Evolution Wealth Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1763121 AVENTURA, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,074,585

+$972,844 QoQ

Shares Held

18,859

+803.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,867

of 3,595 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Jun 30, 2026

Evolution Wealth Advisors, LLC holds $3,492,214 across 3 Banks - Diversified names. BAC ranks #2 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,806	$1,900,477
2	BAC	Bank Of America Corp /De/ This page	18,859	$1,074,585
3	C	Citigroup Inc	3,695	$517,152

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,074,585	18,859	+803.6%	Shares	Sole	2026-07-29
2026-03-31	$101,741	2,087	0.0%	Shares	Sole	2026-05-08
2025-12-31	$114,785	2,087	0.0%	Shares	Sole	2026-01-12
2025-09-30	$107,668	2,087	0.0%	Shares	Sole	2025-10-28
2025-06-30	$98,756	2,087	-89.5%	Shares	Sole	2025-08-08
2025-03-31	$829,133	19,869	+708.0%	Shares	Sole	2025-05-09
2021-09-30	$104,384	2,459	+143.9%	Shares	Sole	2021-11-09
2021-06-30	$41,559	1,008	-72.8%	Shares	Sole	2021-07-22
2021-03-31	$143,153	3,700	+10.3%	Shares	Sole	2021-04-20
2020-12-31	$101,690	3,355	-18.0%	Shares	Sole	2021-02-02
2020-09-30	$98,600	4,093	-1.7%	Shares	Sole	2020-10-15
2020-06-30	$98,895	4,164	+30.7%	Shares	Sole	2020-07-27
2020-03-31	$67,660	3,187	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.