Capital Investment Advisors, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1582732
ATLANTA, GA
Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$27,497,636
+$3,840,334 QoQ
Shares Held
482,584
-0.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#439
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Capital Investment Advisors, LLC holds $135,792,528 across 8 Banks - Diversified names. BAC ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
235,686 | $77,147,098 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
482,584 | $27,497,636 | |
| 3 | C |
Citigroup Inc
|
189,191 | $26,479,172 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
37,381 | $3,089,165 | |
| 5 | RY |
Royal Bank Of Canada
|
2,554 | $528,601 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,864 | $414,163 | |
| 7 | TD |
Toronto Dominion Bank
|
3,252 | $394,890 | |
| 8 | UBS |
UBS Group AG
|
4,879 | $241,803 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,497,636 | 482,584 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $23,657,302 | 485,278 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $27,399,460 | 498,172 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $25,519,612 | 494,662 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $515,243 | 0 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $21,618,393 | 518,054 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $23,234,343 | 528,654 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $21,111,545 | 532,045 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $21,192,239 | 532,870 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $19,965,486 | 526,516 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $18,097,153 | 537,486 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $15,027,732 | 548,858 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $15,838,400 | 552,053 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $15,648,432 | 547,148 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $17,781,300 | 536,875 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $15,986,792 | 529,364 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $15,569,389 | 500,141 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $20,412,927 | 495,219 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $21,894,418 | 492,120 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $20,619,578 | 485,738 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $19,999,889 | 485,081 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $18,846,634 | 487,119 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $14,582,110 | 481,099 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $11,620,486 | 482,378 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $11,304,263 | 475,969 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $9,835,264 | 463,272 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||