Certified Advisory Corp
Position in BAC — Bank Of America Corp /De/
CIK 1731732
ALTAMONTE SPRINGS, FL
Position in BAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$577,948
+$84,452 QoQ
Shares Held
10,143
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,380
of 3,594 holders
Holding Since
Mar 2020
24 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, 2026Certified Advisory Corp holds $8,460,032 across 4 Banks - Diversified names. BAC ranks #4 (6.8% of the industry book) .
All Filings in BAC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,948 | 10,143 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $493,496 | 10,123 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $582,725 | 10,595 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $541,437 | 10,495 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $494,352 | 10,447 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $434,075 | 10,402 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $459,057 | 10,445 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $416,878 | 10,506 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $375,826 | 9,450 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $348,788 | 9,198 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $309,629 | 9,196 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $251,895 | 9,200 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $274,591 | 9,571 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $274,416 | 9,595 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $307,120 | 9,273 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $318,186 | 10,536 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $300,310 | 9,647 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $396,494 | 9,619 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $426,258 | 9,581 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $405,864 | 9,561 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $392,550 | 9,521 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $367,090 | 9,488 | Shares | Defined | 2021-05-10 | |
| 2020-06-30 | $237,523 | 10,001 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $211,047 | 9,941 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||