Diligent Investors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1549042 REDLANDS, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,091,222

+$314,236 QoQ

Shares Held

36,701

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#1,441

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

Diligent Investors, LLC holds $5,813,302 across 4 Banks - Diversified names. BAC ranks #1 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	36,701	$2,091,222
2	JPM	Jpmorgan Chase & Co	6,037	$1,976,091
3	WFC	Wells Fargo & Company/Mn	16,609	$1,372,567
4	ING	Ing Groep NV	11,900	$373,422

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,091,222	36,701	+0.7%	Shares	Sole	2026-07-24
2026-03-31	$1,776,986	36,451	-1.0%	Shares	Sole	2026-04-15
2025-12-31	$2,024,715	36,813	-0.7%	Shares	Sole	2026-01-23
2025-09-30	$1,912,234	37,066	-40.3%	Shares	Sole	2025-11-14
2025-06-30	$2,935,590	62,037	-8.2%	Shares	Sole	2025-07-22
2025-03-31	$2,820,488	67,589	+1.3%	Shares	Sole	2025-04-10
2024-12-31	$2,933,091	66,737	-0.7%	Shares	Sole	2025-02-14
2024-09-30	$2,667,249	67,219	-1.6%	Shares	Sole	2024-11-01
2024-06-30	$2,716,171	68,297	+0.2%	Shares	Sole	2024-07-15
2024-03-31	$2,584,665	68,161	-1.7%	Shares	Sole	2024-05-06
2023-12-31	$2,335,115	69,353	-0.4%	Shares	Sole	2024-01-10
2023-09-30	$1,906,934	69,647	+2.3%	Shares	Sole	2023-11-06
2023-06-30	$1,952,469	68,054	+9.5%	Shares	Sole	2023-07-24
2023-03-31	$1,777,032	62,134	+0.9%	Shares	Sole	2023-05-11
2022-12-31	$2,040,125	61,598	+0.8%	Shares	Sole	2023-01-20
2022-09-30	$1,844,736	61,084	+35.9%	Shares	Sole	2022-10-14
2022-06-30	$1,399,418	44,954	+2.1%	Shares	Sole	2022-07-13
2022-03-31	$1,815,534	44,045	-0.9%	Shares	Sole	2022-04-26
2021-12-31	$1,977,135	44,440	-1.1%	Shares	Sole	2022-01-21
2021-09-30	$1,906,514	44,912	0.0%	Shares	Sole	2021-10-13
2021-06-30	$1,851,721	44,912	-0.2%	Shares	Sole	2021-08-12
2021-03-31	$1,741,166	45,003	-12.4%	Shares	Sole	2021-04-23
2020-12-31	$1,556,812	51,363	+6.3%	Shares	Sole	2021-02-09
2020-09-30	$1,164,341	48,333	+16.0%	Shares	Sole	2020-11-09
2020-06-30	$989,520	41,664	+4.6%	Shares	Sole	2020-07-09
2020-03-31	$845,633	39,832	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.