Winning Points Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1793399 BOCA RATON, FL

Position in BAC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$9,467,340

+$1,634,775 QoQ

Shares Held

166,152

+3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

8.93%

of 13F equity value

Holder Rank

#744

of 3,595 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 63% Shared 0% None 37%

Financial Services · as of Jun 30, 2026

Winning Points Advisors, LLC holds $20,965,853 across 5 Banks - Diversified names. BAC ranks #1 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	166,152	$9,467,340
2	JPM	Jpmorgan Chase & Co	20,661	$6,762,965
3	WFC	Wells Fargo & Company/Mn	35,906	$2,967,271
4	UBS	UBS Group AG	30,688	$1,520,897
5	BMO	Bank Of Montreal /Can/	1,400	$247,380

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,467,340	166,152	+3.4%	Shares	Sole	2026-08-17
2026-03-31	$7,832,565	160,668	-6.6%	Shares	Sole	2026-08-17
2025-12-31	$5,898	172,033	+20.7%	Shares	Sole	2026-02-12
2024-09-30	$5,657,574	142,580	-5.2%	Shares	Sole	2024-11-14
2024-03-31	$5,701,234	150,349	0.0%	Shares	Sole	2024-11-14
2023-12-31	$5,062,250	150,349	0.0%	Shares	Sole	2024-11-14
2023-06-30	$4,313,512	150,349	-26.3%	Shares	Sole	2024-11-14
2023-03-31	$5,830,710	203,871	+0.6%	Shares	Sole	2023-04-21
2022-12-31	$6,712,794	202,681	-3.0%	Shares	Sole	2023-02-10
2022-09-30	$6,309,716	208,931	-1.0%	Shares	Sole	2022-10-07
2022-06-30	$6,572,508	211,131	-1.9%	Shares	Sole	2022-08-15
2022-03-31	$8,871,821	215,231	-13.9%	Shares	Sole	2022-04-27
2021-12-31	$11,126,637	250,093	+14.6%	Shares	Sole	2022-02-16
2021-09-30	$9,263,269	218,216	+1.5%	Shares	Sole	2021-11-17
2021-06-30	$8,865,068	215,015	-4.5%	Shares	Sole	2021-08-16
2021-03-31	$8,709,660	225,114	+0.9%	Shares	Sole	2021-05-13
2020-12-31	$6,765,555	223,212	-6.8%	Shares	Sole	2021-02-01
2020-09-30	$5,772,542	239,624	+0.3%	Shares	Sole	2020-11-13
2020-06-30	$5,676,748	239,021	-2.9%	Shares	Sole	2020-08-18
2020-03-31	$5,225,106	246,119	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.