HBW ADVISORY SERVICES LLC

Position in BAC — Bank Of America Corp /De/

CIK 1790525 SIMI VALLEY, CA

Back to BAC Full portfolio

Position in BAC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$536,922

+$118,550 QoQ

Shares Held

9,423

+9.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,446

of 3,595 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in BAC Over Time

Shares Held

Position Value (USD)

Derivatives in BAC

reported options exposure · as of Jun 30, 2021

CallValue

$53,599

CallShares

1,300

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

HBW ADVISORY SERVICES LLC holds $7,357,492 across 4 Banks - Diversified names. BAC ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	28,104	$3,933,435
2	JPM	Jpmorgan Chase & Co	8,014	$2,623,222
3	BAC	Bank Of America Corp /De/ This page	9,423	$536,922
4	BNY	Bank of New York Mellon Corp	1,825	$263,913

All Filings in BAC

Export CSV

28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$536,922	9,423	+9.8%	Shares	Sole	2026-07-16
2026-03-31	$418,372	8,582	-3.3%	Shares	Sole	2026-05-04
2025-12-31	$488,125	8,875	+5.0%	Shares	Sole	2026-01-23
2025-09-30	$436,245	8,456	-11.5%	Shares	Sole	2025-10-16
2025-06-30	$452,047	9,553	-3.8%	Shares	Sole	2025-07-02
2025-03-31	$414,337	9,929	-3.2%	Shares	Sole	2025-04-09
2024-12-31	$450,795	10,257	-23.1%	Shares	Sole	2025-01-10
2024-09-30	$529,569	13,346	-4.9%	Shares	Sole	2024-10-04
2024-06-30	$558,092	14,033	-9.2%	Shares	Sole	2024-07-05
2024-03-31	$520	15,451	0.0%	Shares	Sole	2024-04-19
2023-12-31	$520,235	15,451	+3.8%	Shares	Sole	2024-01-16
2023-09-30	$407,688	14,890	+14.6%	Shares	Sole	2023-10-12
2023-06-30	$372,883	12,997	+35.4%	Shares	Sole	2023-07-06
2023-03-31	$274,502	9,598	-32.9%	Shares	Sole	2023-04-07
2022-12-31	$473,715	14,303	+21.3%	Shares	Sole	2023-01-05
2022-09-30	$356,058	11,790	+9.4%	Shares	Sole	2022-10-05
2022-06-30	$335,519	10,778	-9.0%	Shares	Sole	2022-07-13
2022-03-31	$488,086	11,841	+10.7%	Shares	Sole	2022-04-18
2021-12-31	$475,776	10,694	+5.6%	Shares	Sole	2022-01-11
2021-09-30	$430,060	10,131	-11.3%	Shares	Sole	2021-10-08
2021-06-30	$53,599	1,300	0.0%	Call	Sole	2021-07-15
2021-06-30	$470,764	11,418	-1.8%	Shares	Sole	2021-07-15
2021-03-31	$449,693	11,623	-10.2%	Shares	Sole	2021-04-13
2021-03-31	$50,297	1,300	-62.9%	Call	Sole	2021-04-13
2020-12-31	$392,393	12,946	+21.2%	Shares	Sole	2021-01-12
2020-09-30	$84,315	3,500	—	Call	Sole	2020-10-14
2020-09-30	$257,353	10,683	+14.9%	Shares	Sole	2020-10-14
2020-06-30	$220,898	9,301	—	Shares	Sole	2020-07-08
No filing history on record for this holder in this stock.