ZACKS INVESTMENT MANAGEMENT

Position in BAC — Bank Of America Corp /De/

CIK 1086483 Chicago, IL

Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$127,917,820

+$18,554,411 QoQ

Shares Held

2,244,960

+0.1% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#214

of 3,595 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $704,978,174 across 5 Banks - Diversified names. BAC ranks #2 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	910,319	$297,974,718
2	BAC	Bank Of America Corp /De/ This page	2,244,960	$127,917,820
3	BNY	Bank of New York Mellon Corp	847,536	$122,562,180
4	WFC	Wells Fargo & Company/Mn	1,037,525	$85,741,066
5	C	Citigroup Inc	505,733	$70,782,390

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$127,917,820	2,244,960	+0.1%	Shares	Sole	2026-08-13
2026-03-31	$109,363,409	2,243,352	-0.6%	Shares	Sole	2026-05-14
2025-12-31	$124,131,150	2,256,930	+0.7%	Shares	Sole	2026-02-17
2025-09-30	$115,658,020	2,241,869	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$105,968,455	2,239,401	+0.7%	Shares	Sole	2025-08-12
2025-03-31	$92,772,091	2,223,151	+1.7%	Shares	Sole	2025-05-14
2024-12-31	$96,100,191	2,186,580	-2.9%	Shares	Sole	2025-02-13
2024-09-30	$89,332,417	2,251,321	+7.0%	Shares	Sole	2024-11-14
2024-03-31	$79,784,097	2,104,011	+6.1%	Shares	Sole	2024-05-15
2023-12-31	$66,746,431	1,982,371	-5.0%	Shares	Sole	2024-02-14
2023-09-30	$57,138,226	2,086,860	-0.2%	Shares	Sole	2023-11-14
2023-06-30	$59,974,178	2,090,421	+1.9%	Shares	Sole	2023-08-15
2023-03-31	$58,681,136	2,051,788	+4.1%	Shares	Sole	2023-05-15
2022-12-31	$65,292,734	1,971,399	+2.3%	Shares	Sole	2023-02-14
2022-09-30	$58,213,882	1,927,612	+1.4%	Shares	Sole	2022-11-14
2022-06-30	$59,190,550	1,901,399	+6.0%	Shares	Sole	2022-08-15
2022-03-31	$73,943,032	1,793,863	+23.0%	Shares	Sole	2022-05-13
2021-12-31	$64,895,827	1,458,661	+2.7%	Shares	Sole	2022-02-15
2021-09-30	$60,281,080	1,420,049	-9.2%	Shares	Sole	2021-11-15
2021-06-30	$64,513,652	1,564,726	+1.8%	Shares	Sole	2021-08-16
2021-03-31	$59,453,839	1,536,672	+1.0%	Shares	Sole	2021-05-17
2020-12-31	$46,093,871	1,520,748	-4.8%	Shares	Sole	2021-02-16
2020-09-30	$38,470,694	1,596,957	-1.7%	Shares	Sole	2020-11-16
2020-06-30	$38,577,243	1,624,305	+2.2%	Shares	Sole	2020-08-14
2020-03-31	$33,745,912	1,589,539	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.