TCI Wealth Advisors, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1583751 Tucson, AZ

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$640,341

+$19,656 QoQ

Shares Held

11,238

-11.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#2,294

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $5,201,062 across 5 Banks - Diversified names. BAC ranks #2 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,105	$3,634,999
2	BAC	Bank Of America Corp /De/ This page	11,238	$640,341
3	BNY	Bank of New York Mellon Corp	2,275	$328,987
4	WFC	Wells Fargo & Company/Mn	3,644	$301,140
5	C	Citigroup Inc	2,112	$295,595

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$640,341	11,238	-11.7%	Shares	Sole	2026-07-29
2026-03-31	$620,685	12,732	-6.1%	Shares	Sole	2026-04-27
2025-12-31	$745,580	13,556	+24.9%	Shares	Sole	2026-02-02
2025-09-30	$560,009	10,855	+3.5%	Shares	Sole	2025-10-14
2025-06-30	$496,434	10,491	-13.2%	Shares	Sole	2025-07-16
2025-03-31	$504,390	12,087	-24.7%	Shares	Sole	2025-04-21
2024-12-31	$705,924	16,062	-2.3%	Shares	Sole	2025-01-23
2024-09-30	$652,418	16,442	-19.9%	Shares	Sole	2024-10-24
2024-06-30	$816,716	20,536	+0.6%	Shares	Sole	2024-07-30
2024-03-31	$773,985	20,411	+5.5%	Shares	Sole	2024-05-07
2023-12-31	$651,379	19,346	-23.5%	Shares	Sole	2024-02-06
2023-09-30	$692,604	25,296	+2.9%	Shares	Sole	2023-10-31
2023-06-30	$705,372	24,586	+5.1%	Shares	Sole	2023-08-04
2023-03-31	$668,868	23,387	-6.6%	Shares	Sole	2023-05-03
2022-12-31	$829,424	25,043	+5.3%	Shares	Sole	2023-02-07
2022-09-30	$718,518	23,792	-3.5%	Shares	Sole	2022-11-08
2022-06-30	$767,261	24,647	-2.0%	Shares	Sole	2022-07-19
2022-03-31	$1,036,476	25,145	+1.4%	Shares	Sole	2022-04-29
2021-12-31	$1,103,663	24,807	-8.9%	Shares	Sole	2022-01-24
2021-09-30	$1,156,253	27,238	+4.8%	Shares	Sole	2021-10-29
2021-06-30	$1,071,608	25,991	+10.2%	Shares	Sole	2021-08-02
2021-03-31	$912,464	23,584	+10.4%	Shares	Sole	2021-04-29
2020-12-31	$647,330	21,357	-0.2%	Shares	Sole	2021-01-21
2020-09-30	$515,694	21,407	+15.0%	Shares	Sole	2020-10-20
2020-06-30	$442,201	18,619	+49.9%	Shares	Sole	2020-07-20
2020-03-31	$263,697	12,421	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.