Position in BAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,082,163
+$621,223 QoQ
Shares Held
36,542
+21.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,444
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Kovack Advisors, Inc. holds $15,683,959 across 9 Banks - Diversified names. BAC ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
24,034 | $7,867,049 | |
| 2 | C |
Citigroup Inc
|
15,748 | $2,204,090 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
36,542 | $2,082,163 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
15,526 | $1,283,068 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,478 | $936,783 | |
| 6 | SAN |
Banco Santander, S.A.
|
32,919 | $454,282 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,800 | $322,000 | |
| 8 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
4,955 | $294,822 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,082,163 | 36,542 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,460,940 | 29,968 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,911,470 | 34,754 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,390,763 | 26,958 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,254,500 | 26,511 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,271,930 | 30,480 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,351,682 | 30,755 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,072,510 | 27,029 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,185,305 | 29,804 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,090,351 | 28,754 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $960,335 | 28,522 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $796,840 | 29,103 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $831,464 | 28,981 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $855,597 | 29,916 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,036,523 | 31,296 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $978,902 | 32,414 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,000,891 | 32,152 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,532,188 | 37,171 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,751,170 | 39,361 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,606,138 | 37,836 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,722,012 | 41,766 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,600,063 | 41,356 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,137,140 | 37,517 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $833,634 | 34,605 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $813,413 | 34,249 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $649,128 | 30,576 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||