Wiser Advisor Group LLC

Position in BAC — Bank Of America Corp /De/

CIK 2011550 PHOENIX, AZ

Position in BAC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$29,572

+$4,271 QoQ

Shares Held

519

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#3,494

of 3,589 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wiser Advisor Group LLC holds $2,165,749 across 6 Banks - Diversified names. BAC ranks #2 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,433	$2,105,713
2	BAC	Bank Of America Corp /De/ This page	519	$29,572
3	C	Citigroup Inc	109	$15,255
4	BCS	Barclays PLC	302	$8,111
5	HSBC	Hsbc Holdings PLC	41	$3,898
6	ING	Ing Groep NV	102	$3,200

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,572	519	0.0%	Shares	Sole	2026-08-17
2026-03-31	$25,301	519	-59.3%	Shares	Sole	2026-04-22
2025-12-31	$70,070	1,274	+145.5%	Shares	Sole	2026-02-09
2025-09-30	$26,775	519	-9.3%	Shares	Sole	2025-11-14
2025-03-31	$23,869	572	0.0%	Shares	Sole	2025-05-14
2024-12-31	$25,139	572	0.0%	Shares	Sole	2025-02-05
2024-09-30	$22,696	572	0.0%	Shares	Sole	2024-11-13
2024-06-30	$22,748	572	-10.2%	Shares	Sole	2024-08-14
2024-03-31	$24,153	637	0.0%	Shares	Sole	2024-05-16
2023-12-31	$21,447	637	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.