Octavia Wealth Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1841259 CINCINNATI, OH

Position in BAC

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$2,653,558

+$152,293 QoQ

Shares Held

46,570

-9.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#1,299

of 3,595 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $9,067,211 across 4 Banks - Diversified names. BAC ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,913	$4,881,472
2	BAC	Bank Of America Corp /De/ This page	46,570	$2,653,558
3	CM	Canadian Imperial Bank Of Commerce /Can/	10,787	$1,240,505
4	C	Citigroup Inc	2,084	$291,676

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,653,558	46,570	-9.2%	Shares	Sole	2026-07-14
2026-03-31	$2,501,265	51,308	-1.3%	Shares	Sole	2026-04-10
2025-12-31	$2,857,800	51,960	+0.5%	Shares	Sole	2026-01-23
2025-09-30	$2,668,286	51,721	-1.1%	Shares	Sole	2025-10-28
2025-06-30	$2,475,829	52,321	-3.9%	Shares	Sole	2025-07-16
2025-03-31	$2,271,238	54,427	+2.2%	Shares	Sole	2025-04-14
2024-12-31	$2,341,699	53,281	-0.6%	Shares	Sole	2025-01-17
2024-09-30	$2,127,086	53,606	-3.0%	Shares	Sole	2024-10-10
2024-06-30	$2,197,212	55,248	-0.1%	Shares	Sole	2024-08-02
2024-03-31	$2,097,810	55,322	+3.2%	Shares	Sole	2024-04-15
2023-12-31	$1,805,587	53,626	+1.6%	Shares	Sole	2024-01-30
2023-09-30	$1,444,979	52,775	+12.0%	Shares	Sole	2023-10-30
2023-06-30	$1,351,987	47,124	+5.6%	Shares	Sole	2023-07-18
2023-03-31	$1,275,931	44,613	+10.9%	Shares	Sole	2023-04-20
2022-12-31	$1,331,987	40,217	+0.4%	Shares	Sole	2023-01-19
2022-09-30	$1,209,389	40,046	+2.1%	Shares	Sole	2022-10-17
2022-06-30	$1,221,261	39,231	+2.5%	Shares	Sole	2022-07-18
2022-03-31	$1,578,190	38,287	-2.5%	Shares	Sole	2022-04-20
2021-12-31	$1,746,365	39,253	+2.1%	Shares	Sole	2022-01-28
2021-09-30	$1,632,329	38,453	+2.3%	Shares	Sole	2021-11-12
2021-06-30	$1,549,588	37,584	-2.8%	Shares	Sole	2021-07-26
2021-03-31	$1,495,716	38,659	+1.3%	Shares	Sole	2021-05-10
2020-12-31	$1,156,235	38,147	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.