Ethos Financial Group, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1954242 KING OF PRUSSIA, PA

Position in BAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,718,174

+$539,253 QoQ

Shares Held

30,154

+24.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,558

of 3,595 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ethos Financial Group, LLC holds $12,924,449 across 6 Banks - Diversified names. BAC ranks #3 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	24,341	$7,967,539
2	C	Citigroup Inc	13,090	$1,832,076
3	BAC	Bank Of America Corp /De/ This page	30,154	$1,718,174
4	BNY	Bank of New York Mellon Corp	4,185	$605,192
5	ING	Ing Groep NV	18,317	$574,787
6	WFC	Wells Fargo & Company/Mn	2,743	$226,681

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,718,174	30,154	+24.7%	Shares	Sole	2026-08-07
2026-03-31	$1,178,921	24,183	+0.9%	Shares	Sole	2026-05-05
2025-12-31	$1,318,625	23,975	+5.7%	Shares	Sole	2026-01-20
2025-09-30	$1,170,164	22,682	-2.0%	Shares	Sole	2025-10-23
2025-06-30	$1,095,458	23,150	-43.0%	Shares	Sole	2025-08-06
2025-03-31	$1,694,154	40,598	+369.3%	Shares	Sole	2025-05-13
2024-12-31	$380,167	8,650	+12.7%	Shares	Sole	2025-02-06
2024-09-30	$304,623	7,677	+3.7%	Shares	Sole	2024-11-07
2024-06-30	$294,377	7,402	-11.3%	Shares	Sole	2024-08-12
2024-03-31	$316,366	8,343	-1.3%	Shares	Sole	2024-05-08
2023-12-31	$284,578	8,452	+6.2%	Shares	Sole	2024-02-07
2023-09-30	$217,944	7,960	+10.5%	Shares	Sole	2023-11-13
2023-06-30	$206,654	7,203	0.0%	Shares	Sole	2023-07-19
2023-03-31	$206,005	7,203	-17.5%	Shares	Sole	2023-04-20
2022-12-31	$289,336	8,736	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.