Arete Wealth Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1600151 CHICAGO, IL

Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,022,501

+$3,384,005 QoQ

Shares Held

105,695

+95.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#910

of 3,594 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Arete Wealth Advisors, LLC holds $24,822,962 across 5 Banks - Diversified names. BAC ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	34,011	$11,132,820
2	BAC	Bank Of America Corp /De/ This page	105,695	$6,022,501
3	C	Citigroup Inc	23,464	$3,284,021
4	WFC	Wells Fargo & Company/Mn	35,504	$2,934,050
5	BNY	Bank of New York Mellon Corp	10,024	$1,449,570

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,022,501	105,695	+95.3%	Shares	Sole	2026-08-13
2026-03-31	$2,638,496	54,123	-1.5%	Shares	Sole	2026-05-20
2025-12-31	$3,021,920	54,944	+0.1%	Shares	Sole	2026-02-13
2025-09-30	$2,831,775	54,890	+0.9%	Shares	Sole	2025-11-12
2025-06-30	$2,573,356	54,382	-35.5%	Shares	Sole	2025-08-14
2025-03-31	$3,518,882	84,325	+13.9%	Shares	Sole	2025-05-16
2024-12-31	$3,253,750	74,033	+45.8%	Shares	Sole	2025-02-12
2024-09-30	$2,014,632	50,772	-25.6%	Shares	Sole	2024-11-18
2024-03-31	$2,586,750	68,216	-2.3%	Shares	Sole	2024-05-16
2023-12-31	$2,351,378	69,836	-31.0%	Shares	Sole	2024-02-14
2023-06-30	$2,902,165	101,156	-3.8%	Shares	Sole	2023-08-09
2023-03-31	$3,006,060	105,107	+16.2%	Shares	Sole	2023-05-22
2022-12-31	$2,996,664	90,479	-0.6%	Shares	Sole	2023-02-06
2022-09-30	$2,750,223	91,067	+45.4%	Shares	Sole	2022-11-07
2022-06-30	$1,950,356	62,652	+17.7%	Shares	Sole	2022-08-15
2022-03-31	$2,193,233	53,208	+3.1%	Shares	Sole	2022-05-06
2021-12-31	$2,295,194	51,589	+3.4%	Shares	Sole	2022-02-07
2021-09-30	$2,118,594	49,908	+3.5%	Shares	Sole	2021-11-15
2021-06-30	$1,988,316	48,225	+789.1%	Shares	Sole	2021-08-09
2021-03-31	$209,854	5,424	-89.6%	Shares	Sole	2021-05-10
2020-12-31	$1,579,939	52,126	-44.9%	Shares	Sole	2021-02-08
2020-09-30	$2,280,431	94,663	+2.4%	Shares	Sole	2020-11-09
2020-06-30	$2,195,450	92,440	+5.7%	Shares	Sole	2020-08-11
2020-03-31	$1,857,221	87,481	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.