Matthew Goff Investment Advisor, LLC

Position in BAC — Bank Of America Corp /De/

CIK 935359 HOUSTON, TX

Position in BAC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$26,324,760

+$3,381,597 QoQ

Shares Held

462,000

-1.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

7.48%

of 13F equity value

Holder Rank

#450

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Matthew Goff Investment Advisor, LLC holds $65,359,535 across 4 Banks - Diversified names. BAC ranks #2 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	248,785	$35,976,798
2	BAC	Bank Of America Corp /De/ This page	462,000	$26,324,760
3	C	Citigroup Inc	18,556	$2,597,097
4	JPM	Jpmorgan Chase & Co	1,408	$460,880

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,324,760	462,000	-1.8%	Shares	Sole	2026-07-08
2026-03-31	$22,943,163	470,629	-1.3%	Shares	Sole	2026-04-17
2025-12-31	$26,229,610	476,902	-3.1%	Shares	Sole	2026-01-14
2025-09-30	$25,390,328	492,156	-0.3%	Shares	Sole	2025-10-15
2025-06-30	$23,348,823	493,424	-0.6%	Shares	Sole	2025-07-11
2025-03-31	$20,713,227	496,363	-0.5%	Shares	Sole	2025-04-21
2024-12-31	$21,919,095	498,728	+0.0%	Shares	Sole	2025-01-21
2024-09-30	$19,785,400	498,624	+0.4%	Shares	Sole	2024-10-17
2024-06-30	$19,750,736	496,624	+4.2%	Shares	Sole	2024-07-22
2024-03-31	$18,080,711	476,812	+2.2%	Shares	Sole	2024-04-11
2023-12-31	$15,711,735	466,639	-0.4%	Shares	Sole	2024-01-09
2023-09-30	$12,833,444	468,716	-0.2%	Shares	Sole	2023-10-11
2023-06-30	$13,471,159	469,542	+4.1%	Shares	Sole	2023-07-12
2023-03-31	$12,895,911	450,906	+0.0%	Shares	Sole	2023-04-13
2022-12-31	$14,930,462	450,799	+0.7%	Shares	Sole	2023-01-11
2022-09-30	$13,521,657	447,737	+1.2%	Shares	Sole	2022-10-13
2022-06-30	$13,767,896	442,271	+5.3%	Shares	Sole	2022-07-22
2022-03-31	$17,316,686	420,104	+1.0%	Shares	Sole	2022-04-19
2021-12-31	$18,514,113	416,141	-0.5%	Shares	Sole	2022-01-18
2021-09-30	$17,750,170	418,143	+0.5%	Shares	Sole	2021-10-12
2021-06-30	$17,153,246	416,038	+7.9%	Shares	Sole	2021-07-22
2021-03-31	$14,921,920	385,679	-0.9%	Shares	Sole	2021-04-21
2020-12-31	$11,799,258	389,286	+2.9%	Shares	Sole	2021-01-27
2020-09-30	$9,113,752	378,321	+69.2%	Shares	Sole	2020-10-29
2020-06-30	$5,309,407	223,554	+1.1%	Shares	Sole	2020-07-31
2020-03-31	$4,693,953	221,100	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.