United Asset Strategies, Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1539948
GARDEN CITY, NY
Position in BAC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$19,312,117
+$2,920,466 QoQ
Shares Held
338,928
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#503
of 3,594 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026United Asset Strategies, Inc. holds $50,053,940 across 4 Banks - Diversified names. BAC ranks #1 (38.6% of the industry book) .
All Filings in BAC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,312,117 | 338,928 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $16,391,651 | 336,239 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $18,348,660 | 333,612 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $17,119,935 | 331,846 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $15,739,531 | 332,619 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,962,273 | 334,586 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,813,297 | 359,802 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $14,320,512 | 360,900 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $14,219,723 | 357,549 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $13,553,556 | 357,425 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $11,015,106 | 327,149 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,545,710 | 92,977 | Shares | Sole | 2023-11-07 | |
| 2022-12-31 | $224,421 | 6,776 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $234,412 | 7,762 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $246,642 | 7,923 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $556,964 | 13,512 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $482,316 | 10,841 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $389,224 | 9,169 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $362,081 | 8,782 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $4,326,277 | 111,819 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,375,594 | 111,369 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,215,942 | 50,475 | Shares | Sole | 2020-11-03 | |
| 2020-03-31 | $418,167 | 19,697 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||