Fi3 FINANCIAL ADVISORS, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1862427
INDIANAPOLIS, IN
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$138,803
-$507,183 QoQ
Shares Held
2,436
-81.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,335
of 3,594 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fi3 FINANCIAL ADVISORS, LLC holds $2,634,227 across 4 Banks - Diversified names. BAC ranks #4 (5.3% of the industry book) .
All Filings in BAC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,803 | 2,436 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $645,986 | 13,251 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $747,560 | 13,592 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $518,789 | 10,056 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $470,975 | 9,953 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $415,463 | 9,956 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $435,632 | 9,912 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $377,952 | 9,525 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $308,177 | 7,749 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $297,709 | 7,851 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||