Game Plan Financial Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1802952 WESTLAKE, OH

Position in BAC

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

Position Value

$194,016

+$27,633 QoQ

Shares Held

3,405

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#3,294

of 3,595 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Game Plan Financial Advisors, LLC holds $5,954,152 across 8 Banks - Diversified names. BAC ranks #2 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	17,575	$5,752,824
2	BAC	Bank Of America Corp /De/ This page	3,405	$194,016
3	C	Citigroup Inc	15	$2,099
4	SAN	Banco Santander, S.A.	127	$1,752
5	UBS	UBS Group AG	26	$1,288
6	MUFG	Mitsubishi Ufj Financial Group Inc	56	$1,113
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	30	$707
8	BMO	Bank Of Montreal /Can/	2	$353

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$194,016	3,405	-0.2%	Shares	Sole	2026-08-07
2026-03-31	$166,383	3,413	+0.1%	Shares	Sole	2026-04-23
2025-12-31	$187,550	3,410	+0.1%	Shares	Sole	2026-01-14
2025-09-30	$175,818	3,408	+0.1%	Shares	Sole	2025-10-29
2025-06-30	$161,171	3,406	+0.1%	Shares	Sole	2025-07-24
2025-03-31	$142,048	3,404	+0.1%	Shares	Sole	2025-05-19
2024-12-31	$149,473	3,401	+0.1%	Shares	Sole	2025-01-30
2024-09-30	$134,872	3,399	-8.7%	Shares	Sole	2024-10-15
2024-06-30	$147,984	3,721	+9.1%	Shares	Sole	2024-08-01
2024-03-31	$129,383	3,412	+0.1%	Shares	Sole	2024-04-12
2023-12-31	$114,746	3,408	-75.9%	Shares	Sole	2024-04-12
2020-03-31	$300,616	14,160	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.