Prospera Financial Services Inc

Position in BAC — Bank Of America Corp /De/

CIK 1541625 Dallas, TX

Position in BAC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$21,288,354

+$2,651,424 QoQ

Shares Held

373,611

-2.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#482

of 3,589 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prospera Financial Services Inc holds $134,505,915 across 15 Banks - Diversified names. BAC ranks #2 (15.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	229,858	$75,239,419
2	BAC	Bank Of America Corp /De/ This page	373,611	$21,288,354
3	WFC	Wells Fargo & Company/Mn	164,152	$13,565,521
4	C	Citigroup Inc	77,583	$10,858,516
5	HSBC	Hsbc Holdings PLC	29,125	$2,769,496
6	BNY	Bank of New York Mellon Corp	15,528	$2,245,504
7	RY	Royal Bank Of Canada	8,087	$1,673,766
8	ING	Ing Groep NV	47,124	$1,478,751

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,288,354	373,611	-2.3%	Shares	Sole	2026-07-15
2026-03-31	$18,636,930	382,296	-0.7%	Shares	Sole	2026-04-14
2025-12-31	$21,182,865	385,143	-3.7%	Shares	Sole	2026-02-09
2025-09-30	$20,628,467	399,854	+0.1%	Shares	Sole	2025-11-06
2025-06-30	$18,900,081	399,410	+3.6%	Shares	Sole	2025-08-06
2025-03-31	$16,088,125	385,529	+4.7%	Shares	Sole	2025-05-15
2024-12-31	$16,186,345	368,290	+15.7%	Shares	Sole	2025-02-13
2024-09-30	$12,625,382	318,180	+5.5%	Shares	Sole	2024-11-07
2024-06-30	$11,993,876	301,581	+4.9%	Shares	Sole	2024-08-13
2024-03-31	$10,897,297	287,376	+1.6%	Shares	Sole	2024-08-13
2023-12-31	$9,522,953	282,832	+0.5%	Shares	Sole	2024-02-14
2023-09-30	$7,708,619	281,542	-5.5%	Shares	Sole	2023-11-13
2023-06-30	$8,546,693	297,898	+18.8%	Shares	Sole	2023-08-08
2023-03-31	$7,171,078	250,737	+57.4%	Shares	Sole	2023-05-12
2022-12-31	$5,276,380	159,311	-1.7%	Shares	Sole	2023-02-08
2022-09-30	$4,896,809	162,146	+8.9%	Shares	Sole	2022-10-27
2022-06-30	$4,636,688	148,946	+3.1%	Shares	Sole	2022-08-08
2022-03-31	$5,953,363	144,429	+0.4%	Shares	Sole	2022-05-04
2021-12-31	$6,401,933	143,896	+3.9%	Shares	Sole	2022-02-10
2021-09-30	$5,877,457	138,456	-8.5%	Shares	Sole	2021-11-12
2021-06-30	$6,235,501	151,237	+4.0%	Shares	Sole	2021-08-16
2021-03-31	$5,627,073	145,440	+5.0%	Shares	Sole	2021-05-06
2020-12-31	$4,198,510	138,519	+736.5%	Shares	Sole	2021-02-12
2020-09-30	$398,930	16,560	-86.8%	Shares	Sole	2020-11-04
2020-06-30	$2,979,793	125,465	+15.2%	Shares	Sole	2020-08-10
2020-03-31	$2,311,989	108,902	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.