New England Capital Financial Advisors LLC

Position in BAC — Bank Of America Corp /De/

CIK 1964652 MERIDEN, CT

Position in BAC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$24,387

+$3,522 QoQ

Shares Held

428

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#3,508

of 3,589 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

New England Capital Financial Advisors LLC holds $421,380 across 7 Banks - Diversified names. BAC ranks #5 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	702	$229,785
2	WFC	Wells Fargo & Company/Mn	839	$69,334
3	BNY	Bank of New York Mellon Corp	340	$49,167
4	C	Citigroup Inc	252	$35,269
5	BAC	Bank Of America Corp /De/ This page	428	$24,387
6	BNS	Bank Of Nova Scotia	100	$8,684
7	HSBC	Hsbc Holdings PLC	50	$4,754

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,387	428	0.0%	Shares	Sole	2026-07-27
2026-03-31	$20,865	428	+0.5%	Shares	Sole	2026-04-27
2025-12-31	$23,430	426	+0.2%	Shares	Sole	2026-02-02
2025-09-30	$21,925	425	+0.2%	Shares	Sole	2025-10-22
2025-06-30	$20,063	424	+0.2%	Shares	Sole	2025-08-08
2025-03-31	$17,651	423	-49.3%	Shares	Sole	2025-05-05
2024-12-31	$36,698	835	+0.1%	Shares	Sole	2025-02-04
2024-09-30	$33,093	834	+0.1%	Shares	Sole	2024-10-30
2024-06-30	$33,128	833	+0.1%	Shares	Sole	2024-07-29
2024-03-31	$31,549	832	-74.2%	Shares	Sole	2024-05-02
2023-12-31	$108,686	3,228	+0.2%	Shares	Sole	2024-02-01
2023-09-30	$88,218	3,222	+0.8%	Shares	Sole	2023-11-06
2023-06-30	$91,693	3,196	+0.7%	Shares	Sole	2023-08-02
2023-03-31	$90,747	3,173	+0.7%	Shares	Sole	2023-05-04
2022-12-31	$104,361	3,151	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.