LEVEL FOUR ADVISORY SERVICES, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1696715
DALLAS, TX
Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,046,429
+$1,428,413 QoQ
Shares Held
158,765
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#760
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $65,014,157 across 8 Banks - Diversified names. BAC ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
98,167 | $32,133,004 | |
| 2 | C |
Citigroup Inc
|
133,194 | $18,641,832 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
158,765 | $9,046,429 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
28,459 | $2,351,851 | |
| 5 | RY |
Royal Bank Of Canada
|
8,976 | $1,857,762 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,937 | $424,719 | |
| 7 | BCS |
Barclays PLC
|
12,650 | $339,779 | |
| 8 | ING |
Ing Groep NV
|
6,972 | $218,781 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,046,429 | 158,765 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,618,016 | 156,267 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,012,520 | 163,864 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,715,563 | 168,939 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,639,165 | 182,569 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,258,557 | 173,941 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,352,571 | 167,294 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,935,825 | 174,794 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,391,681 | 110,427 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,277,591 | 139,177 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,482,655 | 133,135 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,769,952 | 137,690 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,551,869 | 158,657 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,326,438 | 81,344 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $3,785,218 | 114,288 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,178,132 | 39,011 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,032,270 | 33,160 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,687,959 | 40,950 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,457,714 | 32,765 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $712,650 | 16,788 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,045,592 | 25,360 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,577,584 | 40,775 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,417,477 | 46,766 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $899,641 | 37,345 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,170,162 | 49,270 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,103,365 | 51,972 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||