Crusonia Wealth Advisors LLC

Position in BAC — Bank Of America Corp /De/

CIK 2112003 DENVER, CO

Position in BAC

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

Position Value

$380,113

+$156,741 QoQ

Shares Held

6,671

+45.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#2,738

of 3,594 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crusonia Wealth Advisors LLC holds $3,431,188 across 5 Banks - Diversified names. BAC ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,674	$1,857,269
2	WFC	Wells Fargo & Company/Mn	8,133	$672,111
3	BAC	Bank Of America Corp /De/ This page	6,671	$380,113
4	C	Citigroup Inc	2,189	$306,372
5	BNY	Bank of New York Mellon Corp	1,489	$215,323

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,113	6,671	+45.6%	Shares	Defined	2026-07-30
2026-03-31	$223,372	4,582	+19.5%	Shares	Defined	2026-05-12
2025-12-31	$210,870	3,834	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.