Navis Wealth Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1849055 RYE BROOK, NY

Position in BAC

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

Position Value

$742,278

+$107,212 QoQ

Shares Held

13,027

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#2,162

of 3,594 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Navis Wealth Advisors, LLC holds $3,286,650 across 4 Banks - Diversified names. BAC ranks #2 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,687	$1,861,525
2	BAC	Bank Of America Corp /De/ This page	13,027	$742,278
3	C	Citigroup Inc	2,768	$387,409
4	WFC	Wells Fargo & Company/Mn	3,575	$295,438

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$742,278	13,027	0.0%	Shares	Sole	2026-08-14
2026-03-31	$635,066	13,027	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$715,825	13,015	+2.0%	Shares	Sole	2026-02-13
2025-09-30	$658,288	12,760	0.0%	Shares	Sole	2025-11-14
2025-06-30	$603,803	12,760	+3.6%	Shares	Sole	2025-08-13
2025-03-31	$513,988	12,317	+68.3%	Shares	Sole	2025-04-23
2024-12-31	$321,582	7,317	-0.3%	Shares	Sole	2025-01-21
2024-09-30	$291,092	7,336	0.0%	Shares	Sole	2024-10-24
2024-06-30	$291,752	7,336	-0.3%	Shares	Sole	2024-08-02
2024-03-31	$278,901	7,355	+0.5%	Shares	Sole	2024-04-29
2023-12-31	$246,363	7,317	-9.9%	Shares	Sole	2024-02-05
2023-09-30	$222,243	8,117	0.0%	Shares	Sole	2023-10-30
2023-06-30	$232,876	8,117	0.0%	Shares	Sole	2023-07-13
2023-03-31	$232,146	8,117	+10.9%	Shares	Sole	2023-05-12
2022-12-31	$242,339	7,317	0.0%	Shares	Sole	2023-01-25
2022-09-30	$220,973	7,317	-30.8%	Shares	Sole	2022-10-27
2022-06-30	$329,012	10,569	+0.2%	Shares	Sole	2022-08-09
2022-03-31	$434,788	10,548	+0.3%	Shares	Sole	2022-05-13
2021-12-31	$467,945	10,518	0.0%	Shares	Sole	2022-02-11
2021-09-30	$446,489	10,518	-34.6%	Shares	Sole	2021-11-16
2021-06-30	$662,772	16,075	+0.2%	Shares	Sole	2021-08-16
2021-03-31	$620,471	16,037	+0.3%	Shares	Sole	2021-05-18
2020-12-31	$484,869	15,997	—	Shares	Sole	2021-03-04
No filing history on record for this holder in this stock.