VALLEY WEALTH MANAGERS, INC.

Position in BAC — Bank Of America Corp /De/

CIK 924166 PARAMUS, NJ

Position in BAC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$85,925

+$12,410 QoQ

Shares Held

1,508

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#3,397

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Financial Services · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $7,141,079 across 5 Banks - Diversified names. BAC ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,642	$6,756,745
2	C	Citigroup Inc	1,178	$164,871
3	BNY	Bank of New York Mellon Corp	680	$98,334
4	BAC	Bank Of America Corp /De/ This page	1,508	$85,925
5	WFC	Wells Fargo & Company/Mn	426	$35,204

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$85,925	1,508	0.0%	Shares	Sole	2026-08-04
2026-03-31	$73,515	1,508	+284.7%	Shares	Sole	2026-05-06
2025-12-31	$21,560	392	0.0%	Shares	Sole	2026-02-04
2025-09-30	$20,223	392	0.0%	Shares	Sole	2025-11-03
2025-06-30	$18,549	392	+512.5%	Shares	Sole	2025-08-06
2025-03-31	$2,670	64	0.0%	Shares	Sole	2025-05-07
2024-12-31	$2,812	64	-95.9%	Shares	Sole	2025-01-31
2024-09-30	$62,059	1,564	+4.3%	Shares	Sole	2024-11-06
2024-06-30	$59,655	1,500	0.0%	Shares	Sole	2024-08-08
2024-03-31	$56,880	1,500	0.0%	Shares	Sole	2024-05-03
2023-12-31	$50,505	1,500	0.0%	Shares	Sole	2024-02-07
2023-09-30	$41,070	1,500	0.0%	Shares	Sole	2023-11-09
2023-06-30	$43,035	1,500	0.0%	Shares	Sole	2023-07-28
2023-03-31	$42,900	1,500	0.0%	Shares	Sole	2023-05-03
2022-12-31	$49,680	1,500	-72.7%	Shares	Sole	2023-02-01
2022-09-30	$166,100	5,500	-95.3%	Shares	Defined	2022-11-09
2022-06-30	$3,662,817	117,662	+7.6%	Shares	Defined	2022-11-16
2022-03-31	$4,508,601	109,379	+0.7%	Shares	Other	2022-05-02
2021-12-31	$4,834,460	108,664	-4.9%	Shares	Sole	2022-02-02
2021-09-30	$4,848,086	114,207	-0.1%	Shares	Sole	2021-11-01
2021-06-30	$4,712,093	114,288	+2.7%	Shares	Sole	2021-08-03
2021-03-31	$4,304,106	111,246	-0.2%	Shares	Sole	2021-04-22
2020-12-31	$3,377,200	111,422	-6.2%	Shares	Sole	2021-02-02
2020-09-30	$2,860,711	118,751	-7.1%	Shares	Sole	2020-11-03
2020-06-30	$3,037,054	127,876	-1.8%	Shares	Sole	2020-07-28
2020-03-31	$2,764,421	130,213	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.