Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,914,227
+$2,314,617 QoQ
Shares Held
314,395
-1.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#520
of 3,594 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, 2026KCM INVESTMENT ADVISORS LLC holds $97,769,565 across 8 Banks - Diversified names. BAC ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
227,545 | $74,482,304 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
314,395 | $17,914,227 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
35,531 | $2,936,281 | |
| 4 | C |
Citigroup Inc
|
7,338 | $1,027,026 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,702 | $535,346 | |
| 6 | RY |
Royal Bank Of Canada
|
1,589 | $328,875 | |
| 7 | TD |
Toronto Dominion Bank
|
2,424 | $294,346 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,184 | $251,160 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,914,227 | 314,395 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,599,610 | 319,992 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,439,410 | 335,262 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,752,603 | 363,493 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,255,001 | 364,645 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,098,331 | 361,810 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,092,594 | 388,910 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,140,435 | 406,765 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $16,582,061 | 416,949 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $16,434,376 | 433,396 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $16,335,135 | 485,154 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,243,541 | 520,217 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $15,450,683 | 538,539 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $16,581,994 | 579,790 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $18,340,696 | 553,765 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $16,804,880 | 556,453 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $17,915,595 | 575,509 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $25,301,042 | 613,805 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $24,608,753 | 553,130 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,263,178 | 430,228 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,181,905 | 271,208 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $10,615,375 | 274,370 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,120,746 | 267,923 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $5,609,043 | 232,837 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,614,802 | 278,518 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,629,580 | 265,171 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||