WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1632972
PLYMOUTH, MN
Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$164,803,026
-$32,489,735 QoQ
Shares Held
2,892,296
-28.5% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#3
of 592 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 10.58581141072698.ToString("F0")%
Shared 0.ToString("F0")%
None 89.41418858927302.ToString("F0")%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$125,356
PutShares
2,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $841,432,834 across 19 Banks - Diversified names. BAC ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,335,236 | $437,062,799 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
2,892,296 | $164,803,026 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,391,339 | $114,980,254 | |
| 4 | C |
Citigroup Inc
|
522,268 | $73,096,629 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
112,489 | $16,267,034 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
44,397 | $7,844,949 | |
| 7 | RY |
Royal Bank Of Canada
|
22,619 | $4,681,454 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
48,890 | $4,648,950 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,803,026 | 2,892,296 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $125,356 | 2,200 | Put | Sole | 2026-07-15 | |
| 2026-03-31 | $197,292,761 | 4,047,031 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $168,939,870 | 3,071,634 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $154,849,139 | 3,001,534 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $139,269,242 | 2,943,137 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $119,703,089 | 2,868,514 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $160,954,656 | 3,662,222 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $31,744 | 800 | Call | Sole | 2024-10-24 | |
| 2024-09-30 | $126,663,321 | 3,192,120 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $39,770 | 1,000 | Call | Sole | 2024-07-16 | |
| 2024-06-30 | $125,422,529 | 3,153,697 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $119,612,686 | 3,154,343 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $111,222,043 | 3,303,298 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $91,346,388 | 3,336,245 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $793,938 | 27,673 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $915,400 | 32,007 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $1,674,590 | 55,450 | Shares | Sole | 2022-10-17 | |
| 2021-12-31 | $318,103 | 7,150 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,697,405 | 39,986 | Shares | Sole | 2021-11-03 | |
| 2021-03-31 | $10,897,348 | 281,658 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $8,298,817 | 273,798 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,917,419 | 245,638 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,305,298 | 223,381 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $3,298,101 | 155,351 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||