Wilkerson Advisory Group LLC

Position in BAC — Bank Of America Corp /De/

CIK 2079661 COLUMBIA, MO

Position in BAC

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

Position Value

$177,549

+$13,116 QoQ

Shares Held

3,116

-7.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#3,304

of 3,594 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wilkerson Advisory Group LLC holds $2,640,592 across 5 Banks - Diversified names. BAC ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,279	$2,055,305
2	C	Citigroup Inc	1,774	$248,289
3	BAC	Bank Of America Corp /De/ This page	3,116	$177,549
4	WFC	Wells Fargo & Company/Mn	1,205	$99,581
5	BNY	Bank of New York Mellon Corp	414	$59,868

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$177,549	3,116	-7.6%	Shares	Sole	2026-07-21
2026-03-31	$164,433	3,373	+56.7%	Shares	Sole	2026-05-08
2025-12-31	$118,415	2,153	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.