Excelsior Advisor Network LLC
Position in BAC — Bank Of America Corp /De/
CIK 2110679
SCOTTSDALE, AZ
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,059,371
+$625,780 QoQ
Shares Held
36,142
+22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,452
of 3,594 holders
Holding Since
Dec 2025
3 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, 2026Excelsior Advisor Network LLC holds $19,178,491 across 4 Banks - Diversified names. BAC ranks #3 (10.7% of the industry book) .
All Filings in BAC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,059,371 | 36,142 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,433,591 | 29,407 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,636,525 | 29,755 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||