INVESTED ADVISORS

Position in BAC — Bank Of America Corp /De/

CIK 2090165 STATE COLLEGE, PA

Position in BAC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$374,301

+$40,071 QoQ

Shares Held

6,569

-4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#2,750

of 3,589 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

INVESTED ADVISORS holds $1,652,101 across 3 Banks - Diversified names. BAC ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,018	$987,881
2	BAC	Bank Of America Corp /De/ This page	6,569	$374,301
3	ING	Ing Groep NV	9,239	$289,919

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$374,301	6,569	-4.2%	Shares	Sole	2026-08-04
2026-03-31	$334,230	6,856	-0.9%	Shares	Sole	2026-04-29
2025-12-31	$380,655	6,921	-1.7%	Shares	Sole	2026-01-26
2025-09-30	$363,090	7,038	—	Shares	Sole	2025-10-23
No filing history on record for this holder in this stock.