Benchmark Financial Wealth Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1757706 BOCA RATON, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,280,967

+$281,787 QoQ

Shares Held

22,481

+9.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#1,735

of 3,594 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Benchmark Financial Wealth Advisors, LLC holds $4,503,347 across 5 Banks - Diversified names. BAC ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,065	$1,657,926
2	BAC	Bank Of America Corp /De/ This page	22,481	$1,280,967
3	RY	Royal Bank Of Canada	3,235	$669,547
4	WFC	Wells Fargo & Company/Mn	8,043	$664,673
5	C	Citigroup Inc	1,645	$230,234

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,280,967	22,481	+9.7%	Shares	Sole	2026-07-17
2026-03-31	$999,180	20,496	+30.3%	Shares	Sole	2026-04-27
2025-12-31	$864,930	15,726	-27.2%	Shares	Sole	2026-01-27
2025-09-30	$1,114,395	21,601	+0.8%	Shares	Sole	2025-10-22
2025-06-30	$1,014,540	21,440	+11.2%	Shares	Sole	2025-08-05
2025-03-31	$804,387	19,276	-8.9%	Shares	Sole	2025-04-25
2024-12-31	$930,201	21,165	+8.5%	Shares	Sole	2025-01-27
2024-09-30	$773,839	19,502	-16.8%	Shares	Sole	2024-10-30
2024-06-30	$931,691	23,427	+9.5%	Shares	Sole	2024-07-23
2024-03-31	$811,260	21,394	+4.3%	Shares	Sole	2024-04-22
2023-12-31	$690,403	20,505	-1.3%	Shares	Sole	2024-01-23
2023-09-30	$568,846	20,776	+2.2%	Shares	Sole	2023-10-13
2023-06-30	$583,239	20,329	-3.1%	Shares	Sole	2023-07-25
2023-03-31	$599,913	20,976	+18.3%	Shares	Sole	2023-04-28
2022-12-31	$587,250	17,731	+27.1%	Shares	Sole	2023-01-23
2022-09-30	$421,320	13,951	+10.0%	Shares	Sole	2022-11-01
2022-06-30	$394,915	12,686	-0.2%	Shares	Sole	2022-07-22
2022-03-31	$523,823	12,708	+91.8%	Shares	Sole	2022-04-22
2021-12-31	$294,790	6,626	+33.2%	Shares	Sole	2022-01-26
2021-09-30	$211,146	4,974	-4.0%	Shares	Sole	2021-10-26
2021-03-31	$200,375	5,179	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.