GUARDIAN INVESTMENT MANAGEMENT

Position in BAC — Bank Of America Corp /De/

CIK 1365474 TIBURON, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,835,894

+$165,418 QoQ

Shares Held

49,770

-9.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.94%

of 13F equity value

Holder Rank

#1,255

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GUARDIAN INVESTMENT MANAGEMENT holds $6,141,549 across 3 Banks - Diversified names. BAC ranks #1 (46.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	49,770	$2,835,894
2	JPM	Jpmorgan Chase & Co	6,210	$2,032,719
3	C	Citigroup Inc	9,095	$1,272,936

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,835,894	49,770	-9.1%	Shares	Sole	2026-07-20
2026-03-31	$2,670,476	54,779	-22.4%	Shares	Sole	2026-04-16
2025-12-31	$3,880,745	70,559	-0.7%	Shares	Sole	2026-01-23
2025-09-30	$3,665,675	71,054	-1.7%	Shares	Sole	2025-11-13
2025-06-30	$3,419,721	72,268	+1.4%	Shares	Sole	2025-07-17
2025-03-31	$2,974,013	71,268	-4.0%	Shares	Sole	2025-04-28
2024-12-31	$3,264,078	74,268	-2.1%	Shares	Sole	2025-01-16
2024-09-30	$3,010,442	75,868	-44.6%	Shares	Sole	2024-10-10
2024-06-30	$5,444,234	136,893	+60.0%	Shares	Sole	2024-07-24
2024-03-31	$3,243,980	85,548	+6.2%	Shares	Sole	2024-04-26
2023-12-31	$2,713,397	80,588	-7.3%	Shares	Sole	2024-01-31
2023-09-30	$2,381,485	86,979	+1.2%	Shares	Sole	2023-10-13
2023-06-30	$2,466,737	85,979	-44.5%	Shares	Sole	2023-07-17
2023-03-31	$4,433,829	155,029	+74.4%	Shares	Sole	2023-05-08
2022-12-31	$2,943,672	88,879	0.0%	Shares	Sole	2023-01-13
2022-09-30	$2,684,145	88,879	+8.0%	Shares	Sole	2022-10-12
2022-06-30	$2,561,345	82,279	-6.8%	Shares	Sole	2022-07-19
2022-03-31	$3,638,860	88,279	0.0%	Shares	Sole	2022-04-22
2021-12-31	$3,927,532	88,279	-2.3%	Shares	Sole	2022-01-19
2021-09-30	$3,836,588	90,379	+524.2%	Shares	Sole	2021-10-13
2021-06-30	$596,969	14,479	-90.7%	Shares	Sole	2021-07-14
2021-03-31	$5,998,072	155,029	0.0%	Shares	Sole	2021-04-14
2020-12-31	$4,698,928	155,029	-7.3%	Shares	Sole	2021-01-19
2020-09-30	$4,028,305	167,219	-2.5%	Shares	Sole	2020-10-13
2020-06-30	$4,071,842	171,446	-1.1%	Shares	Sole	2020-07-13
2020-03-31	$3,681,345	173,403	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.