SEC 13F Intelligence

Steward Partners Investment Advisory, LLC / BAC

Steward Partners Investment Advisory, LLC’s Bank America Corp Position

Does Steward Partners Investment Advisory, LLC own Bank America Corp (BAC)? Yes — 2.02M shares worth $100M (+0.51% of its 13F portfolio) as of Q1 2026, down from 2.20M shares the prior filed quarter.

Position Value
$100M
Q1 2026
Shares
2.02M
% of Portfolio
+0.51%
Quarters Held
30
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $25MQ4 ’18Q1 ’19: $31MQ2 ’19: $34MQ3 ’19: $36MQ4 ’19: $40MQ4 ’19Q1 ’20: $33MQ2 ’20: $35MQ3 ’20: $41MQ4 ’20: $44MQ4 ’20Q1 ’21: $117.4BQ2 ’21: $54MQ3 ’21: $49MQ4 ’21: $45MQ4 ’21Q1 ’22: $49MQ2 ’22: $47MQ3 ’22: $34MQ4 ’22: $36MQ4 ’22Q1 ’23: $38MQ2 ’23: $33MQ3 ’23: $31MQ4 ’23: $36MQ4 ’23Q1 ’24: $48MQ2 ’24: $50MQ3 ’24: $54MQ4 ’24: $53MQ4 ’24Q1 ’25: $68MQ2 ’25: $70MQ3 ’25: $99MQ4 ’25: $101MQ4 ’25Q1 ’26: $100Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.02M$100M+0.51%
Q4 20252.20M$101M+0.55%
Q3 20252.11M$99M+0.57%
Q2 20251.56M$70M+0.55%
Q1 20251.56M$68M+0.60%
Q4 20241.28M$53M+0.47%
Q3 20241.27M$54M+0.50%
Q2 20241.24M$50M+0.53%
Q1 20241.19M$48M+0.53%
Q4 20231.01M$36M+0.49%
Q3 20231.03M$31M+0.48%
Q2 20231.01M$33M+0.50%
Q1 20231.11M$38M+0.61%
Q4 2022999.0K$36M+0.62%
Q3 2022982.5K$34M+0.63%
Q2 20221.14M$47M+0.85%
Q1 20221.07M$49M+0.76%
Q4 2021938.9K$45M+0.69%
Q3 20211.01M$49M+0.84%
Q2 20211.08M$54M+0.90%
Q1 20212.34M$117.4B+1.03%
Q4 2020946.6K$44M+0.96%
Q3 2020921.7K$41M+1.03%
Q2 2020835.1K$35M+0.99%
Q1 2020852.3K$33M+1.19%
Q4 2019848.7K$40M+1.19%
Q3 2019833.2K$36M+1.22%
Q2 2019820.8K$34M+1.25%
Q1 2019762.1K$31M+1.32%
Q4 2018699.6K$25M+1.23%

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