ARS Wealth Advisors Group, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1886707 St. Petersburg, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$9,466,885

+$1,493,384 QoQ

Shares Held

166,144

+1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#745

of 3,594 holders

Holding Since

Sep 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ARS Wealth Advisors Group, LLC holds $47,153,607 across 4 Banks - Diversified names. BAC ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	109,673	$35,899,263
2	BAC	Bank Of America Corp /De/ This page	166,144	$9,466,885
3	TD	Toronto Dominion Bank	13,020	$1,581,018
4	C	Citigroup Inc	1,475	$206,441

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,466,885	166,144	+1.6%	Shares	Sole	2026-07-16
2026-03-31	$7,973,501	163,559	+3.0%	Shares	Sole	2026-04-15
2025-12-31	$8,732,405	158,771	-1.0%	Shares	Sole	2026-01-12
2025-09-30	$8,270,857	160,319	+0.4%	Shares	Sole	2025-10-06
2025-06-30	$7,558,045	159,722	-2.0%	Shares	Sole	2025-07-10
2024-09-30	$6,467,363	162,988	+0.3%	Shares	Sole	2024-10-15
2024-06-30	$6,461,670	162,476	-2.5%	Shares	Sole	2024-07-19
2024-03-31	$6,316,258	166,568	-7.6%	Shares	Sole	2024-05-13
2023-12-31	$6,072,721	180,360	-14.4%	Shares	Sole	2024-02-06
2023-09-30	$5,768,254	210,674	+5.6%	Shares	Sole	2023-10-26
2023-06-30	$5,721,646	199,430	+4.9%	Shares	Sole	2023-07-18
2022-12-31	$6,294,522	190,052	+1.4%	Shares	Sole	2023-02-13
2022-09-30	$5,658,725	187,375	+17.1%	Shares	Sole	2022-11-14
2022-06-30	$4,980,924	160,004	+718.8%	Shares	Sole	2022-08-15
2022-03-31	$805,521	19,542	+0.1%	Shares	Sole	2022-05-12
2021-12-31	$868,978	19,532	-2.2%	Shares	Sole	2022-02-08
2021-09-30	$847,726	19,970	—	Shares	Sole	2021-10-26
No filing history on record for this holder in this stock.