PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1989941
LEAWOOD, KS
Position in BAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,460,049
+$2,904,742 QoQ
Shares Held
130,924
+36.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.18%
of 13F equity value
Holder Rank
#824
of 3,594 holders
Holding Since
Mar 2025
3 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, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $29,563,690 across 4 Banks - Diversified names. BAC ranks #2 (25.2% of the industry book) .
All Filings in BAC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,460,049 | 130,924 | Shares | Sole | 2026-07-20 | |
| 2025-06-30 | $4,555,307 | 96,266 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,699,948 | 88,664 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||