Krilogy Financial LLC

Position in BAC — Bank Of America Corp /De/

CIK 1659047 ST. LOUIS, MO

Position in BAC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,801,875

+$885,398 QoQ

Shares Held

84,273

+4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,006

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Krilogy Financial LLC holds $20,409,581 across 5 Banks - Diversified names. BAC ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	25,202	$8,249,370
2	BAC	Bank Of America Corp /De/ This page	84,273	$4,801,875
3	C	Citigroup Inc	33,784	$4,728,408
4	WFC	Wells Fargo & Company/Mn	23,477	$1,940,139
5	BNY	Bank of New York Mellon Corp	4,770	$689,789

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,801,875	84,273	+4.9%	Shares	Sole	2026-07-27
2026-03-31	$3,916,477	80,338	+6.1%	Shares	Sole	2026-04-17
2025-12-31	$4,165,205	75,731	+12.0%	Shares	Sole	2026-01-27
2025-09-30	$3,489,702	67,643	+64.5%	Shares	Sole	2025-11-06
2025-06-30	$1,946,224	41,129	+2.9%	Shares	Sole	2025-07-09
2025-03-31	$1,668,448	39,982	+18.3%	Shares	Sole	2025-04-16
2024-12-31	$1,484,982	33,788	-5.8%	Shares	Sole	2025-01-15
2024-09-30	$1,422,686	35,854	-0.9%	Shares	Sole	2024-10-15
2024-06-30	$1,439,117	36,186	+4.1%	Shares	Sole	2024-07-22
2024-03-31	$1,318,592	34,773	+5.7%	Shares	Sole	2024-04-24
2023-12-31	$1,107,810	32,902	+7.0%	Shares	Sole	2024-01-26
2023-09-30	$841,661	30,740	-6.1%	Shares	Sole	2023-11-01
2023-06-30	$938,736	32,720	-19.0%	Shares	Sole	2023-07-19
2023-03-31	$1,154,810	40,378	+0.8%	Shares	Sole	2023-05-03
2022-12-31	$1,326,323	40,046	+4.5%	Shares	Sole	2023-02-13
2022-09-30	$1,157,324	38,322	+4.5%	Shares	Sole	2022-10-06
2022-06-30	$1,141,505	36,669	+22.1%	Shares	Sole	2022-07-14
2022-03-31	$1,237,589	30,024	-8.6%	Shares	Sole	2022-04-28
2021-12-31	$1,461,763	32,856	+6.9%	Shares	Sole	2022-01-27
2021-09-30	$1,305,167	30,746	+0.3%	Shares	Sole	2021-10-25
2021-06-30	$1,264,482	30,669	+4.7%	Shares	Sole	2021-07-20
2021-03-31	$1,132,959	29,283	+4.6%	Shares	Sole	2021-04-21
2020-12-31	$848,195	27,984	+16.4%	Shares	Sole	2021-02-11
2020-09-30	$579,388	24,051	+1.5%	Shares	Sole	2020-11-13
2020-06-30	$562,946	23,703	-2.6%	Shares	Sole	2020-08-06
2020-03-31	$516,440	24,326	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.