PFG Advisors

Position in BAC — Bank Of America Corp /De/

CIK 1694435 Phoenix, AZ

Position in BAC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,155,554

-$10,399 QoQ

Shares Held

20,280

-15.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,815

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

PFG Advisors holds $20,024,847 across 4 Banks - Diversified names. BAC ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	31,203	$10,213,677
2	WFC	Wells Fargo & Company/Mn	99,763	$8,244,414
3	BAC	Bank Of America Corp /De/ This page	20,280	$1,155,554
4	C	Citigroup Inc	2,938	$411,202

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,155,554	20,280	-15.2%	Shares	Sole	2026-07-16
2026-03-31	$1,165,953	23,917	+4.7%	Shares	Sole	2026-05-05
2025-12-31	$1,256,420	22,844	-26.4%	Shares	Sole	2026-01-27
2025-09-30	$1,601,353	31,040	+13.1%	Shares	Sole	2025-11-13
2025-06-30	$1,298,129	27,433	+12.4%	Shares	Sole	2025-08-07
2025-03-31	$1,018,754	24,413	+3.8%	Shares	Sole	2025-05-06
2024-12-31	$1,033,923	23,525	-3.4%	Shares	Sole	2025-02-07
2024-09-30	$966,684	24,362	-8.2%	Shares	Sole	2024-10-15
2024-06-30	$1,055,575	26,542	-6.3%	Shares	Sole	2024-08-08
2024-03-31	$1,073,704	28,315	-9.5%	Shares	Sole	2024-05-07
2023-12-31	$1,053,938	31,302	+17.6%	Shares	Sole	2024-01-19
2023-09-30	$728,609	26,611	-26.5%	Shares	Sole	2023-10-13
2023-06-30	$1,038,176	36,186	+15.2%	Shares	Sole	2023-07-20
2023-03-31	$898,011	31,399	+0.0%	Shares	Sole	2023-04-21
2022-12-31	$1,039,603	31,389	+9.3%	Shares	Sole	2023-01-30
2022-09-30	$866,981	28,708	+29.1%	Shares	Sole	2022-10-14
2022-06-30	$692,175	22,235	+8.5%	Shares	Sole	2022-07-13
2022-03-31	$844,762	20,494	-2.6%	Shares	Sole	2022-04-19
2021-12-31	$936,558	21,051	-4.2%	Shares	Sole	2022-01-21
2021-09-30	$932,923	21,977	-5.9%	Shares	Sole	2021-11-05
2021-06-30	$962,638	23,348	+8.1%	Shares	Sole	2021-07-28
2021-03-31	$835,471	21,594	+57.3%	Shares	Sole	2021-04-27
2020-12-31	$416,004	13,725	-10.5%	Shares	Sole	2021-01-26
2020-09-30	$369,420	15,335	+27.9%	Shares	Sole	2020-10-13
2020-06-30	$284,810	11,992	+1.6%	Shares	Sole	2020-07-16
2020-03-31	$250,641	11,806	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.