American Capital Advisory, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2018007 KETCHUM, ID

Position in BAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,104,499

+$106,529 QoQ

Shares Held

36,934

-9.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.43%

of 13F equity value

Holder Rank

#1,435

of 3,589 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Financial Services · as of Jun 30, 2026

American Capital Advisory, LLC holds $3,463,099 across 14 Banks - Diversified names. BAC ranks #1 (60.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	36,934	$2,104,499
2	JPM	Jpmorgan Chase & Co	2,995	$980,353
3	WFC	Wells Fargo & Company/Mn	2,455	$202,881
4	TD	Toronto Dominion Bank	801	$97,265
5	HSBC	Hsbc Holdings PLC	153	$14,548
6	C	Citigroup Inc	81	$11,336
7	MUFG	Mitsubishi Ufj Financial Group Inc	474	$9,427
8	UBS	UBS Group AG	174	$8,623

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,104,499	36,934	-9.9%	Shares	Sole	2026-07-28
2026-03-31	$1,997,970	40,984	-6.8%	Shares	Sole	2026-04-29
2025-12-31	$2,417,965	43,963	-2.8%	Shares	Sole	2026-01-30
2025-09-30	$2,332,590	45,214	-1.1%	Shares	Sole	2025-10-28
2025-06-30	$2,164,227	45,736	+0.5%	Shares	Sole	2025-08-05
2025-03-31	$1,898,715	45,500	-0.4%	Shares	Sole	2025-04-28
2024-12-31	$2,008,471	45,699	-1.6%	Shares	Sole	2025-01-28
2024-09-30	$1,841,905	46,419	-1.1%	Shares	Sole	2024-10-30
2024-06-30	$1,866,247	46,926	+45.1%	Shares	Sole	2024-07-29
2024-03-31	$1,226,029	32,332	-31.1%	Shares	Sole	2024-04-29
2023-12-31	$1,579,998	46,926	—	Shares	Sole	2024-04-09
No filing history on record for this holder in this stock.