GUARDIAN WEALTH ADVISORS, LLC / NC
Position in BAC — Bank Of America Corp /De/
CIK 1901403
RALEIGH, NC
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,207,576
+$253,628 QoQ
Shares Held
38,743
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,405
of 3,594 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $14,428,295 across 6 Banks - Diversified names. BAC ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,569 | $9,351,490 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
38,743 | $2,207,576 | |
| 3 | RY |
Royal Bank Of Canada
|
4,461 | $923,293 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,943 | $714,807 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,643 | $714,257 | |
| 6 | C |
Citigroup Inc
|
3,693 | $516,872 |
All Filings in BAC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,207,576 | 38,743 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,953,948 | 40,081 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,237,455 | 40,681 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,605,295 | 50,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,389,565 | 50,498 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,117,088 | 50,733 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,925,405 | 43,809 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,682,947 | 42,413 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,692,770 | 42,564 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,780,419 | 46,952 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,579,863 | 46,922 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,258,658 | 45,970 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,252,461 | 43,655 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,242,784 | 43,454 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,402,797 | 42,355 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,243,394 | 41,172 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,149,132 | 36,914 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $840,146 | 20,382 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,093,697 | 24,583 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||