,405	489	+0.4%	Shares	Sole	2025-05-15
2024-12-31	$21,403	487	—	Shares	Sole	2025-02-18
No filing history on record for this holder in this stock.