Beacon Financial Advisory LLC

Position in BAC — Bank Of America Corp /De/

CIK 1800502 Cleveland, OH

Position in BAC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$652,136

+$129,829 QoQ

Shares Held

11,445

+6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#2,277

of 3,595 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Beacon Financial Advisory LLC holds $5,962,594 across 4 Banks - Diversified names. BAC ranks #3 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,556	$3,782,625
2	C	Citigroup Inc	8,431	$1,180,002
3	BAC	Bank Of America Corp /De/ This page	11,445	$652,136
4	WFC	Wells Fargo & Company/Mn	4,209	$347,831

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$652,136	11,445	+6.8%	Shares	Sole	2026-08-05
2026-03-31	$522,307	10,714	+1.9%	Shares	Sole	2026-04-27
2025-12-31	$578,325	10,515	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$541,075	10,488	+22.6%	Shares	Sole	2025-10-29
2025-06-30	$404,680	8,552	+13.1%	Shares	Sole	2025-07-22
2025-03-31	$315,645	7,564	-0.6%	Shares	Sole	2025-04-24
2024-12-31	$334,503	7,611	+9.6%	Shares	Sole	2025-01-27
2024-09-30	$275,577	6,945	-2.5%	Shares	Sole	2024-10-30
2024-06-30	$283,321	7,124	-73.8%	Shares	Sole	2024-07-26
2024-03-31	$1,030,400	27,173	+14.3%	Shares	Sole	2024-05-01
2023-12-31	$800,403	23,772	-0.7%	Shares	Sole	2024-01-23
2023-09-30	$655,559	23,943	+2.5%	Shares	Sole	2023-10-25
2023-06-30	$669,882	23,349	+4.7%	Shares	Sole	2023-07-17
2023-03-31	$637,722	22,298	+5.7%	Shares	Sole	2023-04-18
2022-12-31	$698,765	21,098	+2.7%	Shares	Sole	2023-01-20
2022-09-30	$620,549	20,548	-5.5%	Shares	Sole	2022-10-21
2022-06-30	$676,641	21,736	-0.6%	Shares	Sole	2022-07-25
2022-03-31	$901,646	21,874	+0.3%	Shares	Sole	2022-04-27
2021-12-31	$970,638	21,817	+0.6%	Shares	Sole	2022-01-21
2021-09-30	$921,037	21,697	0.0%	Shares	Sole	2021-11-15
2021-06-30	$894,567	21,697	-3.3%	Shares	Sole	2021-07-14
2021-03-31	$868,474	22,447	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.