Advyzon Investment Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2011872
LISLE, IL
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,721,250
+$601,406 QoQ
Shares Held
47,758
+9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,285
of 3,594 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $13,406,682 across 6 Banks - Diversified names. BAC ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
20,794 | $6,806,499 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
47,758 | $2,721,250 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,357 | $1,517,021 | |
| 4 | C |
Citigroup Inc
|
10,589 | $1,482,036 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,494 | $649,876 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,000 | $230,000 |
All Filings in BAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,721,250 | 47,758 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,119,844 | 43,484 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $2,217,985 | 40,327 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,302,234 | 25,242 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $835,860 | 17,664 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $548,039 | 13,133 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $613,102 | 13,950 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||