Centennial Wealth Advisory LLC
Position in BAC — Bank Of America Corp /De/
CIK 1839421
Traverse City, MI
Position in BAC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$334,301
+$45,848 QoQ
Shares Held
5,867
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,858
of 3,595 holders
Holding Since
Jun 2022
13 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, 2026Centennial Wealth Advisory LLC holds $1,561,472 across 4 Banks - Diversified names. BAC ranks #2 (21.4% of the industry book) .
All Filings in BAC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,301 | 5,867 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $288,453 | 5,917 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $424,270 | 7,714 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $387,698 | 7,515 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $322,675 | 6,819 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $282,136 | 6,761 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $277,412 | 6,312 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $245,539 | 6,188 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $222,712 | 5,600 | Shares | Sole | 2024-07-22 | |
| 2023-03-31 | $345,402 | 12,077 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $341,930 | 10,324 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $282,490 | 9,354 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $251,499 | 8,079 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||