Westover Capital Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1483467 WILMINGTON, DE

Position in BAC

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

Position Value

$1,211,337

+$243,601 QoQ

Shares Held

21,259

+7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,763

of 3,589 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westover Capital Advisors, LLC holds $20,362,907 across 10 Banks - Diversified names. BAC ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	40,663	$13,310,219
2	RY	Royal Bank Of Canada	6,184	$1,279,902
3	BAC	Bank Of America Corp /De/ This page	21,259	$1,211,337
4	HSBC	Hsbc Holdings PLC	9,313	$885,573
5	WFC	Wells Fargo & Company/Mn	10,247	$846,812
6	C	Citigroup Inc	5,747	$804,350
7	TD	Toronto Dominion Bank	5,140	$624,150
8	BNS	Bank Of Nova Scotia	6,400	$555,776

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,211,337	21,259	+7.1%	Shares	Sole	2026-08-04
2026-03-31	$967,736	19,851	+15.5%	Shares	Sole	2026-05-05
2025-12-31	$945,340	17,188	-0.4%	Shares	Sole	2026-02-09
2025-09-30	$890,340	17,258	-0.7%	Shares	Sole	2025-11-06
2025-06-30	$822,800	17,388	-0.8%	Shares	Sole	2025-08-11
2025-03-31	$731,443	17,528	+0.4%	Shares	Sole	2025-05-06
2024-12-31	$767,542	17,464	+7.1%	Shares	Sole	2025-02-06
2024-09-30	$646,903	16,303	0.0%	Shares	Sole	2024-11-08
2024-06-30	$648,370	16,303	-26.3%	Shares	Sole	2024-08-08
2023-09-30	$605,727	22,123	-50.9%	Shares	Sole	2023-11-13
2023-06-30	$1,292,656	45,056	-9.6%	Shares	Sole	2023-08-11
2023-03-31	$1,424,766	49,817	-0.1%	Shares	Sole	2023-05-22
2022-12-31	$1,651,893	49,876	-3.9%	Shares	Sole	2023-05-18
2022-09-30	$1,567,168	51,893	+1.8%	Shares	Sole	2022-11-14
2022-06-30	$1,587,100	50,983	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.