YHB Investment Advisors, Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1469219
West Hartford, CT
Position in BAC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$806,096
+$122,426 QoQ
Shares Held
14,147
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,091
of 3,594 holders
Holding Since
Mar 2020
26 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, 2026YHB Investment Advisors, Inc. holds $26,056,974 across 6 Banks - Diversified names. BAC ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
55,809 | $18,267,959 | |
| 2 | C |
Citigroup Inc
|
29,659 | $4,151,073 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
25,585 | $2,114,344 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
14,147 | $806,096 | |
| 5 | ING |
Ing Groep NV
|
12,889 | $404,456 | |
| 6 | TD |
Toronto Dominion Bank
|
2,578 | $313,046 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $806,096 | 14,147 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $683,670 | 14,024 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,087,735 | 19,777 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,060,277 | 20,552 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $955,438 | 20,191 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $878,583 | 21,054 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $891,525 | 20,285 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $609,643 | 15,364 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $719,081 | 18,081 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $631,709 | 16,659 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $583,467 | 17,329 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $466,856 | 17,051 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $483,569 | 16,855 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $480,165 | 16,789 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $559,893 | 16,905 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $504,611 | 16,709 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $518,719 | 16,663 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $658,036 | 15,964 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $747,698 | 16,806 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $698,599 | 16,457 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $903,844 | 21,922 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,291,278 | 33,375 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,016,173 | 33,526 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $804,509 | 33,396 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $758,218 | 31,925 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $682,544 | 32,150 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||