MAGNOLIA CAPITAL ADVISORS LLC

Position in BAC — Bank Of America Corp /De/

CIK 1803662 RIDGELAND, MS

Position in BAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$813,389

+$116,021 QoQ

Shares Held

14,275

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#2,088

of 3,595 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MAGNOLIA CAPITAL ADVISORS LLC holds $8,212,223 across 4 Banks - Diversified names. BAC ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	17,886	$5,854,624
2	WFC	Wells Fargo & Company/Mn	13,888	$1,147,704
3	BAC	Bank Of America Corp /De/ This page	14,275	$813,389
4	C	Citigroup Inc	2,833	$396,506

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$813,389	14,275	-0.2%	Shares	Sole	2026-08-14
2026-03-31	$697,368	14,305	-1.4%	Shares	Sole	2026-05-15
2025-12-31	$798,215	14,513	+0.6%	Shares	Sole	2026-02-13
2025-09-30	$743,979	14,421	+0.0%	Shares	Sole	2025-11-13
2025-06-30	$682,070	14,414	+0.2%	Shares	Sole	2025-08-05
2025-03-31	$600,202	14,383	-0.2%	Shares	Sole	2025-05-13
2024-12-31	$633,583	14,416	+54.8%	Shares	Sole	2025-05-13
2023-12-31	$313,535	9,312	+31.7%	Shares	Sole	2024-02-02
2023-03-31	$202,173	7,069	-5.6%	Shares	Sole	2023-05-15
2022-12-31	$248,135	7,492	+26.1%	Shares	Sole	2023-02-14
2022-03-31	$244,805	5,939	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$264,003	5,934	+17.2%	Shares	Sole	2022-01-26
2021-09-30	$214,966	5,064	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.