Position in BAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,008,365
+$1,414,950 QoQ
Shares Held
193,197
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#689
of 3,594 holders
Holding Since
Mar 2023
14 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, 2026NWF Advisory Services Inc. holds $28,009,811 across 4 Banks - Diversified names. BAC ranks #1 (39.3% of the industry book) .
All Filings in BAC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,008,365 | 193,197 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,593,415 | 196,788 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $11,346,335 | 206,297 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $11,649,228 | 225,804 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,661,209 | 246,433 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $10,866,951 | 260,411 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $12,814,413 | 291,568 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $10,963,901 | 276,308 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $13,325,773 | 335,071 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $12,937,735 | 341,185 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $11,380,527 | 338,002 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $8,892,503 | 324,781 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $8,997,155 | 313,599 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $8,968,931 | 313,599 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||