PKS Advisory Services, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1605401 ALBANY, NY

Position in BAC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$451,167

+$227,482 QoQ

Shares Held

7,918

+94.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,600

of 3,594 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PKS Advisory Services, LLC holds $7,660,908 across 4 Banks - Diversified names. BAC ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNY	Bank of New York Mellon Corp	25,939	$3,751,038
2	JPM	Jpmorgan Chase & Co	9,943	$3,254,642
3	BAC	Bank Of America Corp /De/ This page	7,918	$451,167
4	C	Citigroup Inc	1,458	$204,061

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$451,167	7,918	+94.7%	Shares	Sole	2026-08-04
2025-12-31	$223,685	4,067	-0.3%	Shares	Sole	2026-02-02
2025-09-30	$210,487	4,080	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.