ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Position in BAC — Bank Of America Corp /De/

CIK 1018561 Reston, VA

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$654,985

+$76,518 QoQ

Shares Held

11,495

-3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#2,269

of 3,589 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ACORN FINANCIAL ADVISORY SERVICES INC /ADV holds $2,260,683 across 4 Banks - Diversified names. BAC ranks #2 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	7,019	$982,379
2	BAC	Bank Of America Corp /De/ This page	11,495	$654,985
3	JPM	Jpmorgan Chase & Co	1,178	$385,594
4	HSBC	Hsbc Holdings PLC	2,500	$237,725

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$654,985	11,495	-3.1%	Shares	Sole	2026-07-20
2026-03-31	$578,467	11,866	-2.3%	Shares	Sole	2026-04-24
2025-12-31	$667,700	12,140	+8.2%	Shares	Sole	2026-02-03
2025-09-30	$578,891	11,221	-10.2%	Shares	Sole	2025-10-24
2025-06-30	$591,500	12,500	-7.6%	Shares	Sole	2025-07-28
2025-03-31	$564,815	13,535	-13.2%	Shares	Sole	2025-04-29
2024-12-31	$685,663	15,601	-2.6%	Shares	Sole	2025-02-14
2024-09-30	$635,713	16,021	-0.3%	Shares	Sole	2024-11-01
2024-06-30	$638,865	16,064	+2.5%	Shares	Sole	2024-08-01
2024-03-31	$594,547	15,679	-5.9%	Shares	Sole	2024-05-08
2023-12-31	$561,245	16,669	-1.1%	Shares	Sole	2024-01-17
2023-09-30	$461,599	16,859	-1.9%	Shares	Sole	2023-10-10
2023-06-30	$493,295	17,194	+13.6%	Shares	Sole	2023-07-20
2023-03-31	$432,746	15,131	+9.7%	Shares	Sole	2023-04-26
2022-12-31	$456,724	13,790	-3.4%	Shares	Sole	2023-01-20
2022-09-30	$430,923	14,269	-5.7%	Shares	Sole	2022-10-12
2022-06-30	$471,183	15,136	+1.0%	Shares	Sole	2022-07-12
2022-03-31	$617,599	14,983	-2.8%	Shares	Sole	2022-04-18
2021-12-31	$686,035	15,420	-15.6%	Shares	Sole	2022-01-31
2021-09-30	$775,179	18,261	+1.3%	Shares	Sole	2021-11-15
2021-06-30	$743,418	18,031	-45.6%	Shares	Sole	2021-07-23
2021-03-31	$1,281,258	33,116	-0.1%	Shares	Sole	2021-04-12
2020-12-31	$1,004,806	33,151	-0.3%	Shares	Sole	2021-01-25
2020-09-30	$800,751	33,240	+9.4%	Shares	Sole	2020-10-15
2020-06-30	$721,762	30,390	-0.4%	Shares	Sole	2020-07-10
2020-03-31	$647,833	30,515	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.