Opal Wealth Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1844201 JERICHO, NY

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$826,323

+$173,853 QoQ

Shares Held

14,502

+8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#2,070

of 3,589 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Opal Wealth Advisors, LLC holds $2,627,471 across 3 Banks - Diversified names. BAC ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,519	$1,151,874
2	BAC	Bank Of America Corp /De/ This page	14,502	$826,323
3	C	Citigroup Inc	4,639	$649,274

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$826,323	14,502	+8.4%	Shares	Sole	2026-07-20
2026-03-31	$652,470	13,384	-0.3%	Shares	Sole	2026-04-14
2025-12-31	$738,540	13,428	-5.2%	Shares	Sole	2026-01-26
2025-09-30	$730,875	14,167	-11.1%	Shares	Sole	2025-10-24
2025-06-30	$754,328	15,941	+2.3%	Shares	Sole	2025-07-14
2025-03-31	$650,236	15,582	-1.1%	Shares	Sole	2025-04-16
2024-12-31	$692,300	15,752	+3.1%	Shares	Sole	2025-01-29
2024-09-30	$606,469	15,284	+7.4%	Shares	Sole	2024-10-15
2024-06-30	$566,086	14,234	+13.5%	Shares	Sole	2024-07-12
2024-03-31	$475,440	12,538	+17.1%	Shares	Sole	2024-04-11
2023-12-31	$360,572	10,709	-7.2%	Shares	Sole	2024-01-22
2023-09-30	$316,102	11,545	+0.4%	Shares	Sole	2023-10-18
2023-06-30	$329,762	11,494	+75.2%	Shares	Sole	2023-07-27
2022-12-31	$217,300	6,561	-2.9%	Shares	Sole	2023-02-03
2022-09-30	$204,121	6,759	+1.2%	Shares	Sole	2022-10-17
2022-06-30	$207,948	6,680	+1.9%	Shares	Sole	2022-08-10
2022-03-31	$270,114	6,553	-10.1%	Shares	Sole	2022-05-09
2021-12-31	$324,198	7,287	+38.6%	Shares	Sole	2022-01-31
2021-09-30	$223,202	5,258	-27.7%	Shares	Sole	2021-11-05
2021-06-30	$299,907	7,274	-12.2%	Shares	Sole	2021-08-02
2021-03-31	$320,585	8,286	+19.7%	Shares	Sole	2021-04-29
2020-12-31	$209,896	6,925	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.