Safeguard Investment Advisory Group, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1846711 Corona, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,162,561

+$249,319 QoQ

Shares Held

37,953

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#1,420

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

Safeguard Investment Advisory Group, LLC holds $4,425,677 across 5 Banks - Diversified names. BAC ranks #1 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	37,953	$2,162,561
2	JPM	Jpmorgan Chase & Co	3,660	$1,198,027
3	WFC	Wells Fargo & Company/Mn	5,699	$470,965
4	HSBC	Hsbc Holdings PLC	3,843	$365,430
5	C	Citigroup Inc	1,634	$228,694

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,162,561	37,953	-3.3%	Shares	Sole	2026-08-13
2026-03-31	$1,913,242	39,246	-0.2%	Shares	Sole	2026-05-14
2025-12-31	$2,162,820	39,324	-1.7%	Shares	Sole	2026-02-13
2025-09-30	$2,063,238	39,993	-1.7%	Shares	Sole	2025-11-13
2025-06-30	$1,924,788	40,676	+1.1%	Shares	Sole	2025-08-14
2025-03-31	$1,679,590	40,249	+4.2%	Shares	Sole	2025-05-15
2024-12-31	$1,698,403	38,644	-1.1%	Shares	Sole	2025-02-14
2024-09-30	$1,549,821	39,058	-5.4%	Shares	Sole	2024-11-14
2024-06-30	$1,641,188	41,267	-0.4%	Shares	Sole	2024-08-09
2024-03-31	$1,571,177	41,434	-15.5%	Shares	Sole	2024-05-13
2023-12-31	$1,651,075	49,037	-1.0%	Shares	Sole	2024-01-26
2023-09-30	$1,356,432	49,541	+0.6%	Shares	Sole	2023-11-14
2023-06-30	$1,412,752	49,242	-8.3%	Shares	Sole	2023-08-01
2023-03-31	$1,536,420	53,721	-6.6%	Shares	Sole	2023-05-04
2022-12-31	$1,904,764	57,511	+1.1%	Shares	Sole	2023-01-26
2022-09-30	$1,718,259	56,896	+1.9%	Shares	Sole	2022-10-26
2022-06-30	$1,738,112	55,834	0.0%	Shares	Sole	2022-07-20
2022-03-31	$2,301,477	55,834	+1.4%	Shares	Sole	2022-05-04
2021-12-31	$2,450,731	55,085	-3.4%	Shares	Sole	2022-02-03
2021-09-30	$2,421,687	57,048	-3.3%	Shares	Sole	2021-10-20
2021-06-30	$2,432,240	58,992	-1.7%	Shares	Sole	2021-07-23
2021-03-31	$2,322,908	60,039	-1.7%	Shares	Sole	2021-05-10
2020-12-31	$1,850,789	61,062	—	Shares	Sole	2021-02-18
No filing history on record for this holder in this stock.