JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in BAC — Bank Of America Corp /De/

CIK 2122180 AMMON, ID

Back to BAC Full portfolio

Position in BAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$889,400

+$242,147 QoQ

Shares Held

15,609

+17.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#2,019

of 3,594 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in BAC Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $2,169,455 across 4 Banks - Diversified names. BAC ranks #1 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	15,609	$889,400
2	JPM	Jpmorgan Chase & Co	1,846	$604,251
3	WFC	Wells Fargo & Company/Mn	4,362	$360,475
4	C	Citigroup Inc	2,253	$315,329

All Filings in BAC

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$889,400	15,609	+17.6%	Shares	Other	2026-07-24
2026-03-31	$647,253	13,277	-67.6%	Shares	Other	2026-05-15
2025-12-31	$2,254,560	40,992	—	Shares	Other	2026-04-29
No filing history on record for this holder in this stock.