COFG Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 2104330 OAK BROOK, IL

Position in BAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$600,170

+$65,090 QoQ

Shares Held

10,533

-4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#2,350

of 3,594 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COFG Advisors, LLC holds $3,512,106 across 3 Banks - Diversified names. BAC ranks #2 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,798	$2,552,519
2	BAC	Bank Of America Corp /De/ This page	10,533	$600,170
3	C	Citigroup Inc	2,568	$359,417

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$600,170	10,533	-4.0%	Shares	Sole	2026-08-14
2026-03-31	$535,080	10,976	-6.6%	Shares	Sole	2026-05-11
2025-12-31	$646,470	11,754	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.