Avidian Wealth Enterprises, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1471474 HOUSTON, TX

Position in BAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$5,488,313

+$1,014,038 QoQ

Shares Held

96,320

+4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#949

of 3,589 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $27,760,969 across 10 Banks - Diversified names. BAC ranks #3 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	41,212	$13,489,923
2	C	Citigroup Inc	39,295	$5,499,728
3	BAC	Bank Of America Corp /De/ This page	96,320	$5,488,313
4	WFC	Wells Fargo & Company/Mn	16,062	$1,327,363
5	BNY	Bank of New York Mellon Corp	3,758	$543,444
6	RY	Royal Bank Of Canada	1,858	$384,550
7	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	13,737	$344,249
8	SAN	Banco Santander, S.A.	16,998	$234,572

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,488,313	96,320	+4.9%	Shares	Sole	2026-07-24
2026-03-31	$4,474,275	91,780	+168.3%	Shares	Sole	2026-05-07
2025-12-31	$1,881,440	34,208	+14.6%	Shares	Sole	2026-02-02
2025-09-30	$1,539,600	29,843	+5.1%	Shares	Sole	2025-10-30
2025-06-30	$1,343,083	28,383	-10.6%	Shares	Sole	2025-07-30
2025-03-31	$1,324,551	31,741	+0.8%	Shares	Sole	2025-04-25
2024-12-31	$1,384,117	31,493	+3.1%	Shares	Sole	2025-01-29
2024-09-30	$1,211,985	30,544	+3.1%	Shares	Sole	2024-10-30
2024-06-30	$1,177,987	29,620	+14.5%	Shares	Sole	2024-08-06
2024-03-31	$980,762	25,864	+24.6%	Shares	Sole	2024-05-03
2023-12-31	$698,921	20,758	-0.6%	Shares	Sole	2024-02-06
2023-09-30	$571,639	20,878	-19.6%	Shares	Sole	2023-10-13
2023-06-30	$745,337	25,979	+11.9%	Shares	Sole	2023-08-03
2023-03-31	$664,263	23,226	+5.1%	Shares	Sole	2023-05-08
2022-12-31	$731,786	22,095	+1.7%	Shares	Sole	2023-02-06
2022-09-30	$655,883	21,718	+15.8%	Shares	Sole	2022-11-03
2022-06-30	$583,998	18,760	-0.4%	Shares	Sole	2022-07-29
2022-03-31	$776,048	18,827	+1.4%	Shares	Sole	2022-05-10
2021-12-31	$826,401	18,575	+12.6%	Shares	Sole	2022-02-14
2021-09-30	$700,085	16,492	+4.6%	Shares	Sole	2021-11-10
2021-06-30	$650,155	15,769	+10.8%	Shares	Sole	2021-08-09
2021-03-31	$550,442	14,227	-3.8%	Shares	Sole	2021-05-05
2020-12-31	$448,133	14,785	+21.8%	Shares	Sole	2021-02-09
2020-09-30	$292,476	12,141	+10.0%	Shares	Sole	2021-02-03
2020-03-31	$234,294	11,036	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.