Founders Financial Alliance, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1832190
RALEIGH, NC
Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,761,593
+$250,343 QoQ
Shares Held
30,916
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,546
of 3,594 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Founders Financial Alliance, LLC holds $15,933,147 across 6 Banks - Diversified names. BAC ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
31,144 | $10,194,365 | |
| 2 | RY |
Royal Bank Of Canada
|
10,307 | $2,133,239 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
30,916 | $1,761,593 | |
| 4 | C |
Citigroup Inc
|
6,915 | $967,823 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,871 | $567,819 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,132 | $308,308 |
All Filings in BAC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,761,593 | 30,916 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,511,250 | 31,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,721,610 | 31,302 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,658,463 | 32,147 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,481,731 | 31,313 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,302,727 | 31,218 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,392,555 | 31,685 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,249,047 | 31,478 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,257,726 | 31,625 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $1,192,584 | 31,450 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,075,857 | 31,953 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $847,000 | 30,935 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $936,613 | 32,646 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $891,776 | 31,181 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,036,854 | 31,306 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $939,008 | 31,093 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $944,608 | 30,344 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,215,990 | 29,500 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,324,422 | 29,769 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,267,638 | 29,862 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,236,561 | 29,992 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,140,071 | 29,467 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $923,286 | 30,462 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $671,648 | 27,881 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||