C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Position in BAC — Bank Of America Corp /De/
CIK 1965756
Westlake, OH
Position in BAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$678,005
+$179,342 QoQ
Shares Held
11,899
+16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,247
of 3,594 holders
Holding Since
Dec 2022
15 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, 2026C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holds $7,845,304 across 6 Banks - Diversified names. BAC ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
25,048 | $5,184,184 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
4,162 | $1,362,347 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
11,899 | $678,005 | |
| 4 | C |
Citigroup Inc
|
1,518 | $212,459 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,416 | $204,767 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,463 | $203,542 |
All Filings in BAC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,005 | 11,899 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $498,663 | 10,229 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $598,620 | 10,884 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $666,697 | 12,923 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $731,661 | 15,462 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $536,230 | 12,850 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $584,007 | 13,288 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $379,499 | 9,564 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $310,325 | 7,803 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $625,869 | 16,505 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $368,551 | 10,946 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $283,163 | 10,342 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $268,021 | 9,342 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $248,905 | 8,703 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $284,368 | 8,586 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||