Brio Consultants, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1747799 SAN FRANCISCO, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$428,090

+$80,552 QoQ

Shares Held

7,513

+5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#2,629

of 3,589 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Brio Consultants, LLC holds $1,756,529 across 5 Banks - Diversified names. BAC ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	6,974	$576,331
2	BAC	Bank Of America Corp /De/ This page	7,513	$428,090
3	JPM	Jpmorgan Chase & Co	849	$277,903
4	HSBC	Hsbc Holdings PLC	2,828	$268,914
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	8,192	$205,291

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$428,090	7,513	+5.4%	Shares	Sole	2026-08-12
2026-03-31	$347,538	7,129	-2.0%	Shares	Sole	2026-05-06
2025-12-31	$400,180	7,276	-20.2%	Shares	Sole	2026-02-04
2025-09-30	$470,242	9,115	+4.4%	Shares	Sole	2025-11-10
2025-06-30	$413,008	8,728	+4.8%	Shares	Sole	2025-08-07
2025-03-31	$347,694	8,332	+18.7%	Shares	Sole	2025-07-07
2024-12-31	$308,572	7,021	+6.1%	Shares	Sole	2025-01-24
2024-09-30	$262,522	6,616	-4.2%	Shares	Sole	2024-10-18
2024-06-30	$274,572	6,904	+5.0%	Shares	Sole	2024-08-05
2024-03-31	$249,361	6,576	-2.3%	Shares	Sole	2024-04-29
2023-12-31	$226,733	6,734	+3.1%	Shares	Sole	2024-02-13
2022-12-31	$216,306	6,531	-8.2%	Shares	Sole	2023-02-07
2022-09-30	$214,933	7,117	+0.3%	Shares	Sole	2022-10-25
2022-06-30	$220,991	7,099	-40.8%	Shares	Sole	2022-07-14
2022-03-31	$494,640	12,000	-1.8%	Shares	Sole	2022-05-04
2021-12-31	$543,756	12,222	+21.2%	Shares	Sole	2022-01-19
2021-09-30	$427,938	10,081	-1.3%	Shares	Sole	2021-10-29
2021-06-30	$421,246	10,217	+7.5%	Shares	Sole	2021-07-22
2021-03-31	$367,748	9,505	+0.1%	Shares	Sole	2021-04-26
2020-12-31	$287,763	9,494	+0.0%	Shares	Sole	2021-01-11
2020-09-30	$228,614	9,490	-3.1%	Shares	Sole	2020-10-26
2020-06-30	$232,583	9,793	-3.1%	Shares	Sole	2020-07-14
2020-03-31	$214,465	10,102	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.