BANK OF AMERICA CORP · CUSIP 060505104 · CIK 1793399
As of 2026-06-30, Winning Points Advisors, LLC reported 166.15K BAC (shares), valued at $5.76M, or 7.60% of its reported non-derivative portfolio. Filed 2026-08-17.
Verify history & sources →Shares increased 3.41%; reported value decreased 26.75%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 7.60% | 166,152 | SEC filing ↗Filed Aug 17, 2026 |
| Q1 2026 | 7.88% | 160,668 | SEC filing ↗Filed Aug 17, 2026Amended |
| Q4 2025 | 6.31% | 172,033 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | Not reported | Not reported | No filing this quarter |
| Q2 2025 | Not reported | Not reported | No filing this quarter |
| Q1 2025 | Not reported | Not reported | No filing this quarter |
| Q4 2024 | Not reported | Not reported | No filing this quarter |
| Q3 2024 | 7.44% | 142,580 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | 7.80% | 150,349 | SEC filing ↗Filed Nov 14, 2024 |
| Q4 2023 | 7.80% | 150,349 | SEC filing ↗Filed Nov 14, 2024 |
| Q3 2023 | 6.96% | 142,580 | SEC filing ↗Filed Nov 14, 2024Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.96% | 142,580 | $3.93M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2023 | 7.80% | 150,349 | $5.06M | Shares increased 5.45%; reported value increased 28.83%, and weight changed +0.84 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q1 2024 | 7.80% | 150,349 | $5.06M | Shares unchanged; reported value increased 0.00%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | 7.44% | 142,580 | $3.93M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2025 | 6.31% | 172,033 | $5.90M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 7.88% | 160,668 | $7.87M | Shares decreased 6.61%; reported value increased 33.41%, and weight changed +1.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 17, 2026 |
| Q2 2026 | 7.60% | 166,152 | $5.76M | Shares increased 3.41%; reported value decreased 26.75%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 17, 2026 |
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.