HighPoint Advisor Group LLC

Position in BAC — Bank Of America Corp /De/

CIK 1616034 DOWNERS GROVE, IL

Position in BAC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,792,645

+$477,012 QoQ

Shares Held

66,561

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,117

of 3,594 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HighPoint Advisor Group LLC holds $19,239,628 across 5 Banks - Diversified names. BAC ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	37,735	$12,351,797
2	BAC	Bank Of America Corp /De/ This page	66,561	$3,792,645
3	WFC	Wells Fargo & Company/Mn	26,881	$2,221,445
4	C	Citigroup Inc	3,964	$554,801
5	RY	Royal Bank Of Canada	1,541	$318,940

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,792,645	66,561	-2.1%	Shares	Sole	2026-08-05
2026-03-31	$3,315,633	68,013	+0.2%	Shares	Sole	2026-05-14
2025-12-31	$3,731,585	67,847	-58.5%	Shares	Sole	2026-05-14
2025-09-30	$8,426,452	163,335	+4.9%	Shares	Sole	2025-11-05
2025-06-30	$7,369,758	155,743	-1.7%	Shares	Sole	2025-08-07
2025-03-31	$6,610,449	158,410	-0.4%	Shares	Sole	2025-05-05
2024-12-31	$6,989,939	159,043	+4.8%	Shares	Sole	2025-02-12
2024-09-30	$6,020,567	151,728	-25.5%	Shares	Sole	2024-11-04
2024-06-30	$8,096,734	203,589	+82.4%	Shares	Sole	2024-08-08
2024-03-31	$4,231,796	111,598	-0.1%	Shares	Sole	2024-05-14
2023-12-31	$3,760,568	111,689	-25.6%	Shares	Sole	2024-03-26
2022-06-30	$4,671,990	150,080	+78.6%	Shares	Sole	2022-08-15
2021-09-30	$3,567,498	84,040	-8.6%	Shares	Sole	2021-11-15
2021-06-30	$3,789,284	91,906	+24.8%	Shares	Sole	2021-07-29
2021-03-31	$2,850,137	73,666	+2.6%	Shares	Sole	2021-04-12
2020-12-31	$2,176,258	71,800	+35.2%	Shares	Sole	2021-02-10
2020-09-30	$1,278,986	53,092	-1.5%	Shares	Sole	2020-11-06
2020-06-30	$1,280,576	53,919	+4.0%	Shares	Sole	2020-08-13
2020-03-31	$1,100,372	51,831	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.