Heritage Wealth Advisors

Position in BAC — Bank Of America Corp /De/

CIK 1591122 RICHMOND, VA

Position in BAC

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

Position Value

$1,254,984

+$271,453 QoQ

Shares Held

22,025

+9.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,745

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

Heritage Wealth Advisors holds $42,590,870 across 8 Banks - Diversified names. BAC ranks #2 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	123,143	$40,308,398
2	BAC	Bank Of America Corp /De/ This page	22,025	$1,254,984
3	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	22,288	$558,537
4	WFC	Wells Fargo & Company/Mn	2,927	$240,317
5	RY	Royal Bank Of Canada	600	$124,182
6	C	Citigroup Inc	431	$60,322
7	BNY	Bank of New York Mellon Corp	267	$38,610
8	SAN	Banco Santander, S.A.	400	$5,520

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,254,984	22,025	+9.2%	Shares	Sole	2026-08-14
2026-03-31	$983,531	20,175	+1.3%	Shares	Sole	2026-05-14
2025-12-31	$1,095,600	19,920	+2.6%	Shares	Sole	2026-02-13
2025-09-30	$1,002,084	19,424	0.0%	Shares	Sole	2025-11-13
2025-06-30	$919,143	19,424	-28.5%	Shares	Sole	2025-08-11
2025-03-31	$1,133,845	27,171	-1.9%	Shares	Sole	2025-05-08
2024-12-31	$1,217,371	27,699	-0.5%	Shares	Sole	2025-02-12
2024-09-30	$1,104,334	27,831	+0.3%	Shares	Sole	2024-11-12
2024-06-30	$1,103,856	27,756	-2.7%	Shares	Sole	2024-12-12
2024-03-31	$1,082,009	28,534	-3.2%	Shares	Sole	2024-12-12
2023-12-31	$992,793	29,486	-6.3%	Shares	Sole	2024-12-12
2023-09-30	$861,183	31,453	-12.6%	Shares	Sole	2024-12-12
2023-06-30	$1,032,983	36,005	-0.0%	Shares	Sole	2024-12-12
2023-03-31	$1,030,143	36,019	-32.1%	Shares	Sole	2023-05-04
2022-12-31	$1,756,684	53,040	-4.2%	Shares	Sole	2024-12-12
2022-09-30	$1,671,721	55,355	-1.8%	Shares	Sole	2024-12-12
2022-06-30	$1,754,331	56,355	-1.2%	Shares	Sole	2022-08-04
2022-03-31	$2,351,518	57,048	-34.0%	Shares	Sole	2022-05-11
2021-12-31	$3,845,181	86,428	-0.0%	Shares	Sole	2022-03-28
2021-09-30	$3,668,911	86,429	-0.1%	Shares	Sole	2021-11-02
2021-06-30	$3,565,529	86,479	-11.5%	Shares	Sole	2021-08-09
2021-03-31	$3,781,212	97,731	-1.1%	Shares	Sole	2021-04-27
2020-12-31	$2,994,052	98,781	+202.4%	Shares	Sole	2021-02-01
2020-09-30	$786,923	32,666	+7.7%	Shares	Sole	2020-11-03
2020-06-30	$720,242	30,326	0.0%	Shares	Sole	2020-07-17
2020-03-31	$643,820	30,326	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.