IFP Advisors, Inc

Position in BAC — Bank Of America Corp /De/

CIK 1641866 TAMPA, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$9,801,699

+$1,357,273 QoQ

Shares Held

172,020

-0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#729

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $44,923,245 across 19 Banks - Diversified names. BAC ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	70,542	$23,090,512
2	BAC	Bank Of America Corp /De/ This page	172,020	$9,801,699
3	WFC	Wells Fargo & Company/Mn	73,059	$6,037,595
4	C	Citigroup Inc	28,259	$3,955,129
5	BNY	Bank of New York Mellon Corp	5,080	$734,618
6	BCS	Barclays PLC	9,196	$247,004
7	RY	Royal Bank Of Canada	1,146	$237,187
8	UBS	UBS Group AG	3,040	$150,662

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,801,699	172,020	-0.7%	Shares	Sole	2026-07-20
2026-03-31	$8,444,426	173,219	+6.1%	Shares	Sole	2026-04-13
2025-12-31	$8,981,775	163,305	+28.9%	Shares	Sole	2026-02-06
2025-09-30	$6,536,659	126,704	-1.0%	Shares	Sole	2026-02-06
2025-06-30	$6,056,392	127,988	-5.8%	Shares	Sole	2025-07-24
2025-03-31	$5,670,397	135,883	+10.2%	Shares	Sole	2025-05-05
2024-12-31	$5,418,287	123,283	+129.3%	Shares	Sole	2025-02-04
2024-09-30	$2,133,474	53,767	-45.4%	Shares	Sole	2025-02-04
2024-06-30	$3,913,368	98,400	-1.2%	Shares	Sole	2024-07-30
2024-03-31	$3,777,628	99,621	-4.0%	Shares	Sole	2024-07-30
2023-12-31	$3,495,383	103,813	-16.6%	Shares	Sole	2024-01-09
2023-09-30	$3,408,727	124,497	+0.6%	Shares	Sole	2023-10-12
2023-06-30	$3,548,809	123,695	-10.4%	Shares	Sole	2023-08-04
2023-03-31	$3,947,143	138,012	-28.5%	Shares	Sole	2023-04-18
2022-12-31	$4,346	193,014	+9.4%	Shares	Sole	2023-02-07
2022-09-30	$5,326,585	176,377	+134538.9%	Shares	Sole	2022-11-08
2022-06-30	$4,078	131	-99.9%	Shares	Sole	2022-08-12
2022-03-31	$4,745,658	115,130	+12.9%	Shares	Sole	2022-08-08
2021-12-31	$4,537,312	101,985	-18.9%	Shares	Sole	2022-01-12
2021-09-30	$5,336,644	125,716	+38.0%	Shares	Sole	2021-10-06
2021-06-30	$3,754,774	91,069	+20.4%	Shares	Sole	2021-07-13
2021-03-31	$2,926,008	75,627	-14.9%	Shares	Sole	2021-04-30
2020-12-31	$2,692,376	88,828	-2.8%	Shares	Sole	2021-01-25
2020-09-30	$2,202,018	91,408	-3.0%	Shares	Sole	2020-10-29
2020-06-30	$2,238,556	94,255	+3.1%	Shares	Sole	2020-08-05
2020-03-31	$1,940,655	91,411	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.