JNBA Financial Advisors

Position in BAC — Bank Of America Corp /De/

CIK 1569118 BLOOMINGTON, MN

Position in BAC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,078,346

+$197,336 QoQ

Shares Held

18,925

+4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,864

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JNBA Financial Advisors holds $5,214,287 across 15 Banks - Diversified names. BAC ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,578	$2,807,836
2	BAC	Bank Of America Corp /De/ This page	18,925	$1,078,346
3	WFC	Wells Fargo & Company/Mn	8,314	$687,068
4	BNY	Bank of New York Mellon Corp	3,255	$470,705
5	BMO	Bank Of Montreal /Can/	457	$80,751
6	RY	Royal Bank Of Canada	160	$33,115
7	SAN	Banco Santander, S.A.	703	$9,701
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	361	$8,512

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,078,346	18,925	+4.7%	Shares	Sole	2026-07-23
2026-03-31	$881,010	18,072	-1.1%	Shares	Sole	2026-04-23
2025-12-31	$1,004,795	18,269	-1.1%	Shares	Sole	2026-01-26
2025-09-30	$953,228	18,477	-2.2%	Shares	Sole	2025-10-28
2025-06-30	$894,158	18,896	0.0%	Shares	Sole	2025-07-24
2025-03-31	$788,530	18,896	-0.6%	Shares	Sole	2025-04-25
2024-12-31	$835,445	19,009	-1.0%	Shares	Sole	2025-01-30
2024-09-30	$761,736	19,197	0.0%	Shares	Sole	2024-10-31
2024-06-30	$763,464	19,197	-0.2%	Shares	Sole	2024-07-22
2024-03-31	$729,656	19,242	-7.0%	Shares	Sole	2024-04-26
2023-12-31	$696,699	20,692	-1.4%	Shares	Sole	2024-02-08
2023-09-30	$574,788	20,993	+0.2%	Shares	Sole	2023-11-02
2023-06-30	$600,940	20,946	-1.4%	Shares	Sole	2023-08-03
2023-03-31	$607,263	21,233	+1.7%	Shares	Sole	2023-05-02
2022-12-31	$691,777	20,887	-0.2%	Shares	Sole	2023-02-07
2022-09-30	$631,965	20,926	+1.9%	Shares	Sole	2022-11-07
2022-06-30	$639,472	20,542	+2.9%	Shares	Sole	2022-07-22
2022-03-31	$822,957	19,965	-2.3%	Shares	Sole	2022-04-29
2021-12-31	$908,975	20,431	+3.4%	Shares	Sole	2022-02-03
2021-09-30	$838,642	19,756	0.0%	Shares	Sole	2021-11-10
2021-06-30	$814,539	19,756	+2.8%	Shares	Sole	2021-08-04
2021-03-31	$743,389	19,214	+11.6%	Shares	Sole	2021-05-03
2020-12-31	$521,756	17,214	0.0%	Shares	Sole	2021-01-25
2020-09-30	$414,685	17,214	+0.2%	Shares	Sole	2020-11-05
2020-06-30	$408,215	17,188	0.0%	Shares	Sole	2020-07-24
2020-03-31	$364,901	17,188	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.