SEC 13F Intelligence

United Capital Financial Advisors, LLC / BAC

United Capital Financial Advisors, LLC’s Bank America Corp Position

Does United Capital Financial Advisors, LLC own Bank America Corp (BAC)? Yes — 570.6K shares worth $28M (+0.17% of its 13F portfolio) as of Q1 2026, up from 560.8K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
570.6K
% of Portfolio
+0.17%
Quarters Held
30
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $114MQ4 ’18Q1 ’19: $87MQ2 ’19: $90MQ3 ’19: $89MQ4 ’19: $101MQ4 ’19Q1 ’20: $73MQ2 ’20: $77MQ3 ’20: $81MQ4 ’20: $84MQ4 ’20Q1 ’21: $91MQ2 ’21: $92MQ3 ’21: $86MQ4 ’21: $81MQ4 ’21Q1 ’22: $78MQ2 ’22: $74MQ3 ’22: $54MQ4 ’22: $49MQ4 ’22Q1 ’23: $36MQ2 ’23: $35MQ3 ’23: $22MQ4 ’23: $20MQ4 ’23Q1 ’24: $23MQ2 ’24: $20MQ3 ’24: $21MQ4 ’24: $19MQ4 ’24Q1 ’25: $17MQ2 ’25: $20MQ3 ’25: $22MQ4 ’25: $27MQ4 ’25Q1 ’26: $28Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026570.6K$28M+0.17%
Q4 2025560.8K$27M+0.16%
Q3 2025458.1K$22M+0.16%
Q2 2025440.3K$20M+0.16%
Q1 2025392.1K$17M+0.15%
Q4 2024458.1K$19M+0.16%
Q3 2024482.7K$21M+0.17%
Q2 2024495.1K$20M+0.17%
Q1 2024580.7K$23M+0.19%
Q4 2023563.3K$20M+0.17%
Q3 2023726.7K$22M+0.14%
Q2 20231.02M$35M+0.20%
Q1 20231.04M$36M+0.20%
Q4 20221.33M$49M+0.28%
Q3 20221.51M$54M+0.32%
Q2 20221.69M$74M+0.41%
Q1 20221.64M$78M+0.38%
Q4 20211.64M$81M+0.37%
Q3 20211.71M$86M+0.43%
Q2 20211.80M$92M+0.46%
Q1 20211.78M$91M+0.51%
Q4 20201.73M$84M+0.51%
Q3 20201.73M$81M+0.53%
Q2 20201.79M$77M+0.56%
Q1 20201.79M$73M+0.60%
Q4 20191.99M$101M+0.65%
Q3 20191.85M$89M+0.63%
Q2 20191.98M$90M+0.59%
Q1 20191.88M$87M+0.61%
Q4 20182.43M$114M+0.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See United Capital Financial Advisors, LLC’s full portfolio or all institutional holders of BAC.