Quantum Financial Advisors, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1929139
SANTA MONICA, CA
Position in BAC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$737,891
+$77,865 QoQ
Shares Held
12,950
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,170
of 3,595 holders
Holding Since
Jun 2022
17 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, 2026Quantum Financial Advisors, LLC holds $5,527,684 across 6 Banks - Diversified names. BAC ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,511 | $3,113,235 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
12,950 | $737,891 | |
| 3 | RY |
Royal Bank Of Canada
|
3,156 | $653,197 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,983 | $411,795 | |
| 5 | C |
Citigroup Inc
|
2,299 | $321,768 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,004 | $289,798 |
All Filings in BAC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,891 | 12,950 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $660,026 | 13,539 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $708,565 | 12,883 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $432,530 | 8,384 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $396,730 | 8,384 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $347,068 | 8,317 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $394,231 | 8,970 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $355,929 | 8,970 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $330,608 | 8,313 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $315,228 | 8,313 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $297,912 | 8,848 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $242,258 | 8,848 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $253,849 | 8,848 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $253,052 | 8,848 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $293,045 | 8,848 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $264,250 | 8,750 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $276,123 | 8,870 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||