EverSource Wealth Advisors, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1710537
BIRMINGHAM, AL
Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,384,324
+$98,783 QoQ
Shares Held
41,845
-10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,365
of 3,595 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $26,433,824 across 19 Banks - Diversified names. BAC ranks #2 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,950 | $11,767,506 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
41,845 | $2,384,324 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
28,424 | $2,348,953 | |
| 4 | C |
Citigroup Inc
|
13,767 | $1,926,824 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
42,918 | $1,075,520 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,766 | $978,425 | |
| 7 | RY |
Royal Bank Of Canada
|
4,481 | $927,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
8,001 | $760,810 |
All Filings in BAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,384,324 | 41,845 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,285,541 | 46,883 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,393,160 | 43,512 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,175,032 | 42,160 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,044,316 | 43,202 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,504,739 | 36,059 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,221,142 | 50,538 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,995,544 | 50,291 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,937,510 | 48,718 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,641,922 | 69,671 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,179,018 | 64,717 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,869,886 | 68,294 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,267,636 | 44,184 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $676,874 | 23,667 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $740,594 | 22,361 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $514,062 | 17,022 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $541,099 | 17,382 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $609,188 | 14,779 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $641,411 | 14,417 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||