AFFINITY INVESTMENT ADVISORS, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1520601 NEWPORT BEACH, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,352,133

+$493,238 QoQ

Shares Held

58,830

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

#1,175

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 66% Shared 0% None 34%

Financial Services · as of Jun 30, 2026

AFFINITY INVESTMENT ADVISORS, LLC holds $12,096,401 across 5 Banks - Diversified names. BAC ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,621	$4,458,561
2	BAC	Bank Of America Corp /De/ This page	58,830	$3,352,133
3	C	Citigroup Inc	14,209	$1,988,691
4	WFC	Wells Fargo & Company/Mn	16,493	$1,362,981
5	BNY	Bank of New York Mellon Corp	6,459	$934,035

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,352,133	58,830	+0.3%	Shares	Sole	2026-08-05
2026-03-31	$2,858,895	58,644	+0.6%	Shares	Sole	2026-05-14
2025-12-31	$3,205,345	58,279	-0.6%	Shares	Sole	2026-02-12
2025-09-30	$3,024,154	58,619	-2.0%	Shares	Sole	2025-11-10
2025-06-30	$2,829,972	59,805	-2.7%	Shares	Sole	2025-08-14
2025-03-31	$2,564,225	61,448	-3.9%	Shares	Sole	2025-05-13
2024-12-31	$2,809,240	63,919	-22.1%	Shares	Sole	2025-02-11
2024-09-30	$3,257,529	82,095	-1.3%	Shares	Sole	2024-10-28
2024-06-30	$3,307,432	83,164	-1.8%	Shares	Sole	2024-08-13
2024-03-31	$3,210,193	84,657	-0.3%	Shares	Sole	2024-05-03
2023-12-31	$2,859,458	84,926	+2.9%	Shares	Sole	2024-02-09
2023-09-30	$2,260,465	82,559	+0.2%	Shares	Sole	2023-10-26
2023-06-30	$2,363,969	82,397	-9.0%	Shares	Sole	2023-08-10
2023-03-31	$2,589,701	90,549	-13.4%	Shares	Sole	2023-05-05
2022-12-31	$3,462,596	104,547	-1.9%	Shares	Sole	2023-02-08
2022-09-30	$3,217,417	106,537	-1.2%	Shares	Sole	2022-11-08
2022-06-30	$3,357,432	107,852	+4.1%	Shares	Sole	2022-07-27
2022-03-31	$4,272,617	103,654	-2.0%	Shares	Sole	2022-05-05
2021-12-31	$4,703,927	105,730	-1.3%	Shares	Sole	2022-02-04
2021-09-30	$4,547,880	107,135	-0.3%	Shares	Sole	2021-11-08
2021-06-30	$4,431,441	107,481	-40.0%	Shares	Sole	2021-08-09
2021-03-31	$6,932,125	179,171	-1.6%	Shares	Sole	2021-05-13
2020-12-31	$5,519,723	182,109	-3.3%	Shares	Sole	2021-02-12
2020-09-30	$4,535,424	188,270	+1.4%	Shares	Sole	2020-11-13
2020-06-30	$4,408,712	185,630	-20.3%	Shares	Sole	2020-08-13
2020-03-31	$4,945,931	232,969	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.