Westside Investment Management, Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1538383
SANTA MONICA, CA
Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,360,794
+$285,702 QoQ
Shares Held
41,432
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,369
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Westside Investment Management, Inc. holds $6,958,413 across 13 Banks - Diversified names. BAC ranks #1 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
This page
|
41,432 | $2,360,794 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
7,028 | $2,300,474 | |
| 3 | C |
Citigroup Inc
|
9,824 | $1,374,966 | |
| 4 | RY |
Royal Bank Of Canada
|
1,438 | $297,622 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,793 | $148,173 | |
| 6 | UBS |
UBS Group AG
|
2,095 | $103,828 | |
| 7 | SAN |
Banco Santander, S.A.
|
7,288 | $100,574 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,020 | $96,991 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,360,794 | 41,432 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,075,092 | 42,566 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,365,825 | 43,015 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,234,207 | 43,307 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,046,542 | 43,249 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,760,630 | 42,191 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,847,745 | 42,042 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,688,065 | 42,542 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,679,964 | 42,242 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,624,151 | 42,831 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,439,426 | 42,751 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,226,651 | 44,801 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,336,982 | 46,601 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,312,768 | 45,901 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,442,409 | 43,551 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,333,360 | 44,151 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $966,617 | 31,051 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,286,599 | 31,213 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,388,666 | 31,213 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,345,792 | 31,703 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,352,467 | 32,803 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,354,266 | 35,003 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,163,994 | 38,403 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $913,998 | 37,941 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $861,911 | 36,291 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $666,430 | 31,391 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||