EARNED WEALTH ADVISORS, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1905663
WALNUT CREEK, CA
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,542,277
-$160,950 QoQ
Shares Held
27,067
-22.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,619
of 3,589 holders
Holding Since
Dec 2021
14 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, 2026EARNED WEALTH ADVISORS, LLC holds $11,814,937 across 9 Banks - Diversified names. BAC ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,519 | $7,698,474 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
27,067 | $1,542,277 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,006 | $578,975 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
5,619 | $534,310 | |
| 5 | C |
Citigroup Inc
|
2,614 | $365,855 | |
| 6 | RY |
Royal Bank Of Canada
|
1,705 | $352,883 | |
| 7 | SAN |
Banco Santander, S.A.
|
19,535 | $269,583 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
10,477 | $262,553 |
All Filings in BAC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,542,277 | 27,067 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,703,227 | 34,938 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,844,040 | 33,528 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $955,498 | 18,521 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $834,535 | 17,636 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $816,739 | 19,572 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $601,895 | 13,695 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $454,296 | 11,449 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $379,803 | 9,550 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $282,807 | 7,458 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $274,208 | 8,144 | Shares | Sole | 2024-02-06 | |
| 2022-12-31 | $200,640 | 6,058 | Shares | Sole | 2023-02-06 | |
| 2022-03-31 | $249,710 | 6,058 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $279,753 | 6,288 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||