DUMONT & BLAKE INVESTMENT ADVISORS LLC

Position in BAC — Bank Of America Corp /De/

CIK 1287618 PRINCETON, NJ

Back to BAC Full portfolio

Position in BAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$251,908

+$20,053 QoQ

Shares Held

4,421

-7.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#3,098

of 3,594 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Common Shares in BAC Over Time

Shares Held

Position Value (USD)

Derivatives in BAC

reported options exposure · as of Mar 31, 2020

CallValue

$8,492

CallShares

400

PutValue

PutShares

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, 2026

DUMONT & BLAKE INVESTMENT ADVISORS LLC holds $2,713,751 across 4 Banks - Diversified names. BAC ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	7,334	$1,026,466
2	WFC	Wells Fargo & Company/Mn	10,884	$899,453
3	BNY	Bank of New York Mellon Corp	3,706	$535,924
4	BAC	Bank Of America Corp /De/ This page	4,421	$251,908

All Filings in BAC

Export CSV

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,908	4,421	-7.0%	Shares	Sole	2026-08-07
2026-03-31	$231,855	4,756	+0.5%	Shares	Sole	2026-04-28
2025-12-31	$260,260	4,732	-9.5%	Shares	Sole	2026-01-29
2025-09-30	$269,609	5,226	+3.1%	Shares	Sole	2025-10-17
2025-06-30	$239,817	5,068	-1.2%	Shares	Sole	2025-07-29
2025-03-31	$214,116	5,131	-29.6%	Shares	Sole	2025-04-08
2023-03-31	$208,494	7,290	-1.7%	Shares	Sole	2023-04-14
2022-12-31	$245,518	7,413	+2.0%	Shares	Sole	2023-01-26
2022-09-30	$219,584	7,271	0.0%	Shares	Sole	2022-10-24
2022-06-30	$226,346	7,271	-2.6%	Shares	Sole	2022-08-03
2022-03-31	$307,830	7,468	+9.3%	Shares	Sole	2022-04-27
2021-12-31	$303,866	6,830	-5.5%	Shares	Sole	2022-01-31
2021-09-30	$306,913	7,230	-38.5%	Shares	Sole	2021-11-02
2021-06-30	$484,782	11,758	-2.5%	Shares	Sole	2021-07-22
2021-03-31	$466,485	12,057	-2.5%	Shares	Sole	2021-05-03
2020-12-31	$374,783	12,365	+1.2%	Shares	Sole	2021-01-29
2020-09-30	$294,211	12,213	-0.8%	Shares	Sole	2020-10-30
2020-06-30	$292,386	12,311	-6.4%	Shares	Sole	2020-07-31
2020-03-31	$279,344	13,158	—	Shares	Sole	2020-05-05
2020-03-31	$8,492	400	—	Call	Sole	2020-05-05
No filing history on record for this holder in this stock.