Position in BAC
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,411,907
+$206,369 QoQ
Shares Held
24,779
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,675
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PIN OAK INVESTMENT ADVISORS INC holds $3,309,809 across 10 Banks - Diversified names. BAC ranks #1 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
This page
|
24,779 | $1,411,907 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,846 | $931,581 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
8,976 | $741,776 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
4,518 | $113,221 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
3,954 | $78,645 | |
| 6 | C |
Citigroup Inc
|
206 | $28,831 | |
| 7 | SAN |
Banco Santander, S.A.
|
131 | $1,807 | |
| 8 | UBS |
UBS Group AG
|
22 | $1,090 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,411,907 | 24,779 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,205,538 | 24,729 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,360,095 | 24,729 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,253,430 | 24,296 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,037 | 24,871 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,101,505 | 26,396 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,017 | 25,635 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,015,450 | 25,591 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,050,802 | 26,422 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $699,472 | 18,446 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $634,544 | 18,846 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $511,348 | 18,676 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $535,814 | 18,676 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $546,031 | 19,092 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $636,467 | 19,217 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $58,467 | 1,936 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $602,863 | 19,366 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $798,307 | 19,367 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $883,882 | 19,867 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $853,542 | 20,107 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $830,660 | 20,147 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $779,487 | 20,147 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $614,292 | 20,267 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $514,249 | 21,347 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $516,871 | 21,763 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $456,360 | 21,496 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||