CFS Investment Advisory Services, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1845688 TOTOWA, NJ

Position in BAC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,190,482

+$354,801 QoQ

Shares Held

38,443

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#1,413

of 3,594 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CFS Investment Advisory Services, LLC holds $12,017,330 across 5 Banks - Diversified names. BAC ranks #3 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,389	$6,019,271
2	C	Citigroup Inc	20,661	$2,891,713
3	BAC	Bank Of America Corp /De/ This page	38,443	$2,190,482
4	BNY	Bank of New York Mellon Corp	3,428	$495,723
5	WFC	Wells Fargo & Company/Mn	5,084	$420,141

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,190,482	38,443	+2.1%	Shares	Sole	2026-07-16
2026-03-31	$1,835,681	37,655	+0.7%	Shares	Sole	2026-04-29
2025-12-31	$2,056,725	37,395	+3.6%	Shares	Sole	2026-02-10
2025-09-30	$1,862,089	36,094	+6.1%	Shares	Sole	2025-10-31
2025-06-30	$1,609,495	34,013	+5.7%	Shares	Sole	2025-08-11
2025-03-31	$1,343,455	32,194	+1.9%	Shares	Sole	2025-05-12
2024-12-31	$1,388,951	31,603	-0.4%	Shares	Sole	2025-01-21
2024-09-30	$1,258,808	31,724	-0.2%	Shares	Sole	2024-11-12
2024-03-31	$1,205,400	31,788	-0.1%	Shares	Sole	2024-05-15
2023-12-31	$1,071,110	31,812	+63.6%	Shares	Sole	2024-02-13
2023-09-30	$532,349	19,443	-90.3%	Shares	Sole	2023-11-14
2022-03-31	$5,000	201,360	+3958.9%	Shares	Sole	2022-05-27
2021-12-31	$220,714	4,961	+2.6%	Shares	Sole	2022-02-14
2021-09-30	$205,245	4,835	—	Shares	Sole	2021-11-19
No filing history on record for this holder in this stock.