Kestra Advisory Services, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1830819 AUSTIN, TX

Position in BAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$31,033,017

+$2,318,780 QoQ

Shares Held

544,630

-7.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#418

of 3,589 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $345,177,602 across 19 Banks - Diversified names. BAC ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	688,749	$225,448,210
2	WFC	Wells Fargo & Company/Mn	556,012	$45,948,831
3	BAC	Bank Of America Corp /De/ This page	544,630	$31,033,017
4	C	Citigroup Inc	152,011	$21,275,459
5	RY	Royal Bank Of Canada	23,858	$4,937,890
6	BNY	Bank of New York Mellon Corp	25,071	$3,625,517
7	BMO	Bank Of Montreal /Can/	19,637	$3,469,857
8	TD	Toronto Dominion Bank	24,639	$2,991,913

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,033,017	544,630	-7.5%	Shares	Sole	2026-07-28
2026-03-31	$28,714,237	589,010	+7.8%	Shares	Sole	2026-04-30
2025-12-31	$30,041,880	546,216	-11.2%	Shares	Sole	2026-02-13
2025-09-30	$31,731,409	615,069	+25.6%	Shares	Sole	2025-11-14
2025-06-30	$23,173,077	489,710	+18.6%	Shares	Sole	2025-08-15
2025-03-31	$17,225,476	412,784	-8.6%	Shares	Sole	2025-05-14
2024-12-31	$19,855,203	451,768	-28.0%	Shares	Sole	2025-02-10
2024-09-30	$24,887,851	627,214	-14.5%	Shares	Sole	2024-11-13
2024-06-30	$29,181,078	733,746	+47.0%	Shares	Sole	2024-08-14
2024-03-31	$18,933,456	499,300	+6.0%	Shares	Sole	2024-05-15
2023-12-31	$15,861,398	471,084	+8.7%	Shares	Sole	2024-02-14
2023-09-30	$11,864,712	433,335	-23.6%	Shares	Sole	2023-11-13
2023-06-30	$16,279,365	567,423	+68.5%	Shares	Sole	2023-08-11
2023-03-31	$9,630,792	336,741	-21.5%	Shares	Sole	2023-05-12
2022-12-31	$14,207,188	428,961	-22.8%	Shares	Sole	2023-01-31
2022-09-30	$16,787,576	555,880	+14.4%	Shares	Sole	2022-11-01
2022-06-30	$15,121,988	485,769	+32.1%	Shares	Sole	2022-08-12
2022-03-31	$15,162,406	367,841	-21.5%	Shares	Sole	2022-07-20
2021-12-31	$20,856,200	468,784	+18.1%	Shares	Sole	2022-07-25
2021-09-30	$16,853,371	397,017	-14.6%	Shares	Sole	2022-07-25
2021-06-30	$19,166,631	464,871	-0.1%	Shares	Sole	2022-07-26
2021-03-31	$17,997,311	465,167	+4.1%	Shares	Sole	2022-07-27
2020-12-31	$13,548,448	446,996	+7.7%	Shares	Sole	2022-07-28
2020-09-30	$9,994,651	414,888	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.