Claro Advisors Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1764386 BOSTON, MA

Position in BAC

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

Position Value

$2,750,481

+$470,980 QoQ

Shares Held

48,271

+3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#1,271

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Claro Advisors Inc. holds $18,457,041 across 6 Banks - Diversified names. BAC ranks #2 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	40,391	$13,221,186
2	BAC	Bank Of America Corp /De/ This page	48,271	$2,750,481
3	WFC	Wells Fargo & Company/Mn	9,544	$788,716
4	C	Citigroup Inc	5,369	$751,445
5	BNY	Bank of New York Mellon Corp	4,411	$637,874
6	TD	Toronto Dominion Bank	2,531	$307,339

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,750,481	48,271	+3.2%	Shares	Sole	2026-07-30
2026-03-31	$2,279,501	46,759	+8.7%	Shares	Sole	2026-04-21
2025-12-31	$2,365,990	43,018	-0.0%	Shares	Sole	2026-02-17
2025-09-30	$2,219,453	43,021	+16.4%	Shares	Sole	2025-11-12
2025-06-30	$1,749,278	36,967	-19.5%	Shares	Sole	2025-08-05
2025-03-31	$1,917,410	45,948	-3.5%	Shares	Sole	2025-05-12
2024-12-31	$2,091,580	47,590	-21.1%	Shares	Sole	2025-01-13
2024-09-30	$2,393,180	60,312	+43.9%	Shares	Sole	2024-11-07
2024-06-30	$1,666,840	41,912	-27.0%	Shares	Sole	2024-07-31
2024-03-31	$2,178,200	57,442	+5.1%	Shares	Sole	2024-04-18
2023-12-31	$1,840,031	54,649	-1.8%	Shares	Sole	2024-01-22
2023-09-30	$1,524,052	55,663	-0.5%	Shares	Sole	2023-10-10
2023-06-30	$1,605,750	55,969	-0.3%	Shares	Sole	2023-08-08
2023-03-31	$1,605,375	56,132	+15.0%	Shares	Sole	2023-04-17
2022-12-31	$1,616,289	48,801	+10.0%	Shares	Sole	2023-03-13
2022-09-30	$1,339,309	44,348	0.0%	Shares	Sole	2022-11-18
2022-06-30	$1,380,553	44,348	+4.6%	Shares	Sole	2022-08-12
2022-03-31	$1,747,274	42,389	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,885,886	42,389	+5.0%	Shares	Sole	2022-02-14
2021-09-30	$1,713,791	40,372	-1.5%	Shares	Sole	2021-11-15
2021-06-30	$1,690,223	40,995	+3.0%	Shares	Sole	2021-08-13
2021-03-31	$1,539,862	39,800	-0.1%	Shares	Sole	2021-05-17
2020-12-31	$1,207,004	39,822	+5.2%	Shares	Sole	2021-02-12
2020-09-30	$911,999	37,858	-4.4%	Shares	Sole	2020-11-16
2020-06-30	$940,405	39,596	+0.4%	Shares	Sole	2020-08-14
2020-03-31	$837,481	39,448	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.