Position in BAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$474,301
+$69,043 QoQ
Shares Held
8,324
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,549
of 3,594 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $21,373,783 across 13 Banks - Diversified names. BAC ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
32,007 | $10,476,851 | |
| 2 | RY |
Royal Bank Of Canada
|
14,700 | $3,042,459 | |
| 3 | TD |
Toronto Dominion Bank
|
15,901 | $1,930,858 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
15,748 | $1,497,477 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
11,853 | $1,363,095 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,037 | $1,017,620 | |
| 7 | BAC |
Bank Of America Corp /De/
This page
|
8,324 | $474,301 | |
| 8 | ING |
Ing Groep NV
|
12,809 | $401,946 |
All Filings in BAC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,301 | 8,324 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $405,258 | 8,313 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $474,375 | 8,625 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $462,607 | 8,967 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $688,789 | 14,556 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $620,650 | 14,873 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $858,914 | 19,543 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $760,744 | 19,172 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $761,953 | 19,159 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $729,239 | 19,231 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $615,016 | 18,266 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $525,942 | 19,209 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $550,503 | 19,188 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $551,007 | 19,266 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $629,412 | 19,004 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $573,316 | 18,984 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $590,971 | 18,984 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $755,768 | 18,335 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $815,234 | 18,324 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $777,853 | 18,324 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $755,251 | 18,318 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $708,491 | 18,312 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $554,824 | 18,305 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||