CV Advisors LLC

Position in BAC — Bank Of America Corp /De/

CIK 1872254 Aventura, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$4,368,884

-$65,123 QoQ

Shares Held

76,674

-15.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#1,054

of 3,594 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CV Advisors LLC holds $9,179,020 across 4 Banks - Diversified names. BAC ranks #1 (47.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	76,674	$4,368,884
2	C	Citigroup Inc	19,550	$2,736,218
3	BNY	Bank of New York Mellon Corp	10,000	$1,446,100
4	JPM	Jpmorgan Chase & Co	1,918	$627,818

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,368,884	76,674	-15.7%	Shares	Sole	2026-07-21
2026-03-31	$4,434,007	90,954	-13.5%	Shares	Sole	2026-05-01
2025-12-31	$5,783,965	105,163	+0.2%	Shares	Sole	2026-01-20
2025-09-30	$5,414,267	104,948	0.0%	Shares	Sole	2025-10-21
2025-06-30	$4,966,139	104,948	-2.5%	Shares	Sole	2025-07-25
2025-03-31	$4,491,024	107,621	—	Shares	Sole	2025-04-22
No filing history on record for this holder in this stock.