Sound Income Strategies, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1730960 Ft Lauderdale, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,549,799

+$227,797 QoQ

Shares Held

27,199

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,617

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sound Income Strategies, LLC holds $36,883,229 across 5 Banks - Diversified names. BAC ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	162,159	$22,695,773
2	BNY	Bank of New York Mellon Corp	53,940	$7,800,263
3	JPM	Jpmorgan Chase & Co	13,029	$4,264,782
4	BAC	Bank Of America Corp /De/ This page	27,199	$1,549,799
5	WFC	Wells Fargo & Company/Mn	6,929	$572,612

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,549,799	27,199	+0.3%	Shares	Sole	2026-07-20
2026-03-31	$1,322,002	27,118	+3.0%	Shares	Sole	2026-04-27
2025-12-31	$1,448,370	26,334	+2.0%	Shares	Sole	2026-01-21
2025-09-30	$1,332,002	25,819	-3.4%	Shares	Sole	2025-10-10
2025-06-30	$1,264,106	26,714	+22.1%	Shares	Sole	2025-07-17
2025-03-31	$913,177	21,883	-5.5%	Shares	Sole	2025-04-17
2024-12-31	$1,017,838	23,159	-14.9%	Shares	Sole	2025-01-21
2024-09-30	$1,079,891	27,215	+9.8%	Shares	Sole	2024-10-10
2024-06-30	$985,460	24,779	+288.1%	Shares	Sole	2024-07-12
2024-03-31	$242,081	6,384	-7.9%	Shares	Sole	2024-04-15
2023-12-31	$233,265	6,928	+22.1%	Shares	Sole	2024-01-10
2023-09-30	$155,326	5,673	-9.3%	Shares	Sole	2023-10-12
2023-06-30	$179,369	6,252	+9.3%	Shares	Sole	2023-07-10
2023-03-31	$163,563	5,719	+2.4%	Shares	Sole	2023-04-10
2022-12-31	$184,908	5,583	+16.5%	Shares	Sole	2023-01-11
2022-09-30	$144,748	4,793	-9.6%	Shares	Sole	2022-10-18
2022-06-30	$165,113	5,304	-41.4%	Shares	Sole	2022-07-11
2022-03-31	$373,370	9,058	-6.8%	Shares	Sole	2022-04-11
2021-12-31	$432,353	9,718	+81.4%	Shares	Sole	2022-01-13
2021-09-30	$227,404	5,357	0.0%	Shares	Sole	2021-10-12
2021-06-30	$220,869	5,357	+25.1%	Shares	Sole	2021-07-13
2021-03-31	$165,670	4,282	-1.2%	Shares	Sole	2021-04-14
2020-12-31	$131,363	4,334	+0.0%	Shares	Sole	2021-01-11
2020-09-30	$104,381	4,333	+2.0%	Shares	Sole	2020-10-08
2020-06-30	$100,913	4,249	-15.8%	Shares	Sole	2020-07-13
2020-03-31	$107,190	5,049	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.