Souders Financial Advisors

Position in BAC — Bank Of America Corp /De/

CIK 1811240 CINCINNATI, OH

Position in BAC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,339,143

+$211,117 QoQ

Shares Held

23,502

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,708

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Souders Financial Advisors holds $9,039,860 across 4 Banks - Diversified names. BAC ranks #2 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,730	$6,785,550
2	BAC	Bank Of America Corp /De/ This page	23,502	$1,339,143
3	WFC	Wells Fargo & Company/Mn	7,985	$659,880
4	C	Citigroup Inc	1,824	$255,287

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,339,143	23,502	+1.6%	Shares	Sole	2026-08-05
2026-03-31	$1,128,026	23,139	-4.2%	Shares	Sole	2026-05-04
2025-12-31	$1,328,580	24,156	+3.9%	Shares	Sole	2026-02-02
2025-09-30	$1,198,900	23,239	+2.8%	Shares	Sole	2025-11-04
2025-06-30	$1,070,189	22,616	-17.5%	Shares	Sole	2025-08-06
2025-03-31	$1,144,111	27,417	-20.9%	Shares	Sole	2025-05-05
2024-12-31	$1,523,746	34,670	-12.9%	Shares	Sole	2025-02-06
2024-09-30	$1,578,986	39,793	-0.8%	Shares	Sole	2024-11-05
2024-06-30	$1,595,612	40,121	+0.1%	Shares	Sole	2024-08-28
2024-03-31	$1,519,113	40,061	-30.2%	Shares	Sole	2024-05-08
2023-12-31	$1,931,311	57,360	+0.3%	Shares	Sole	2024-01-24
2023-09-30	$1,565,232	57,167	-1.7%	Shares	Sole	2023-11-06
2023-06-30	$1,668,266	58,148	+5.8%	Shares	Sole	2023-08-09
2023-03-31	$1,571,713	54,955	+4.9%	Shares	Sole	2023-05-09
2022-12-31	$1,735,852	52,411	-7.2%	Shares	Sole	2023-02-13
2022-09-30	$1,705,061	56,459	-4.3%	Shares	Sole	2022-11-10
2022-06-30	$1,835,985	58,978	+5.2%	Shares	Sole	2022-08-05
2022-03-31	$2,311,782	56,084	+0.7%	Shares	Sole	2022-05-04
2021-12-31	$2,476,980	55,675	-13.3%	Shares	Sole	2022-02-04
2021-09-30	$2,727,200	64,245	+1.5%	Shares	Sole	2021-11-03
2021-06-30	$2,610,518	63,316	-2.4%	Shares	Sole	2021-08-09
2021-03-31	$2,509,549	64,863	+3.6%	Shares	Sole	2021-05-13
2020-12-31	$1,897,072	62,589	+3.7%	Shares	Sole	2021-02-09
2020-09-30	$1,453,927	60,354	+5.5%	Shares	Sole	2020-11-12
2020-06-30	$1,358,215	57,188	+39.5%	Shares	Sole	2020-08-11
2020-03-31	$870,238	40,991	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.