PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in BAC — Bank Of America Corp /De/
CIK 2145782
WALTHAM, MA
Position in BAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$798,802
+$168,611 QoQ
Shares Held
14,019
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#2,104
of 3,594 holders
Holding Since
Dec 2024
5 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $2,859,291 across 6 Banks - Diversified names. BAC ranks #3 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,105 | $1,016,359 | |
| 2 | C |
Citigroup Inc
|
6,851 | $958,865 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
14,019 | $798,802 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
516 | $42,642 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
279 | $40,346 | |
| 6 | SAN |
Banco Santander, S.A.
|
165 | $2,277 |
All Filings in BAC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,802 | 14,019 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $630,191 | 12,927 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $734,250 | 13,350 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $9,430 | 226 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $9,888 | 225 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||