Archford Capital Strategies, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1606609 SWANSEA, IL

Position in BAC

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

Position Value

$495,042

+$118,790 QoQ

Shares Held

8,688

+12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,499

of 3,589 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Archford Capital Strategies, LLC holds $13,369,884 across 8 Banks - Diversified names. BAC ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	22,153	$7,251,341
2	BNY	Bank of New York Mellon Corp	25,258	$3,652,559
3	SAN	Banco Santander, S.A.	40,444	$558,127
4	BAC	Bank Of America Corp /De/ This page	8,688	$495,042
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	18,366	$460,251
6	WFC	Wells Fargo & Company/Mn	5,056	$417,827
7	C	Citigroup Inc	2,266	$317,149
8	ING	Ing Groep NV	6,934	$217,588

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$495,042	8,688	+12.6%	Shares	Sole	2026-07-17
2026-03-31	$376,252	7,718	-4.7%	Shares	Sole	2026-04-15
2025-12-31	$445,445	8,099	+1.6%	Shares	Sole	2026-01-15
2025-09-30	$411,120	7,969	+5.1%	Shares	Sole	2025-10-17
2025-06-30	$358,685	7,580	+17.6%	Shares	Sole	2025-07-17
2025-03-31	$268,991	6,446	-21.0%	Shares	Sole	2025-04-23
2024-12-31	$358,632	8,160	+0.6%	Shares	Sole	2025-01-21
2024-09-30	$321,725	8,108	+19.1%	Shares	Sole	2024-10-15
2024-06-30	$270,754	6,808	—	Shares	Sole	2024-07-17
No filing history on record for this holder in this stock.