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Ethos Financial Group, LLC

SEC CIK
0001954242
Latest filing
Aug 7, 2026

BAC holding history

Bank of America Corp in every 13F filed by Ethos Financial Group, 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)
30,154
Value
$1.80M
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of BAC by Ethos Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,154$1.80M0.1%+5,971+24.7%AddedHolders
Q1 202624,183$1.25M0.1%+208+0.9%AddedHolders
Q4 202523,975$1.32M0.1%+1,293+5.7%AddedHolders
Q3 202522,682$1.17M0.1%−468−2.0%ReducedHolders
Q2 202523,150$1.10M0.1%−17,448−43.0%ReducedHolders
Q1 202540,598$1.73M0.2%+31,948+369.3%AddedHolders
Q4 20248,650$380.2K<0.1%+973+12.7%AddedHolders
Q3 20247,677$312.0K0.1%+275+3.7%AddedHolders
Q2 20247,402$312.0K0.1%−941−11.3%ReducedHolders
Q1 20248,343$320.0K0.1%−109−1.3%ReducedHolders
Q4 20238,452$285.0K0.1%+492+6.2%AddedHolders
Q3 20237,960$217.9K0.1%+757+10.5%AddedHolders
Q2 20237,203$206.0K0.1%00.0%UnchangedHolders
Q1 20237,203$206.0K0.1%−1,533−17.5%ReducedHolders
Q4 20228,736$289.3K0.1%–No prior filingHolders