Walkner Condon Financial Advisors LLC
Position in BAC — Bank Of America Corp /De/
CIK 1817494
MADISON, WI
Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$513,389
+$87,558 QoQ
Shares Held
9,010
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,471
of 3,589 holders
Holding Since
Sep 2021
14 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 Jun 30, 2026Walkner Condon Financial Advisors LLC holds $4,055,685 across 9 Banks - Diversified names. BAC ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,587 | $1,501,462 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
9,010 | $513,389 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
23,184 | $461,129 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
14,257 | $336,180 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,921 | $324,031 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,887 | $274,524 | |
| 7 | C |
Citigroup Inc
|
1,948 | $272,642 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
8,126 | $203,637 |
All Filings in BAC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,389 | 9,010 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $425,831 | 8,735 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $475,145 | 8,639 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $431,653 | 8,367 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $393,702 | 8,320 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $306,339 | 7,341 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $299,079 | 6,805 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $294,822 | 7,430 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $307,024 | 7,720 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $255,542 | 6,739 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $219,326 | 6,514 | Shares | Sole | 2024-01-24 | |
| 2023-06-30 | $214,859 | 7,489 | Shares | Sole | 2023-07-21 | |
| 2022-03-31 | $237,138 | 5,753 | Shares | Sole | 2022-05-03 | |
| 2021-09-30 | $207,707 | 4,893 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||