Edgemoor Investment Advisors, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1313792 BETHESDA, MD

Position in BAC

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

Position Value

$457,606

+$66,095 QoQ

Shares Held

8,031

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,582

of 3,594 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Edgemoor Investment Advisors, Inc. holds $26,403,650 across 5 Banks - Diversified names. BAC ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	147,759	$20,680,349
2	BNY	Bank of New York Mellon Corp	18,610	$2,691,192
3	JPM	Jpmorgan Chase & Co	7,132	$2,334,517
4	BAC	Bank Of America Corp /De/ This page	8,031	$457,606
5	WFC	Wells Fargo & Company/Mn	2,904	$239,986

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$457,606	8,031	0.0%	Shares	Sole	2026-08-07
2026-03-31	$391,511	8,031	-26.5%	Shares	Sole	2026-05-13
2025-12-31	$601,205	10,931	-3.3%	Shares	Sole	2026-02-10
2025-09-30	$583,276	11,306	+56.5%	Shares	Sole	2025-11-06
2023-06-30	$207,227	7,223	-97.3%	Shares	Sole	2023-08-09
2023-03-31	$7,770,133	271,683	-2.7%	Shares	Sole	2023-05-09
2022-12-31	$9,247,534	279,213	-3.1%	Shares	Sole	2023-02-07
2022-09-30	$8,704,666	288,234	-0.1%	Shares	Sole	2022-11-08
2022-06-30	$8,979,323	288,446	-0.9%	Shares	Sole	2022-08-04
2022-03-31	$11,992,134	290,930	+0.0%	Shares	Sole	2022-05-12
2021-12-31	$12,942,585	290,910	-0.7%	Shares	Sole	2022-02-09
2021-09-30	$12,434,878	292,930	-19.2%	Shares	Sole	2021-11-02
2021-06-30	$14,939,319	362,341	+0.6%	Shares	Sole	2021-08-11
2021-03-31	$13,931,301	360,075	+8.0%	Shares	Sole	2021-05-12
2020-12-31	$10,101,868	333,285	+4.5%	Shares	Sole	2021-02-11
2020-09-30	$7,685,288	319,024	-2.4%	Shares	Sole	2020-11-10
2020-06-30	$7,764,421	326,923	+2.9%	Shares	Sole	2020-08-05
2020-03-31	$6,747,594	317,833	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.