Position in BAC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$347,464
+$54,038 QoQ
Shares Held
6,098
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,819
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Mar 31, 2025CallValue
$146,055
CallShares
3,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 20261834 INVESTMENT ADVISORS CO holds $15,754,960 across 6 Banks - Diversified names. BAC ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
22,859 | $7,482,436 | |
| 2 | C |
Citigroup Inc
|
31,941 | $4,470,462 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
11,844 | $1,712,760 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,719 | $1,381,658 | |
| 5 | SAN |
Banco Santander, S.A.
|
26,100 | $360,180 | |
| 6 | BAC |
Bank Of America Corp /De/
This page
|
6,098 | $347,464 |
All Filings in BAC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,464 | 6,098 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $293,426 | 6,019 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $331,045 | 6,019 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $468,282 | 9,077 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $457,537 | 9,669 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $146,055 | 3,500 | Call | Sole | 2025-05-09 | |
| 2025-03-31 | $257,432 | 6,169 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $357,489 | 8,134 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $373,547 | 9,414 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $696,492 | 17,513 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,005,031 | 26,504 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,906,900 | 56,635 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $3,918,379 | 143,111 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,894,313 | 170,593 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,599,536 | 195,788 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,256,525 | 219,098 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,084,859 | 234,598 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,342,166 | 235,855 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $9,572,067 | 232,219 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $10,390,817 | 233,554 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $9,211,225 | 216,990 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,573,628 | 159,438 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $6,253,116 | 161,621 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,688,502 | 154,685 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,515,188 | 145,919 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,309,853 | 97,257 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,271,291 | 106,985 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||