Sequoia Financial Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1599900 Akron, OH

Position in BAC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$60,681,876

+$12,580,934 QoQ

Shares Held

1,064,968

+7.9% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#35

of 1,413 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $294,713,915 across 18 Banks - Diversified names. BAC ranks #2 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	390,881	$127,947,077
2	BAC	Bank Of America Corp /De/ This page	1,064,968	$60,681,876
3	C	Citigroup Inc	279,216	$39,079,071
4	WFC	Wells Fargo & Company/Mn	301,752	$24,936,785
5	BNY	Bank of New York Mellon Corp	63,485	$9,180,565
6	HSBC	Hsbc Holdings PLC	59,033	$5,613,447
7	RY	Royal Bank Of Canada	20,866	$4,318,636
8	SAN	Banco Santander, S.A.	259,838	$3,585,764

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,681,876	1,064,968	+7.9%	Shares	Sole	2026-07-17
2026-03-31	$48,100,942	986,686	-0.2%	Shares	Sole	2026-04-30
2025-12-31	$54,388,510	988,882	+5.6%	Shares	Sole	2026-02-03
2025-09-30	$48,297,474	936,179	+15.1%	Shares	Sole	2025-10-29
2025-06-30	$38,481,759	813,224	+8.8%	Shares	Sole	2025-07-25
2025-03-31	$31,190,671	747,440	+16.0%	Shares	Sole	2025-04-23
2024-12-31	$28,314,128	644,235	+5.1%	Shares	Sole	2025-08-08
2024-09-30	$24,318,999	612,878	+14.1%	Shares	Sole	2024-10-21
2024-06-30	$21,355,296	536,970	+14.0%	Shares	Sole	2024-07-15
2024-03-31	$17,862,178	471,049	-8.3%	Shares	Sole	2024-04-30
2023-12-31	$17,287,861	513,450	+283.0%	Shares	Sole	2024-01-26
2023-09-30	$3,670,891	134,072	-3.6%	Shares	Sole	2023-11-08
2023-06-30	$3,989,315	139,049	+72.3%	Shares	Sole	2023-08-08
2023-03-31	$2,308,391	80,713	+0.4%	Shares	Sole	2023-04-25
2022-12-31	$2,661,258	80,352	+44.3%	Shares	Sole	2023-02-10
2022-09-30	$1,681,234	55,670	-13.3%	Shares	Sole	2022-10-26
2022-06-30	$1,999,697	64,237	+4.9%	Shares	Sole	2022-07-22
2022-03-31	$2,524,395	61,242	+17.3%	Shares	Sole	2022-05-13
2021-12-31	$2,323,045	52,215	+90.6%	Shares	Sole	2022-02-22
2021-09-30	$1,163,002	27,397	-46.0%	Shares	Sole	2021-10-26
2021-06-30	$2,091,309	50,723	+4.9%	Shares	Sole	2021-07-27
2021-03-31	$1,870,971	48,358	-1.7%	Shares	Sole	2021-05-14
2020-12-31	$1,490,615	49,179	-4.6%	Shares	Sole	2021-02-12
2020-09-30	$1,242,465	51,576	-1.2%	Shares	Sole	2020-10-23
2020-06-30	$1,240,320	52,224	+6.1%	Shares	Sole	2020-08-25
2020-03-31	$1,044,770	49,212	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.