Carson Advisory Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1909304 ATHENS, GA

Position in BAC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,101,250

+$342,390 QoQ

Shares Held

54,427

-3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.74%

of 13F equity value

Holder Rank

#1,210

of 3,594 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carson Advisory Inc. holds $9,111,055 across 5 Banks - Diversified names. BAC ranks #1 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	54,427	$3,101,250
2	JPM	Jpmorgan Chase & Co	8,963	$2,933,858
3	C	Citigroup Inc	12,566	$1,758,737
4	WFC	Wells Fargo & Company/Mn	12,781	$1,056,221
5	RY	Royal Bank Of Canada	1,261	$260,989

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,101,250	54,427	-3.8%	Shares	Sole	2026-08-11
2026-03-31	$2,758,860	56,592	-0.9%	Shares	Sole	2026-05-07
2025-12-31	$3,141,930	57,126	-0.6%	Shares	Sole	2026-02-12
2025-09-30	$2,964,877	57,470	-1.7%	Shares	Sole	2025-11-06
2025-06-30	$2,765,995	58,453	-2.0%	Shares	Sole	2025-08-05
2025-03-31	$2,489,027	59,646	-1.5%	Shares	Sole	2025-05-02
2024-12-31	$2,660,645	60,538	-2.0%	Shares	Sole	2025-02-13
2024-09-30	$2,451,152	61,773	-0.5%	Shares	Sole	2024-11-01
2024-06-30	$2,469,995	62,107	-0.7%	Shares	Sole	2024-08-07
2024-03-31	$2,371,592	62,542	+3.8%	Shares	Sole	2024-05-03
2023-12-31	$2,028,045	60,233	+5.2%	Shares	Sole	2024-02-06
2023-09-30	$1,568,326	57,280	+2.6%	Shares	Sole	2023-11-09
2023-06-30	$1,601,533	55,822	-1.2%	Shares	Sole	2023-07-28
2023-03-31	$1,615,614	56,490	-21.4%	Shares	Sole	2023-05-05
2022-12-31	$2,380,268	71,868	+1.7%	Shares	Sole	2023-02-08
2022-09-30	$2,133,146	70,634	+3.1%	Shares	Sole	2022-11-07
2022-06-30	$2,131,782	68,480	+11.8%	Shares	Sole	2022-08-03
2022-03-31	$2,524,312	61,240	-1.2%	Shares	Sole	2022-05-03
2021-12-31	$2,757,312	61,976	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.