Lloyd Advisory Services, LLC.

Position in BAC — Bank Of America Corp /De/

CIK 1802474 SUWANEE, GA

Position in BAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$9,686

-$5,036 QoQ

Shares Held

170

-43.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#3,551

of 3,594 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lloyd Advisory Services, LLC. holds $142,499 across 5 Banks - Diversified names. BAC ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	185	$60,556
2	WFC	Wells Fargo & Company/Mn	468	$38,675
3	BNY	Bank of New York Mellon Corp	209	$30,223
4	BAC	Bank Of America Corp /De/ This page	170	$9,686
5	C	Citigroup Inc	24	$3,359

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,686	170	-43.7%	Shares	Sole	2026-08-07
2026-03-31	$14,722	302	+42.5%	Shares	Sole	2026-05-13
2025-12-31	$11,660	212	-96.2%	Shares	Sole	2026-02-06
2024-03-31	$208,939	5,510	-83.6%	Shares	Sole	2024-04-12
2023-09-30	$922,623	33,697	+299.1%	Shares	Other	2023-11-13
2022-06-30	$262,861	8,444	+50.9%	Shares	Other	2022-08-15
2022-03-31	$230,584	5,594	+97.0%	Shares	Other	2022-05-02
2021-12-31	$126,307	2,839	+189.7%	Shares	Other	2022-01-26
2021-09-30	$41,601	980	-15.0%	Shares	Other	2021-10-21
2021-06-30	$47,538	1,153	+1.5%	Shares	Other	2021-08-09
2021-03-31	$43,951	1,136	-9.3%	Shares	Other	2021-05-04
2020-12-31	$37,978	1,253	+1.0%	Shares	Other	2021-02-04
2020-09-30	$29,895	1,241	-15.0%	Shares	Other	2020-10-28
2020-03-31	$30,995	1,460	—	Shares	Other	2020-06-03
No filing history on record for this holder in this stock.