Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,965,183
+$436,237 QoQ
Shares Held
34,489
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,469
of 3,589 holders
Holding Since
Mar 2020
25 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, 2026IMA Advisory Services, Inc. holds $15,531,561 across 13 Banks - Diversified names. BAC ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
22,933 | $7,506,658 | |
| 2 | C |
Citigroup Inc
|
41,549 | $5,815,198 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
34,489 | $1,965,183 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,270 | $104,952 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,651 | $32,838 | |
| 6 | SAN |
Banco Santander, S.A.
|
2,334 | $32,209 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
205 | $19,493 | |
| 8 | BCS |
Barclays PLC
|
653 | $17,539 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,965,183 | 34,489 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,528,946 | 31,363 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,921,150 | 34,930 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,982,500 | 38,428 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,818,412 | 38,428 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,602,849 | 38,410 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,688,119 | 38,410 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,524,069 | 38,409 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,523,747 | 38,314 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,452,866 | 38,314 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $1,141,198 | 41,680 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $1,195,799 | 41,680 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,197,939 | 41,886 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $11,997,918 | 362,256 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $10,940,131 | 362,256 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,753,536 | 377,563 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $15,586,023 | 378,118 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $17,106,849 | 384,510 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,370,927 | 385,652 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $15,930,117 | 386,372 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,948,732 | 386,372 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $11,645,799 | 384,223 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $9,257,377 | 384,283 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,120,546 | 384,023 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,179,027 | 385,258 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||