Sound View Wealth Advisors Group, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1784777
SAVANNAH, GA
Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,935,209
+$513,837 QoQ
Shares Held
69,063
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,105
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $29,473,115 across 6 Banks - Diversified names. BAC ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,442 | $20,766,469 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
69,063 | $3,935,209 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
34,280 | $2,832,899 | |
| 4 | C |
Citigroup Inc
|
7,078 | $990,636 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,605 | $521,319 | |
| 6 | TD |
Toronto Dominion Bank
|
3,513 | $426,583 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,935,209 | 69,063 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,421,372 | 70,182 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,865,125 | 70,275 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,707,670 | 71,868 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,411,819 | 72,101 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,119,484 | 74,754 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,126,163 | 71,130 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,784,940 | 70,185 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,587,833 | 65,070 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,645,943 | 69,777 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,044,846 | 60,732 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,705,445 | 62,288 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,663,819 | 57,993 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,556,297 | 54,416 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,011,443 | 60,732 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $1,182,813 | 39,166 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,215,221 | 39,037 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,604,076 | 38,915 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,709,305 | 38,420 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,598,879 | 37,665 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,524,066 | 36,965 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,444,761 | 37,342 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,119,196 | 36,925 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $891,594 | 37,011 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $896,990 | 37,768 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $757,252 | 35,669 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||