United Advisor Group, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2004873 CINCINNATI, OH

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,105,639

-$311,816 QoQ

Shares Held

19,404

-33.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,847

of 3,595 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

United Advisor Group, LLC holds $9,988,282 across 5 Banks - Diversified names. BAC ranks #2 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	23,759	$7,777,033
2	BAC	Bank Of America Corp /De/ This page	19,404	$1,105,639
3	BNY	Bank of New York Mellon Corp	4,071	$588,707
4	WFC	Wells Fargo & Company/Mn	3,601	$297,586
5	C	Citigroup Inc	1,567	$219,317

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,105,639	19,404	-33.3%	Shares	Sole	2026-07-29
2026-03-31	$1,417,455	29,076	-0.2%	Shares	Sole	2026-04-17
2025-12-31	$1,602,590	29,138	-3.5%	Shares	Sole	2026-01-26
2025-09-30	$1,557,192	30,184	+18.8%	Shares	Sole	2025-11-12
2025-06-30	$1,201,786	25,397	+36.9%	Shares	Sole	2025-08-11
2025-03-31	$773,924	18,546	+2.4%	Shares	Sole	2025-04-21
2024-12-31	$796,374	18,120	-7.9%	Shares	Sole	2025-02-24
2024-09-30	$780,942	19,681	+95.8%	Shares	Sole	2024-10-30
2024-06-30	$399,688	10,050	-7.5%	Shares	Sole	2024-08-08
2024-03-31	$411,887	10,862	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.