Legacy Wealth Advisors, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2111463
NORTH MIAMI BEACH, FL
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$714,301
+$288,616 QoQ
Shares Held
12,536
+43.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,192
of 3,589 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, 2026Legacy Wealth Advisors, LLC holds $2,657,454 across 5 Banks - Diversified names. BAC ranks #2 (26.9% of the industry book) .
All Filings in BAC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,301 | 12,536 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $425,685 | 8,732 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $237,655 | 4,321 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||