LAUREL OAK WEALTH MANAGEMENT, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2111403 MARLTON, NJ

Position in BAC

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

Position Value

$2,215,952

+$339,906 QoQ

Shares Held

38,890

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#1,404

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

LAUREL OAK WEALTH MANAGEMENT, LLC holds $15,983,304 across 3 Banks - Diversified names. BAC ranks #2 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	41,003	$13,421,511
2	BAC	Bank Of America Corp /De/ This page	38,890	$2,215,952
3	C	Citigroup Inc	2,471	$345,841

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,215,952	38,890	+1.1%	Shares	Sole	2026-07-21
2026-03-31	$1,876,046	38,483	+7.1%	Shares	Sole	2026-04-21
2025-12-31	$1,976,645	35,939	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.