Sowell Financial Services LLC
Position in BAC — Bank Of America Corp /De/
CIK 1633697
NORTH LITTLE ROCK, AR
Position in BAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$12,925,913
+$1,304,060 QoQ
Shares Held
226,850
-4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#632
of 3,589 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $53,929,286 across 15 Banks - Diversified names. BAC ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,498 | $23,076,110 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
226,850 | $12,925,913 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
103,291 | $8,535,968 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
32,650 | $3,104,688 | |
| 5 | C |
Citigroup Inc
|
12,167 | $1,702,893 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
9,080 | $1,313,058 | |
| 7 | TD |
Toronto Dominion Bank
|
4,189 | $508,670 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
16,896 | $423,413 |
All Filings in BAC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,925,913 | 226,850 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $11,621,853 | 238,397 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $13,047,265 | 237,223 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,341,153 | 239,216 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,523,508 | 243,523 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $10,212,708 | 244,733 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $10,856,045 | 247,009 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,956,942 | 250,931 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $11,142,599 | 280,176 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,299,034 | 271,599 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $9,768,071 | 290,112 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,074,800 | 294,916 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,588,294 | 299,348 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,214,321 | 252,249 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,913,213 | 299,312 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $2,683,710 | 65,107 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,391,481 | 188,615 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $10,776,187 | 253,856 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $9,792,743 | 237,515 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $15,305,764 | 395,600 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $11,565,598 | 381,577 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $8,880,995 | 368,659 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,646,448 | 364,061 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,594,905 | 357,744 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||