CALTON & ASSOCIATES, INC.

Position in BAC — Bank Of America Corp /De/

CIK 822648 Tampa, FL

Position in BAC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$707,862

-$105,824 QoQ

Shares Held

12,423

-25.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,203

of 3,594 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $4,449,375 across 4 Banks - Diversified names. BAC ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,436	$3,088,685
2	BAC	Bank Of America Corp /De/ This page	12,423	$707,862
3	TD	Toronto Dominion Bank	2,905	$352,754
4	C	Citigroup Inc	2,144	$300,074

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$707,862	12,423	-25.6%	Shares	Sole	2026-08-10
2026-03-31	$813,686	16,691	-11.1%	Shares	Sole	2026-05-13
2025-12-31	$1,032,845	18,779	-2.1%	Shares	Sole	2026-02-10
2025-06-30	$907,739	19,183	+1.5%	Shares	Sole	2025-08-12
2025-03-31	$788,947	18,906	+6.6%	Shares	Sole	2025-05-15
2024-12-31	$779,673	17,740	-1.3%	Shares	Sole	2025-01-23
2024-09-30	$713,486	17,981	-13.3%	Shares	Sole	2024-10-21
2024-06-30	$824,670	20,736	+2.3%	Shares	Sole	2024-07-19
2024-03-31	$768,903	20,277	-19.6%	Shares	Sole	2024-04-16
2023-12-31	$849,224	25,222	-4.0%	Shares	Sole	2024-02-07
2023-06-30	$754,059	26,283	+61.9%	Shares	Sole	2023-07-24
2023-03-31	$464,378	16,237	+13.1%	Shares	Sole	2023-04-19
2022-12-31	$475,437	14,355	+73.8%	Shares	Sole	2023-01-18
2022-03-31	$340,477	8,260	-8.1%	Shares	Sole	2022-04-26
2021-12-31	$400,054	8,992	-35.3%	Shares	Sole	2022-01-13
2021-09-30	$590,097	13,901	-14.3%	Shares	Sole	2021-11-05
2021-06-30	$668,626	16,217	-4.0%	Shares	Sole	2021-08-11
2021-03-31	$653,551	16,892	+0.1%	Shares	Sole	2021-05-03
2020-12-31	$511,663	16,881	-10.6%	Shares	Sole	2021-01-25
2020-09-30	$455,084	18,891	-9.9%	Shares	Sole	2020-10-30
2020-06-30	$498,061	20,971	-21.8%	Shares	Sole	2020-08-10
2020-03-31	$569,452	26,823	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.