LFA - Lugano Financial Advisors SA
Position in BAC — Bank Of America Corp /De/
CIK 1737871
LUGANO, V8
Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$283,247
+$60,411 QoQ
Shares Held
4,971
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#3,002
of 3,594 holders
Holding Since
Mar 2020
13 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, 2026LFA - Lugano Financial Advisors SA holds $1,137,227 across 4 Banks - Diversified names. BAC ranks #2 (24.9% of the industry book) .
All Filings in BAC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,247 | 4,971 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $222,836 | 4,571 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $251,405 | 4,571 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $235,817 | 4,571 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $209,438 | 4,426 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $134,036 | 3,212 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $162,527 | 3,698 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $146,736 | 3,698 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $130,366 | 3,278 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $50,357 | 1,328 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $9,966 | 296 | Shares | Sole | 2024-01-22 | |
| 2020-06-30 | $235,718 | 9,925 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $210,707 | 9,925 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||