PFG Investments, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1973224 WOODBURY, NY

Position in BAC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$8,194,692

+$1,148,952 QoQ

Shares Held

143,817

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#788

of 3,594 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PFG Investments, LLC holds $40,451,871 across 10 Banks - Diversified names. BAC ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	72,804	$23,830,933
2	BAC	Bank Of America Corp /De/ This page	143,817	$8,194,692
3	C	Citigroup Inc	33,084	$4,630,436
4	WFC	Wells Fargo & Company/Mn	19,094	$1,577,928
5	BNY	Bank of New York Mellon Corp	6,222	$899,763
6	BMO	Bank Of Montreal /Can/	1,707	$301,626
7	TD	Toronto Dominion Bank	2,333	$283,296
8	RY	Royal Bank Of Canada	1,336	$276,511

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,194,692	143,817	-0.5%	Shares	Sole	2026-07-23
2026-03-31	$7,045,740	144,528	-12.5%	Shares	Sole	2026-04-27
2025-12-31	$9,088,750	165,250	+2.0%	Shares	Sole	2026-01-26
2025-09-30	$8,355,671	161,963	+0.0%	Shares	Sole	2025-10-31
2025-06-30	$7,662,054	161,920	+0.6%	Shares	Sole	2025-07-18
2025-03-31	$6,713,772	160,886	-1.0%	Shares	Sole	2025-04-22
2024-12-31	$7,140,292	162,464	+0.3%	Shares	Sole	2025-01-22
2024-09-30	$6,424,826	161,916	-2.6%	Shares	Sole	2024-10-24
2024-06-30	$6,610,211	166,211	-8.6%	Shares	Sole	2024-08-07
2024-03-31	$6,893,742	181,797	+304.0%	Shares	Sole	2024-04-22
2023-12-31	$1,515,116	44,999	+0.9%	Shares	Sole	2024-01-17
2023-09-30	$1,220,709	44,584	-16.6%	Shares	Sole	2023-11-06
2023-06-30	$1,533,623	53,455	+25.6%	Shares	Sole	2023-08-03
2023-03-31	$1,216,901	42,549	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.