Proficio Capital Partners LLC

Position in BAC — Bank Of America Corp /De/

CIK 1654175 NEWTON, MA

Position in BAC

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

Position Value

$1,547,405

+$475,939 QoQ

Shares Held

27,157

+19.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,619

of 3,594 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Proficio Capital Partners LLC holds $13,430,590 across 5 Banks - Diversified names. BAC ranks #2 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	28,707	$9,396,662
2	BAC	Bank Of America Corp /De/ This page	27,157	$1,547,405
3	WFC	Wells Fargo & Company/Mn	14,276	$1,179,768
4	C	Citigroup Inc	6,860	$960,125
5	BNY	Bank of New York Mellon Corp	2,397	$346,630

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,547,405	27,157	+19.9%	Shares	Sole	2026-08-17
2025-06-30	$1,071,466	22,643	+5.5%	Shares	Sole	2025-08-07
2025-03-31	$895,734	21,465	+6.0%	Shares	Sole	2025-05-06
2024-12-31	$890,075	20,252	+65.3%	Shares	Sole	2025-02-06
2024-09-30	$486,199	12,253	-27.2%	Shares	Sole	2024-11-01
2024-06-30	$669,130	16,825	+6.8%	Shares	Sole	2024-07-25
2024-03-31	$597,240	15,750	+10.8%	Shares	Sole	2024-05-02
2023-12-31	$478,686	14,217	-3.1%	Shares	Sole	2024-02-13
2023-09-30	$401,746	14,673	-56.2%	Shares	Sole	2023-10-18
2023-06-30	$961,401	33,510	-7.3%	Shares	Sole	2023-08-14
2023-03-31	$1,034,319	36,165	-20.6%	Shares	Sole	2023-04-21
2022-12-31	$1,508,549	45,548	-8.4%	Shares	Sole	2023-01-30
2022-09-30	$1,502,268	49,744	+58.9%	Shares	Sole	2022-10-11
2022-06-30	$974,400	31,301	-36.8%	Shares	Sole	2022-08-15
2022-03-31	$2,040,596	49,505	+33.2%	Shares	Sole	2022-05-13
2021-12-31	$1,653,648	37,169	-1.4%	Shares	Sole	2022-02-11
2021-09-30	$1,599,855	37,688	+6.9%	Shares	Sole	2021-11-15
2021-06-30	$1,453,852	35,262	+5.5%	Shares	Sole	2021-08-16
2021-03-31	$1,293,058	33,421	+94.3%	Shares	Sole	2021-05-14
2020-12-31	$521,422	17,203	-4.9%	Shares	Sole	2021-02-11
2020-09-30	$435,788	18,090	-59.8%	Shares	Sole	2020-11-02
2020-06-30	$1,069,130	45,016	+14.8%	Shares	Sole	2020-08-14
2020-03-31	$832,194	39,199	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.