Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,179,754
+$2,255,527 QoQ
Shares Held
301,505
-1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#534
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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KLCM Advisors, Inc. holds $76,543,232 across 6 Banks - Diversified names. BAC ranks #3 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
244,934 | $34,280,962 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
231,179 | $19,104,632 | |
| 3 | BAC |
Bank Of America Corp /De/
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|
301,505 | $17,179,754 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
15,506 | $5,075,578 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
3,779 | $667,749 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,622 | $234,557 |
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,179,754 | 301,505 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,924,227 | 306,138 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $17,386,820 | 316,124 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $16,681,936 | 323,356 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,172,603 | 341,771 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $14,468,208 | 346,710 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,172,375 | 345,219 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $14,773,895 | 372,326 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $22,966,936 | 577,494 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,361,841 | 589,711 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $19,535,064 | 580,192 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $9,974,506 | 364,299 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $11,019,197 | 384,078 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,929,920 | 347,200 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,151,669 | 336,705 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,406,786 | 311,483 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,299,962 | 298,746 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $955,933 | 23,191 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,180,497 | 26,534 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,161,601 | 27,364 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,444,822 | 35,043 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $13,079,309 | 338,054 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $10,647,903 | 351,300 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $8,526,149 | 353,929 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $8,829,822 | 371,782 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $8,159,304 | 384,329 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||