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Larry Mathis Financial Planning LLC Buys into Bank of America Corporation

The financial planning firm acquired a significant stake in the bank, reflecting growing investor interest despite recent market fluctuations.

askFinz Newsroom· Jun 20, 2026#hedge fund holdings#bac#nyse:bac#finance
Larry Mathis Financial Planning LLC Buys into Bank of America Corporation
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AI Summaryacross 1 source
  • Larry Mathis Financial Planning LLC has invested in Bank of America Corporation.
  • The investment amounts to approximately $1,286,000 and represents about 1.1% of the company's shares.
  • This acquisition reflects a growing interest from financial planning firms in Bank of America despite market volatility.
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