Affinity Capital Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1810023 BERKELEY, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$591,167

+$89,627 QoQ

Shares Held

10,375

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#2,363

of 3,594 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Affinity Capital Advisors, LLC holds $6,030,284 across 7 Banks - Diversified names. BAC ranks #5 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	6,439	$1,332,679
2	TD	Toronto Dominion Bank	10,817	$1,313,508
3	JPM	Jpmorgan Chase & Co	3,769	$1,233,706
4	CM	Canadian Imperial Bank Of Commerce /Can/	8,505	$978,075
5	BAC	Bank Of America Corp /De/ This page	10,375	$591,167
6	BMO	Bank Of Montreal /Can/	1,710	$302,157
7	WFC	Wells Fargo & Company/Mn	3,376	$278,992

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$591,167	10,375	+0.8%	Shares	Sole	2026-07-08
2026-03-31	$501,540	10,288	-6.7%	Shares	Sole	2026-04-13
2025-12-31	$606,760	11,032	+10.6%	Shares	Sole	2026-01-09
2025-09-30	$514,455	9,972	+1.0%	Shares	Sole	2025-10-09
2025-06-30	$467,143	9,872	+4.2%	Shares	Sole	2025-07-09
2025-03-31	$395,266	9,472	0.0%	Shares	Sole	2025-04-17
2024-12-31	$416,294	9,472	-11.6%	Shares	Sole	2025-01-14
2024-09-30	$425,369	10,720	+42.8%	Shares	Sole	2024-10-07
2024-06-30	$298,473	7,505	+8.5%	Shares	Sole	2024-08-14
2024-03-31	$262,292	6,917	-8.3%	Shares	Sole	2024-04-12
2023-12-31	$254,073	7,546	-3.3%	Shares	Sole	2024-01-11
2023-09-30	$213,618	7,802	-3.8%	Shares	Sole	2023-10-11
2023-06-30	$232,618	8,108	+3.6%	Shares	Sole	2023-07-14
2023-03-31	$223,737	7,823	+0.0%	Shares	Sole	2023-04-11
2022-12-31	$259,064	7,822	+0.0%	Shares	Sole	2023-01-19
2022-09-30	$236,194	7,821	+10.0%	Shares	Sole	2022-10-12
2022-06-30	$221,334	7,110	+0.6%	Shares	Sole	2022-07-11
2022-03-31	$291,425	7,070	-12.3%	Shares	Sole	2022-04-19
2021-12-31	$358,500	8,058	-1.2%	Shares	Sole	2022-01-31
2021-09-30	$346,307	8,158	-12.3%	Shares	Sole	2021-10-28
2021-06-30	$383,356	9,298	+5.7%	Shares	Sole	2021-08-13
2021-03-31	$340,201	8,793	-12.1%	Shares	Sole	2021-04-19
2020-12-31	$303,221	10,004	+5.3%	Shares	Sole	2021-01-27
2020-09-30	$228,782	9,497	-4.7%	Shares	Sole	2020-11-13
2020-03-31	$211,493	9,962	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.