FDx Advisors, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1566601 BERWYN, PA

Position in BAC

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

Position Value

$468,090

-$29,160 QoQ

Shares Held

8,215

-19.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#2,555

of 3,594 holders

Holding Since

Mar 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

FDx Advisors, Inc. holds $2,364,351 across 5 Banks - Diversified names. BAC ranks #3 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,096	$686,083
2	UBS	UBS Group AG	11,797	$584,659
3	BAC	Bank Of America Corp /De/ This page	8,215	$468,090
4	BNY	Bank of New York Mellon Corp	2,687	$388,567
5	C	Citigroup Inc	1,693	$236,952

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$468,090	8,215	-19.5%	Shares	Sole	2026-08-04
2026-03-31	$497,250	10,200	-0.3%	Shares	Sole	2026-05-01
2025-12-31	$562,595	10,229	-0.1%	Shares	Sole	2026-02-10
2025-09-30	$528,436	10,243	-0.6%	Shares	Sole	2025-11-04
2025-06-30	$487,869	10,310	+2.0%	Shares	Sole	2025-08-07
2025-03-31	$421,598	10,103	+2.1%	Shares	Sole	2025-05-01
2024-12-31	$434,973	9,897	-5.5%	Shares	Sole	2025-02-03
2024-09-30	$415,687	10,476	-63.1%	Shares	Sole	2024-11-04
2023-12-31	$955,184	28,369	+24.5%	Shares	Sole	2024-02-13
2023-09-30	$623,853	22,785	-57.1%	Shares	Sole	2023-11-02
2023-06-30	$1,522,520	53,068	-66.6%	Shares	Sole	2023-07-17
2023-03-31	$5,257	158,715	0.0%	Shares	Sole	2023-05-22
2022-12-31	$5,256,640	158,715	+3.5%	Shares	Sole	2023-02-10
2022-09-30	$4,631,441	153,359	-13.6%	Shares	Sole	2022-11-10
2022-06-30	$5,526,322	177,524	+850.0%	Shares	Sole	2022-08-03
2022-03-31	$770,278	18,687	-87.2%	Shares	Sole	2022-05-03
2021-12-31	$6,476,809	145,579	+10.7%	Shares	Sole	2022-02-01
2021-09-30	$5,582,896	131,517	+7.8%	Shares	Sole	2021-10-08
2021-06-30	$5,030,554	122,012	-11.1%	Shares	Sole	2021-08-05
2021-03-31	$5,309,119	137,222	+10.7%	Shares	Sole	2021-04-14
2020-12-31	$3,757,076	123,955	+11.0%	Shares	Sole	2021-02-08
2020-09-30	$2,691,045	111,708	-7.3%	Shares	Sole	2020-11-12
2020-06-30	$2,862,183	120,513	+2.3%	Shares	Sole	2020-07-22
2020-03-31	$2,500,554	117,784	—	Shares	Sole	2020-05-22
No filing history on record for this holder in this stock.