Canvas Wealth Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1858782 SHAWNEE, KS

Position in BAC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$710,198

+$107,551 QoQ

Shares Held

12,464

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,201

of 3,594 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Canvas Wealth Advisors, LLC holds $6,238,520 across 4 Banks - Diversified names. BAC ranks #2 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	15,294	$5,006,185
2	BAC	Bank Of America Corp /De/ This page	12,464	$710,198
3	C	Citigroup Inc	2,000	$279,920
4	WFC	Wells Fargo & Company/Mn	2,931	$242,217

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$710,198	12,464	+0.8%	Shares	Sole	2026-07-10
2026-03-31	$602,647	12,362	-7.2%	Shares	Sole	2026-04-28
2025-12-31	$732,325	13,315	-3.9%	Shares	Sole	2026-01-12
2025-09-30	$714,985	13,859	+0.9%	Shares	Sole	2025-11-05
2025-06-30	$649,940	13,735	-1.0%	Shares	Sole	2025-07-30
2025-03-31	$578,878	13,872	-1.0%	Shares	Sole	2025-04-24
2024-12-31	$615,695	14,009	-0.8%	Shares	Sole	2025-01-28
2024-09-30	$560,519	14,126	-5.3%	Shares	Sole	2024-10-15
2024-06-30	$593,487	14,923	-22.6%	Shares	Sole	2024-08-01
2024-03-31	$731,021	19,278	-6.1%	Shares	Sole	2024-04-23
2023-12-31	$691,548	20,539	-1.7%	Shares	Sole	2024-01-17
2023-09-30	$572,077	20,894	-3.5%	Shares	Sole	2023-10-24
2023-06-30	$621,195	21,652	-6.1%	Shares	Sole	2023-07-26
2023-03-31	$659,659	23,065	+1.7%	Shares	Sole	2023-04-28
2022-12-31	$751,492	22,690	+6.5%	Shares	Sole	2023-01-23
2022-09-30	$643,713	21,315	-1.6%	Shares	Sole	2022-10-31
2022-06-30	$674,026	21,652	-15.3%	Shares	Sole	2022-07-25
2022-03-31	$1,053,335	25,554	-12.5%	Shares	Sole	2022-05-09
2021-12-31	$1,298,707	29,191	-0.1%	Shares	Sole	2022-01-19
2021-09-30	$1,240,006	29,211	-2.6%	Shares	Sole	2021-10-15
2021-06-30	$1,236,941	30,001	+1.2%	Shares	Sole	2021-08-02
2021-03-31	$1,147,003	29,646	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.