LBMC INVESTMENT ADVISORS, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1536924 BRENTWOOD, TN

Position in BAC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$927,634

+$67,343 QoQ

Shares Held

16,280

-7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,987

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LBMC INVESTMENT ADVISORS, LLC holds $6,378,500 across 5 Banks - Diversified names. BAC ranks #4 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,716	$2,853,008
2	C	Citigroup Inc	8,479	$1,186,720
3	WFC	Wells Fargo & Company/Mn	11,626	$960,772
4	BAC	Bank Of America Corp /De/ This page	16,280	$927,634
5	RY	Royal Bank Of Canada	2,176	$450,366

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$927,634	16,280	-7.7%	Shares	Sole	2026-08-10
2026-03-31	$860,291	17,647	-14.2%	Shares	Sole	2026-05-14
2025-12-31	$1,130,635	20,557	-9.8%	Shares	Sole	2026-02-12
2025-09-30	$1,175,323	22,782	+30.6%	Shares	Sole	2025-10-07
2025-06-30	$825,544	17,446	+0.3%	Shares	Sole	2025-07-09
2025-03-31	$725,809	17,393	-18.7%	Shares	Sole	2025-04-09
2024-12-31	$939,782	21,383	-0.9%	Shares	Sole	2025-01-16
2024-09-30	$856,611	21,588	+0.4%	Shares	Sole	2024-10-08
2024-06-30	$855,174	21,503	-3.4%	Shares	Sole	2024-07-11
2024-03-31	$843,795	22,252	+0.3%	Shares	Sole	2024-04-12
2023-12-31	$747,103	22,189	-0.5%	Shares	Sole	2024-01-16
2023-09-30	$610,793	22,308	+0.9%	Shares	Sole	2023-10-05
2023-06-30	$634,106	22,102	+0.4%	Shares	Sole	2023-07-17
2023-03-31	$629,400	22,007	-1.1%	Shares	Sole	2023-04-10
2022-12-31	$737,085	22,255	+3.5%	Shares	Sole	2023-01-10
2022-09-30	$649,662	21,512	-4.7%	Shares	Sole	2022-10-07
2022-06-30	$702,541	22,568	-11.7%	Shares	Sole	2022-07-07
2022-03-31	$1,053,047	25,547	+0.2%	Shares	Sole	2022-04-11
2021-12-31	$1,133,783	25,484	-4.6%	Shares	Sole	2022-03-17
2021-09-30	$1,134,476	26,725	0.0%	Shares	Sole	2021-11-15
2021-06-30	$1,101,871	26,725	+0.2%	Shares	Sole	2021-08-02
2021-03-31	$1,031,978	26,673	-0.4%	Shares	Sole	2021-04-20
2020-12-31	$812,004	26,790	+0.9%	Shares	Sole	2021-01-21
2020-09-30	$639,541	26,548	+0.3%	Shares	Sole	2020-10-20
2020-06-30	$628,425	26,460	+0.4%	Shares	Sole	2020-07-14
2020-03-31	$559,474	26,353	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.