West Family Investments, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1568303 CARLSBAD, CA

Position in BAC

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

Position Value

$1,010,711

+$174,356 QoQ

Shares Held

17,738

+3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,929

of 3,595 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

West Family Investments, Inc. holds $13,392,674 across 18 Banks - Diversified names. BAC ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,256	$2,702,436
2	HSBC	Hsbc Holdings PLC	12,240	$1,163,901
3	RY	Royal Bank Of Canada	5,078	$1,050,993
4	BAC	Bank Of America Corp /De/ This page	17,738	$1,010,711
5	SAN	Banco Santander, S.A.	66,897	$923,178
6	C	Citigroup Inc	6,429	$899,802
7	MUFG	Mitsubishi Ufj Financial Group Inc	43,037	$856,005
8	WFC	Wells Fargo & Company/Mn	10,007	$826,978

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,010,711	17,738	+3.4%	Shares	Sole	2026-08-10
2026-03-31	$836,355	17,156	-31.9%	Shares	Sole	2026-05-07
2025-12-31	$1,385,615	25,193	-12.3%	Shares	Sole	2026-02-11
2025-09-30	$1,482,438	28,735	+1.0%	Shares	Sole	2025-11-12
2025-06-30	$1,345,638	28,437	+49.5%	Shares	Sole	2025-08-13
2025-03-31	$793,954	19,026	-7.9%	Shares	Sole	2025-05-02
2024-12-31	$908,314	20,667	-1.4%	Shares	Sole	2025-02-07
2024-09-30	$831,891	20,965	+29.7%	Shares	Sole	2024-11-08
2024-06-30	$642,643	16,159	0.0%	Shares	Sole	2024-08-05
2024-03-31	$612,749	16,159	-4.7%	Shares	Sole	2024-05-13
2023-09-30	$464,337	16,959	+31.5%	Shares	Sole	2023-11-02
2022-12-31	$427,115	12,896	-41.2%	Shares	Sole	2023-02-08
2022-09-30	$662,890	21,950	+2.9%	Shares	Sole	2022-11-04
2022-03-31	$878,975	21,324	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.