Cornerstone Advisory, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1668189 HUNT VALLEY, MD

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,534,756

+$275,836 QoQ

Shares Held

26,935

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,623

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Advisory, LLC holds $7,118,657 across 4 Banks - Diversified names. BAC ranks #2 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,225	$4,656,269
2	BAC	Bank Of America Corp /De/ This page	26,935	$1,534,756
3	WFC	Wells Fargo & Company/Mn	8,544	$706,076
4	C	Citigroup Inc	1,583	$221,556

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,534,756	26,935	+4.3%	Shares	Sole	2026-07-29
2026-03-31	$1,258,920	25,824	+2.2%	Shares	Sole	2026-05-04
2025-12-31	$1,389,135	25,257	-4.2%	Shares	Sole	2026-01-28
2025-09-30	$1,359,654	26,355	+2.8%	Shares	Sole	2025-11-07
2025-06-30	$1,212,811	25,630	+5.1%	Shares	Sole	2025-07-30
2025-03-31	$1,017,711	24,388	+2.2%	Shares	Sole	2025-05-07
2024-12-31	$1,048,866	23,865	+8.3%	Shares	Sole	2025-02-18
2024-09-30	$874,467	22,038	-8.5%	Shares	Sole	2024-11-12
2024-06-30	$957,740	24,082	+0.1%	Shares	Sole	2024-08-14
2024-03-31	$911,824	24,046	-7.1%	Shares	Sole	2024-05-08
2023-12-31	$871,648	25,888	+0.1%	Shares	Sole	2024-02-13
2023-09-30	$708,211	25,866	+7.8%	Shares	Sole	2023-11-14
2023-06-30	$688,674	24,004	-21.2%	Shares	Sole	2023-07-20
2023-03-31	$871,356	30,467	+6.5%	Shares	Sole	2023-05-04
2022-12-31	$947,795	28,617	+0.3%	Shares	Sole	2023-02-13
2022-09-30	$861,636	28,531	-6.4%	Shares	Sole	2022-10-26
2022-06-30	$948,406	30,466	-25.8%	Shares	Sole	2022-08-02
2022-03-31	$1,692,575	41,062	+4.9%	Shares	Sole	2022-05-20
2021-12-31	$1,742,005	39,155	+0.3%	Shares	Sole	2022-02-23
2021-09-30	$1,657,204	39,039	-0.6%	Shares	Sole	2021-11-16
2021-06-30	$1,619,060	39,269	+1.2%	Shares	Sole	2021-08-16
2021-03-31	$1,500,629	38,786	+1.3%	Shares	Sole	2021-05-13
2020-12-31	$1,161,084	38,307	-12.4%	Shares	Sole	2021-05-11
2020-09-30	$1,053,359	43,726	-2.3%	Shares	Sole	2020-11-12
2020-06-30	$1,063,025	44,759	+19.4%	Shares	Sole	2020-08-10
2020-03-31	$795,869	37,488	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.