KINGSWOOD WEALTH ADVISORS, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1987855 SAN DIEGO, CA

Position in BAC

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

Position Value

$6,208,711

+$983,053 QoQ

Shares Held

108,963

+1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#892

of 3,595 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $32,251,560 across 9 Banks - Diversified names. BAC ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	59,945	$19,621,796
2	BAC	Bank Of America Corp /De/ This page	108,963	$6,208,711
3	WFC	Wells Fargo & Company/Mn	28,021	$2,315,655
4	C	Citigroup Inc	15,609	$2,184,635
5	CM	Canadian Imperial Bank Of Commerce /Can/	7,415	$852,725
6	RY	Royal Bank Of Canada	2,211	$457,610
7	BMO	Bank Of Montreal /Can/	1,206	$213,100
8	NTB	Bank of N.T. Butterfield & Son Ltd	3,405	$202,597

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,208,711	108,963	+1.7%	Shares	Sole	2026-07-27
2026-03-31	$5,225,658	107,193	-4.3%	Shares	Sole	2026-04-28
2025-12-31	$6,157,580	111,956	+22.2%	Shares	Sole	2026-01-28
2025-09-30	$4,724,921	91,586	+16.2%	Shares	Sole	2025-10-23
2025-06-30	$3,729,715	78,819	-1.2%	Shares	Sole	2025-07-23
2025-03-31	$3,330,429	79,809	-5.9%	Shares	Sole	2025-07-25
2024-12-31	$3,725,685	84,771	-22.9%	Shares	Sole	2025-01-22
2024-09-30	$4,365,395	110,015	-3.2%	Shares	Sole	2024-10-21
2024-06-30	$4,519,741	113,647	+43.0%	Shares	Sole	2024-07-09
2024-03-31	$3,013,047	79,458	+17.7%	Shares	Sole	2024-04-15
2023-12-31	$2,273,095	67,511	+228.3%	Shares	Sole	2024-01-16
2023-09-30	$562,960	20,561	-56.8%	Shares	Sole	2023-10-24
2023-06-30	$1,366,389	47,626	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.