Whitener Capital Management, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 825217 Rocky Mount, NC

Position in BAC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,035,041

+$90,071 QoQ

Shares Held

18,165

-6.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,904

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

Whitener Capital Management, Inc. holds $32,519,213 across 5 Banks - Diversified names. BAC ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	77,075	$25,228,959
2	RY	Royal Bank Of Canada	20,899	$4,325,466
3	BNY	Bank of New York Mellon Corp	10,470	$1,514,066
4	BAC	Bank Of America Corp /De/ This page	18,165	$1,035,041
5	C	Citigroup Inc	2,970	$415,681

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,035,041	18,165	-6.3%	Shares	Sole	2026-07-10
2026-03-31	$944,970	19,384	-0.0%	Shares	Sole	2026-04-16
2025-12-31	$1,066,175	19,385	-0.3%	Shares	Sole	2026-01-23
2025-09-30	$1,002,651	19,435	+7.2%	Shares	Sole	2025-10-15
2025-06-30	$858,148	18,135	0.0%	Shares	Sole	2025-07-14
2025-03-31	$756,773	18,135	+4.3%	Shares	Sole	2025-05-01
2024-12-31	$764,510	17,395	-1.1%	Shares	Sole	2025-01-15
2024-09-30	$698,169	17,595	+2.9%	Shares	Sole	2024-10-29
2024-06-30	$679,868	17,095	+4.9%	Shares	Sole	2024-07-17
2024-03-31	$618,209	16,303	-8.1%	Shares	Sole	2024-04-16
2023-12-31	$597,103	17,734	-5.7%	Shares	Sole	2024-01-10
2023-09-30	$514,990	18,809	+1.3%	Shares	Sole	2023-11-02
2023-06-30	$532,715	18,568	0.0%	Shares	Sole	2023-07-13
2023-03-31	$531,044	18,568	-5.5%	Shares	Sole	2023-04-12
2022-12-31	$650,509	19,641	+0.3%	Shares	Sole	2023-03-01
2022-09-30	$591,165	19,575	+0.9%	Shares	Sole	2022-10-28
2022-06-30	$603,922	19,400	+0.9%	Shares	Sole	2022-08-09
2022-03-31	$792,660	19,230	+0.9%	Shares	Sole	2022-05-11
2021-12-31	$848,201	19,065	-6.8%	Shares	Sole	2022-02-14
2021-09-30	$868,314	20,455	+6.1%	Shares	Sole	2021-11-12
2021-06-30	$794,996	19,282	-7.1%	Shares	Sole	2021-08-12
2021-03-31	$803,127	20,758	+1.5%	Shares	Sole	2021-05-11
2020-12-31	$619,991	20,455	-11.1%	Shares	Sole	2021-02-08
2020-09-30	$554,383	23,013	-6.4%	Shares	Sole	2020-10-09
2020-06-30	$583,751	24,579	-1.2%	Shares	Sole	2020-07-17
2020-03-31	$528,181	24,879	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.