Savvy Advisors, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 2003633 NEW YORK, NY

Position in BAC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,570,990

+$1,947,443 QoQ

Shares Held

115,321

+21.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#869

of 3,589 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Savvy Advisors, Inc. holds $43,816,834 across 16 Banks - Diversified names. BAC ranks #2 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	68,127	$22,300,010
2	BAC	Bank Of America Corp /De/ This page	115,321	$6,570,990
3	WFC	Wells Fargo & Company/Mn	50,524	$4,175,303
4	C	Citigroup Inc	23,720	$3,319,851
5	BNY	Bank of New York Mellon Corp	9,136	$1,321,156
6	RY	Royal Bank Of Canada	6,136	$1,269,967
7	BNS	Bank Of Nova Scotia	12,379	$1,074,992
8	ING	Ing Groep NV	19,768	$620,319

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,570,990	115,321	+21.6%	Shares	Sole	2026-08-03
2026-03-31	$4,623,547	94,842	+68.3%	Shares	Sole	2026-05-11
2025-12-31	$3,099,525	56,355	+52.1%	Shares	Sole	2026-01-20
2025-09-30	$1,911,667	37,055	-3.8%	Shares	Sole	2025-11-06
2025-06-30	$1,822,245	38,509	+21.6%	Shares	Sole	2025-08-04
2025-03-31	$1,321,213	31,661	+114.0%	Shares	Sole	2025-05-12
2024-12-31	$650,372	14,798	+18.8%	Shares	Sole	2025-02-13
2024-09-30	$494,333	12,458	+24.2%	Shares	Sole	2024-11-05
2024-06-30	$398,972	10,032	+39.1%	Shares	Sole	2024-08-14
2024-03-31	$273,516	7,213	+10.3%	Shares	Sole	2024-05-13
2023-12-31	$220,100	6,537	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.