New World Advisors LLC

Position in BAC — Bank Of America Corp /De/

CIK 1767724 HINGHAM, MA

Position in BAC

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

Position Value

$557,777

+$77,590 QoQ

Shares Held

9,789

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,411

of 3,595 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

New World Advisors LLC holds $3,237,883 across 4 Banks - Diversified names. BAC ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,080	$1,990,166
2	BAC	Bank Of America Corp /De/ This page	9,789	$557,777
3	C	Citigroup Inc	2,527	$353,678
4	WFC	Wells Fargo & Company/Mn	4,069	$336,262

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$557,777	9,789	-0.6%	Shares	Defined	2026-08-12
2026-03-31	$480,187	9,850	-8.4%	Shares	Defined	2026-04-27
2025-12-31	$591,360	10,752	+11.6%	Shares	Defined	2026-02-06
2025-09-30	$497,018	9,634	+9.2%	Shares	Defined	2025-11-06
2025-06-30	$417,457	8,822	-7.3%	Shares	Defined	2025-08-12
2025-03-31	$397,227	9,519	+17.5%	Shares	Defined	2025-04-23
2024-12-31	$355,995	8,100	-1.2%	Shares	Defined	2025-02-04
2024-09-30	$325,376	8,200	-4.7%	Shares	Defined	2024-10-24
2024-06-30	$342,022	8,600	-21.1%	Shares	Defined	2024-08-02
2024-03-31	$413,328	10,900	-15.2%	Shares	Defined	2024-04-22
2023-12-31	$432,659	12,850	-10.2%	Shares	Defined	2024-01-29
2023-09-30	$391,588	14,302	+2.5%	Shares	Defined	2023-10-30
2023-06-30	$400,368	13,955	+3.0%	Shares	Defined	2023-07-31
2023-03-31	$387,673	13,555	-2.0%	Shares	Defined	2023-05-01
2022-12-31	$457,983	13,828	+16.2%	Shares	Sole	2023-01-31
2022-09-30	$359,440	11,902	-14.4%	Shares	Sole	2022-11-14
2022-06-30	$432,769	13,902	-6.2%	Shares	Sole	2022-08-12
2022-03-31	$610,962	14,822	+62.8%	Shares	Sole	2022-05-11
2021-12-31	$404,947	9,102	-8.1%	Shares	Sole	2022-02-11
2021-09-30	$420,339	9,902	-50.9%	Shares	Sole	2021-11-23
2021-06-30	$830,702	20,148	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.