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Plotkin Financial Advisors, LLC

SEC CIK
0001826394
Latest filing
Aug 14, 2026

BAC holding history

Bank of America Corp in every 13F filed by Plotkin Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
4,410
Value
$251.3K
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of BAC by Plotkin Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,410$251.3K0.1%00.0%UnchangedHolders
Q1 20264,410$215.0K0.1%+160+3.8%AddedHolders
Q4 20254,250$233.8K0.1%00.0%UnchangedHolders
Q3 20254,250$219.3K0.1%−300−6.6%ReducedHolders
Q2 20254,550$215.3K0.1%+4,550NewHolders