Regal Investment Advisors LLC

Position in BAC — Bank Of America Corp /De/

CIK 1559789 KENTWOOD, MI

Position in BAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,448,031

+$347,979 QoQ

Shares Held

42,963

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,344

of 3,595 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 50% Shared 0% None 49%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $8,751,947 across 4 Banks - Diversified names. BAC ranks #2 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,845	$5,186,543
2	BAC	Bank Of America Corp /De/ This page	42,963	$2,448,031
3	C	Citigroup Inc	4,651	$650,953
4	WFC	Wells Fargo & Company/Mn	5,644	$466,420

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,448,031	42,963	-0.3%	Shares	Sole	2026-08-14
2026-03-31	$2,100,052	43,078	-2.1%	Shares	Sole	2026-05-14
2025-12-31	$2,420,880	44,016	+4.5%	Shares	Sole	2026-02-17
2025-09-30	$2,174,002	42,140	+3.8%	Shares	Sole	2025-11-13
2025-06-30	$1,921,333	40,603	-25.5%	Shares	Sole	2025-08-11
2025-03-31	$2,274,994	54,517	-30.8%	Shares	Sole	2025-05-12
2024-12-31	$3,461,809	78,767	+78.7%	Shares	Sole	2025-02-13
2024-09-30	$1,748,657	44,069	-7.2%	Shares	Sole	2024-11-12
2024-06-30	$1,887,802	47,468	+2.3%	Shares	Sole	2024-08-15
2024-03-31	$1,759,791	46,408	+0.3%	Shares	Sole	2024-05-15
2023-12-31	$1,558,180	46,278	-9.6%	Shares	Sole	2024-02-14
2023-09-30	$1,402,047	51,207	-1.0%	Shares	Sole	2023-11-13
2023-06-30	$1,483,617	51,712	-0.7%	Shares	Sole	2023-08-11
2023-03-31	$1,489,202	52,070	-1.9%	Shares	Sole	2023-05-11
2022-12-31	$1,757,678	53,070	-0.3%	Shares	Sole	2023-03-01
2022-09-30	$1,607,123	53,216	+0.1%	Shares	Sole	2022-11-15
2022-06-30	$1,654,777	53,157	-0.8%	Shares	Sole	2022-08-09
2022-03-31	$2,208,279	53,573	-3.4%	Shares	Sole	2022-05-09
2021-12-31	$2,466,392	55,437	+2.5%	Shares	Sole	2022-02-10
2021-09-30	$2,296,205	54,092	+0.5%	Shares	Sole	2021-11-05
2021-06-30	$2,219,039	53,821	-2.2%	Shares	Sole	2021-08-09
2020-12-31	$1,667,383	55,011	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.