Soltis Investment Advisors LLC

Position in BAC — Bank Of America Corp /De/

CIK 1802530 ST. GEORGE, UT

Position in BAC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,832,647

+$186,311 QoQ

Shares Held

32,163

-4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,515

of 3,594 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 52% Shared 0% None 48%

Financial Services · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $31,245,243 across 10 Banks - Diversified names. BAC ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	36,052	$11,800,901
2	C	Citigroup Inc	81,601	$11,420,875
3	WFC	Wells Fargo & Company/Mn	39,643	$3,276,097
4	BAC	Bank Of America Corp /De/ This page	32,163	$1,832,647
5	HSBC	Hsbc Holdings PLC	15,721	$1,494,909
6	BNY	Bank of New York Mellon Corp	3,119	$451,038
7	UBS	UBS Group AG	5,976	$296,170
8	MUFG	Mitsubishi Ufj Financial Group Inc	11,457	$227,879

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,832,647	32,163	-4.8%	Shares	Sole	2026-07-31
2026-03-31	$1,646,336	33,771	+11.4%	Shares	Sole	2026-04-27
2025-12-31	$1,667,380	30,316	+20.5%	Shares	Sole	2026-04-02
2025-09-30	$1,298,159	25,163	+9.7%	Shares	Sole	2025-11-12
2025-06-30	$1,085,520	22,940	+14.1%	Shares	Sole	2025-08-06
2025-03-31	$839,023	20,106	+5.2%	Shares	Sole	2025-05-13
2024-12-31	$840,192	19,117	+5.7%	Shares	Sole	2025-01-29
2024-09-30	$717,493	18,082	-0.1%	Shares	Sole	2025-01-03
2024-06-30	$719,757	18,098	+8.2%	Shares	Sole	2024-08-12
2024-03-31	$634,439	16,731	+2.7%	Shares	Sole	2024-05-29
2023-12-31	$548,551	16,292	-0.7%	Shares	Sole	2024-01-26
2023-09-30	$449,114	16,403	-23.0%	Shares	Sole	2023-11-08
2023-06-30	$611,097	21,300	+7.0%	Shares	Sole	2023-08-09
2023-03-31	$569,340	19,907	-1.7%	Shares	Sole	2023-05-03
2022-12-31	$670,680	20,250	+20.6%	Shares	Sole	2023-02-09
2022-09-30	$507,118	16,792	+10.5%	Shares	Sole	2022-11-14
2022-06-30	$473,051	15,196	+57.5%	Shares	Sole	2022-08-11
2022-03-31	$397,773	9,650	+30.5%	Shares	Sole	2022-05-06
2021-12-31	$328,914	7,393	+5.8%	Shares	Sole	2022-02-09
2021-09-30	$296,725	6,990	-4.0%	Shares	Sole	2021-11-09
2021-06-30	$300,278	7,283	-33.1%	Shares	Sole	2021-08-04
2021-03-31	$421,218	10,887	-33.3%	Shares	Sole	2021-05-11
2020-12-31	$494,447	16,313	+1.5%	Shares	Sole	2021-02-10
2020-09-30	$387,102	16,069	—	Shares	Sole	2020-10-28
No filing history on record for this holder in this stock.