Cheviot Value Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1427147
BEVERLY HILLS, CA
Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$793,845
+$107,543 QoQ
Shares Held
13,932
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,111
of 3,594 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cheviot Value Management, LLC holds $4,820,932 across 7 Banks - Diversified names. BAC ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,273 | $2,708,001 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
13,932 | $793,845 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,950 | $656,988 | |
| 4 | C |
Citigroup Inc
|
2,883 | $403,504 | |
| 5 | UBS |
UBS Group AG
|
4,869 | $241,307 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
728 | $17,166 | |
| 7 | TD |
Toronto Dominion Bank
|
1 | $121 |
All Filings in BAC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,845 | 13,932 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $686,302 | 14,078 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $774,290 | 14,078 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $726,954 | 14,091 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $669,152 | 14,141 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $590,103 | 14,141 | Shares | Sole | 2025-05-09 | |
| 2023-09-30 | $472,962 | 17,274 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $527,092 | 18,372 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $525,439 | 18,372 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $615,104 | 18,572 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $542,754 | 17,972 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $559,468 | 17,972 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $740,805 | 17,972 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $808,472 | 18,172 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $771,401 | 18,172 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $760,569 | 18,447 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $713,714 | 18,447 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $227,870 | 7,518 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||