Provenance Wealth Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2081584 FORT LAUDERDALE, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$282,221

+$67,819 QoQ

Shares Held

4,953

+12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#3,006

of 3,595 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Provenance Wealth Advisors, LLC holds $810,590 across 7 Banks - Diversified names. BAC ranks #2 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,459	$477,574
2	BAC	Bank Of America Corp /De/ This page	4,953	$282,221
3	C	Citigroup Inc	186	$26,032
4	WFC	Wells Fargo & Company/Mn	135	$11,156
5	MUFG	Mitsubishi Ufj Financial Group Inc	327	$6,504
6	UBS	UBS Group AG	120	$5,947
7	BNY	Bank of New York Mellon Corp	8	$1,156

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,221	4,953	+12.6%	Shares	Sole	2026-07-24
2026-03-31	$214,402	4,398	-0.5%	Shares	Sole	2026-04-20
2025-12-31	$242,990	4,418	+2.2%	Shares	Sole	2026-01-26
2025-09-30	$222,920	4,321	0.0%	Shares	Sole	2025-11-12
2025-06-30	$204,469	4,321	-4.3%	Shares	Sole	2025-08-15
2025-03-31	$188,452	4,516	-47.7%	Shares	Sole	2025-08-15
2024-12-31	$379,200	8,628	-76.7%	Shares	Sole	2025-08-15
2024-09-30	$1,467,842	36,992	+2.0%	Shares	Sole	2025-08-15
2024-06-30	$1,442,776	36,278	+0.9%	Shares	Sole	2025-08-15
2024-03-31	$1,363,716	35,963	+2.5%	Shares	Sole	2025-08-15
2023-12-31	$1,181,412	35,088	+2.6%	Shares	Sole	2025-08-15
2023-09-30	$936,341	34,198	—	Shares	Sole	2025-08-15
No filing history on record for this holder in this stock.