Visionary Wealth Advisors

Position in BAC — Bank Of America Corp /De/

CIK 1802984 O'FALLON, IL

Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,598,174

+$422,803 QoQ

Shares Held

45,598

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,306

of 3,594 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Visionary Wealth Advisors holds $35,752,939 across 5 Banks - Diversified names. BAC ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	53,977	$17,668,291
2	BNY	Bank of New York Mellon Corp	90,673	$13,112,222
3	BAC	Bank Of America Corp /De/ This page	45,598	$2,598,174
4	C	Citigroup Inc	9,442	$1,321,502
5	WFC	Wells Fargo & Company/Mn	12,739	$1,052,750

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,598,174	45,598	+2.2%	Shares	Sole	2026-08-13
2026-03-31	$2,175,371	44,623	+0.4%	Shares	Sole	2026-05-13
2025-12-31	$2,444,310	44,442	+4.0%	Shares	Sole	2026-02-13
2025-09-30	$2,204,853	42,738	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$2,019,333	42,674	+0.6%	Shares	Sole	2025-08-14
2025-03-31	$1,770,353	42,424	+0.4%	Shares	Sole	2025-05-14
2024-12-31	$1,857,107	42,255	-5.3%	Shares	Sole	2025-02-14
2024-09-30	$1,769,886	44,604	-1.2%	Shares	Sole	2024-11-12
2024-06-30	$1,795,217	45,140	-0.8%	Shares	Sole	2024-08-13
2024-03-31	$1,726,232	45,523	-2.3%	Shares	Sole	2024-05-15
2023-12-31	$1,568,146	46,574	-4.8%	Shares	Sole	2024-02-14
2023-09-30	$1,339,648	48,928	-1.5%	Shares	Sole	2023-11-13
2023-06-30	$1,425,663	49,692	+8.4%	Shares	Sole	2023-08-11
2023-03-31	$1,311,424	45,854	-8.4%	Shares	Sole	2023-05-15
2022-12-31	$1,658,450	50,074	+9.6%	Shares	Sole	2023-02-14
2022-09-30	$1,379,385	45,675	-11.6%	Shares	Sole	2022-11-14
2022-06-30	$1,608,175	51,660	+24.2%	Shares	Sole	2022-08-12
2022-03-31	$1,714,216	41,587	+45.7%	Shares	Sole	2022-05-12
2021-12-31	$1,269,522	28,535	-24.8%	Shares	Sole	2022-02-14
2021-06-30	$1,564,554	37,947	+1.3%	Shares	Sole	2021-08-13
2021-03-31	$1,449,482	37,464	-8.2%	Shares	Sole	2021-05-18
2020-12-31	$1,237,223	40,819	+52.5%	Shares	Sole	2021-02-16
2020-06-30	$635,716	26,767	-0.5%	Shares	Sole	2020-08-14
2020-03-31	$570,853	26,889	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.