Apriem Advisors

Position in BAC — Bank Of America Corp /De/

CIK 1425165 IRVINE, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,766,095

+$245,193 QoQ

Shares Held

30,995

-0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,542

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

Apriem Advisors holds $17,002,564 across 4 Banks - Diversified names. BAC ranks #2 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	44,544	$14,580,587
2	BAC	Bank Of America Corp /De/ This page	30,995	$1,766,095
3	C	Citigroup Inc	2,906	$406,723
4	WFC	Wells Fargo & Company/Mn	3,015	$249,159

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,766,095	30,995	-0.7%	Shares	Sole	2026-08-14
2026-03-31	$1,520,902	31,198	-1.1%	Shares	Sole	2026-05-15
2025-12-31	$1,734,700	31,540	-0.6%	Shares	Sole	2026-02-13
2025-09-30	$1,636,899	31,729	-5.9%	Shares	Sole	2025-11-10
2025-06-30	$1,595,299	33,713	+17.0%	Shares	Sole	2025-08-14
2025-03-31	$1,202,825	28,824	+0.4%	Shares	Sole	2025-05-15
2024-12-31	$1,261,672	28,707	-17.8%	Shares	Sole	2025-02-05
2024-09-30	$1,386,300	34,937	+2.5%	Shares	Sole	2024-11-14
2024-06-30	$1,356,196	34,101	-0.1%	Shares	Sole	2024-08-14
2024-03-31	$1,293,830	34,120	+8.5%	Shares	Sole	2024-05-15
2023-12-31	$1,058,349	31,433	-0.7%	Shares	Sole	2024-02-14
2023-09-30	$866,303	31,640	-0.5%	Shares	Sole	2023-11-13
2023-06-30	$912,600	31,809	-2.7%	Shares	Sole	2023-08-08
2023-03-31	$935,334	32,704	+9.8%	Shares	Sole	2023-05-12
2022-12-31	$986,578	29,788	+3.6%	Shares	Sole	2023-02-13
2022-09-30	$867,978	28,741	+1.1%	Shares	Sole	2022-11-14
2022-06-30	$885,368	28,441	-3.1%	Shares	Sole	2022-08-08
2022-03-31	$1,209,271	29,337	-4.5%	Shares	Sole	2022-05-10
2021-12-31	$1,366,643	30,718	-12.3%	Shares	Sole	2022-02-09
2021-09-30	$1,487,490	35,041	-0.4%	Shares	Sole	2021-11-12
2021-06-30	$1,450,842	35,189	-2.7%	Shares	Sole	2021-08-10
2021-03-31	$1,399,378	36,169	-68.4%	Shares	Sole	2021-05-10
2020-12-31	$3,465,342	114,330	+0.2%	Shares	Sole	2021-02-04
2020-09-30	$2,747,874	114,067	-6.3%	Shares	Sole	2020-11-10
2020-06-30	$2,890,446	121,703	-2.9%	Shares	Sole	2020-08-07
2020-03-31	$2,660,097	125,299	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.