Transamerica Financial Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1502149 CEDAR RAPIDS, IA

Position in BAC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$542,050

-$53,041 QoQ

Shares Held

9,513

-22.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,432

of 3,589 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $8,270,134 across 18 Banks - Diversified names. BAC ranks #4 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,488	$2,778,377
2	WFC	Wells Fargo & Company/Mn	15,105	$1,248,277
3	C	Citigroup Inc	8,738	$1,222,970
4	BAC	Bank Of America Corp /De/ This page	9,513	$542,050
5	TD	Toronto Dominion Bank	3,370	$409,219
6	SAN	Banco Santander, S.A.	26,327	$363,312
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	15,076	$355,492
8	MUFG	Mitsubishi Ufj Financial Group Inc	17,593	$349,924

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$542,050	9,513	-22.1%	Shares	Sole	2026-08-17
2026-03-31	$595,091	12,207	+39.2%	Shares	Sole	2026-05-15
2025-12-31	$482,185	8,767	-19.2%	Shares	Sole	2026-02-13
2025-09-30	$559,596	10,847	+28.7%	Shares	Sole	2025-11-14
2025-06-30	$398,907	8,430	-6.0%	Shares	Sole	2025-08-14
2025-03-31	$374,109	8,965	-35.6%	Shares	Sole	2025-05-14
2024-12-31	$612,091	13,927	-2.5%	Shares	Sole	2025-02-12
2024-09-30	$567,066	14,291	-64.9%	Shares	Sole	2024-11-13
2024-03-31	$1,542,888	40,688	+239241.2%	Shares	Sole	2024-05-15
2021-12-31	$756	17	0.0%	Shares	Sole	2022-02-14
2021-09-30	$721	17	-29.2%	Shares	Sole	2021-11-15
2021-06-30	$989	24	-27.3%	Shares	Sole	2021-08-10
2021-03-31	$1,276	33	-97.9%	Shares	Sole	2021-05-17
2020-06-30	$37,643	1,585	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.