Wealth Management Associates, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 2067339 Cherry Hill, NJ

Position in BAC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,922,733

+$384,183 QoQ

Shares Held

33,744

+6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#1,495

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealth Management Associates, Inc. holds $7,067,650 across 6 Banks - Diversified names. BAC ranks #2 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,631	$2,825,185
2	BAC	Bank Of America Corp /De/ This page	33,744	$1,922,733
3	C	Citigroup Inc	6,716	$939,971
4	TD	Toronto Dominion Bank	5,279	$641,028
5	BNY	Bank of New York Mellon Corp	2,578	$372,804
6	WFC	Wells Fargo & Company/Mn	4,428	$365,929

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,922,733	33,744	+6.9%	Shares	Sole	2026-07-21
2026-03-31	$1,538,550	31,560	-4.7%	Shares	Sole	2026-05-13
2025-12-31	$1,821,435	33,117	-3.1%	Shares	Sole	2026-01-20
2025-09-30	$1,763,243	34,178	-1.1%	Shares	Sole	2025-10-21
2025-06-30	$1,635,852	34,570	-0.4%	Shares	Sole	2025-08-04
2025-03-31	$1,448,031	34,700	-0.0%	Shares	Sole	2025-05-28
2024-12-31	$1,525,548	34,711	-2.8%	Shares	Sole	2025-05-28
2024-09-30	$1,416,456	35,697	+5.5%	Shares	Sole	2025-05-28
2024-06-30	$1,345,975	33,844	0.0%	Shares	Sole	2025-05-28
2024-03-31	$1,283,364	33,844	-5.4%	Shares	Sole	2025-05-28
2023-12-31	$1,204,241	35,766	-0.5%	Shares	Sole	2025-05-28
2023-09-30	$984,584	35,960	+1.3%	Shares	Sole	2025-05-28
2023-06-30	$1,018,179	35,489	-2.6%	Shares	Sole	2025-05-28
2023-03-31	$1,042,012	36,434	+0.2%	Shares	Sole	2025-05-28
2022-12-31	$1,204,706	36,374	-3.5%	Shares	Sole	2025-05-28
2022-09-30	$1,138,691	37,705	+0.7%	Shares	Sole	2025-05-28
2022-06-30	$1,165,444	37,438	-4.2%	Shares	Sole	2025-05-28
2022-03-31	$1,611,413	39,093	+5.5%	Shares	Sole	2025-05-28
2021-12-31	$1,648,354	37,050	-4.3%	Shares	Sole	2025-05-28
2021-09-30	$1,643,536	38,717	+0.1%	Shares	Sole	2025-05-28
2021-06-30	$1,594,322	38,669	+21.6%	Shares	Sole	2025-05-28
2021-03-31	$1,230,651	31,808	-1.6%	Shares	Sole	2025-05-28
2020-12-31	$979,710	32,323	+0.2%	Shares	Sole	2025-05-28
2020-09-30	$777,312	32,267	+10.1%	Shares	Sole	2025-05-28
2020-06-30	$695,780	29,296	+0.7%	Shares	Sole	2025-05-28
2020-03-31	$617,601	29,091	—	Shares	Sole	2025-05-28
No filing history on record for this holder in this stock.