Powell Investment Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1802195 MIAMI, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$349,743

+$50,516 QoQ

Shares Held

6,138

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#2,812

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Powell Investment Advisors, LLC holds $4,900,980 across 4 Banks - Diversified names. BAC ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,451	$3,093,595
2	C	Citigroup Inc	8,628	$1,207,574
3	BAC	Bank Of America Corp /De/ This page	6,138	$349,743
4	WFC	Wells Fargo & Company/Mn	3,026	$250,068

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,743	6,138	0.0%	Shares	Sole	2026-07-29
2026-03-31	$299,227	6,138	0.0%	Shares	Sole	2026-04-23
2025-12-31	$337,590	6,138	0.0%	Shares	Sole	2026-02-09
2025-09-30	$316,659	6,138	0.0%	Shares	Sole	2025-11-13
2025-06-30	$290,450	6,138	0.0%	Shares	Sole	2025-07-22
2025-03-31	$256,138	6,138	0.0%	Shares	Sole	2025-05-09
2024-12-31	$269,765	6,138	0.0%	Shares	Sole	2025-01-29
2024-09-30	$243,555	6,138	-3.5%	Shares	Sole	2024-11-01
2024-06-30	$252,897	6,359	+0.5%	Shares	Sole	2024-07-31
2024-03-31	$239,881	6,326	0.0%	Shares	Sole	2024-04-16
2023-12-31	$212,996	6,326	0.0%	Shares	Sole	2024-02-01
2023-09-30	$173,205	6,326	0.0%	Shares	Sole	2023-10-16
2023-06-30	$181,492	6,326	0.0%	Shares	Sole	2023-08-03
2023-03-31	$180,923	6,326	0.0%	Shares	Sole	2023-05-10
2022-12-31	$209,517	6,326	0.0%	Shares	Sole	2023-02-14
2022-09-30	$191,045	6,326	0.0%	Shares	Sole	2022-11-14
2022-06-30	$196,928	6,326	0.0%	Shares	Sole	2022-08-02
2022-03-31	$260,757	6,326	+3.5%	Shares	Sole	2022-05-09
2021-12-31	$271,878	6,111	0.0%	Shares	Sole	2022-01-14
2021-09-30	$259,411	6,111	0.0%	Shares	Sole	2021-10-13
2021-06-30	$251,956	6,111	0.0%	Shares	Sole	2021-07-14
2021-03-31	$236,434	6,111	0.0%	Shares	Sole	2021-04-14
2020-12-31	$185,224	6,111	0.0%	Shares	Sole	2021-01-14
2020-09-30	$147,213	6,111	0.0%	Shares	Sole	2020-10-07
2020-06-30	$145,136	6,111	0.0%	Shares	Sole	2020-07-31
2020-03-31	$129,736	6,111	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.