CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Position in BAC — Bank Of America Corp /De/
CIK 944361
MINNEAPOLIS, MN
Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,280,680
+$745,583 QoQ
Shares Held
57,576
+10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,184
of 3,594 holders
Holding Since
Jun 2020
25 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, 2026CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds $19,790,862 across 6 Banks - Diversified names. BAC ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,541 | $7,705,675 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
22,055 | $3,897,118 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
57,576 | $3,280,680 | |
| 4 | C |
Citigroup Inc
|
13,879 | $1,942,504 | |
| 5 | UBS |
UBS Group AG
|
33,990 | $1,684,544 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
15,493 | $1,280,341 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,280,680 | 57,576 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,535,097 | 52,002 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,161,775 | 39,305 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,627,716 | 31,551 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,445,578 | 30,549 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,567,670 | 37,567 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,408,114 | 32,039 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,270,632 | 32,022 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,222,490 | 30,739 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,233,916 | 32,540 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,496,833 | 44,456 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,192,152 | 43,541 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $901,267 | 31,414 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,166,022 | 40,770 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,128,133 | 34,062 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,018,042 | 33,710 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,105,924 | 35,526 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $1,529,632 | 37,109 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,516,085 | 34,077 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,317,181 | 31,029 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,279,325 | 31,029 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,200,512 | 31,029 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $990,561 | 32,681 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $834,766 | 34,652 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $798,451 | 33,619 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||