U.S. Capital Wealth Advisors, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1808915
AUSTIN, TX
Position in BAC
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$32,585,621
-$4,453,359 QoQ
Shares Held
668,423
-0.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $68,267,895 across 10 Banks - Diversified names. BAC ranks #1 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
This page
|
668,423 | $32,585,621 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
80,498 | $23,679,291 | |
| 3 | C |
Citigroup Inc
|
44,497 | $5,046,404 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
25,233 | $2,993,390 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
29,788 | $2,371,422 | |
| 6 | UBS |
UBS Group AG
|
19,945 | $779,251 | |
| 7 | RY |
Royal Bank Of Canada
|
1,641 | $265,480 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
13,376 | $226,990 |
All Filings in BAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,585,621 | 668,423 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $37,038,980 | 673,436 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $34,692,366 | 672,463 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $30,062,916 | 635,311 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $25,947,714 | 621,800 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,048,920 | 160,385 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,675,207 | 168,226 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $7,325,236 | 184,190 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $8,347,822 | 220,143 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,271,472 | 275,363 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,994,302 | 328,499 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $9,912,997 | 345,521 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,107,469 | 318,443 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $8,823,101 | 266,398 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $8,642,847 | 286,187 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $8,914,729 | 286,371 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,899,799 | 312,950 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $14,116,499 | 317,296 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $15,612,006 | 367,774 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||