Van Hulzen Asset Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1600145 EL DORADO HILLS, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$501,822

+$46,644 QoQ

Shares Held

8,807

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,493

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Van Hulzen Asset Management, LLC holds $22,193,423 across 5 Banks - Diversified names. BAC ranks #3 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	61,539	$20,143,560
2	BNY	Bank of New York Mellon Corp	6,118	$884,723
3	BAC	Bank Of America Corp /De/ This page	8,807	$501,822
4	WFC	Wells Fargo & Company/Mn	4,531	$374,441
5	C	Citigroup Inc	2,064	$288,877

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$501,822	8,807	-5.7%	Shares	Sole	2026-08-13
2026-03-31	$455,178	9,337	-94.2%	Shares	Sole	2026-05-14
2025-12-31	$8,878,980	161,436	+4.7%	Shares	Sole	2026-02-06
2025-09-30	$7,951,979	154,138	+1135.7%	Shares	Sole	2025-11-13
2025-06-30	$590,269	12,474	+38.4%	Shares	Sole	2025-08-13
2025-03-31	$376,195	9,015	+1.2%	Shares	Sole	2025-05-14
2024-12-31	$391,330	8,904	-71.8%	Shares	Sole	2025-02-10
2024-09-30	$1,254,681	31,620	+148.4%	Shares	Sole	2024-11-12
2024-06-30	$506,232	12,729	+9.5%	Shares	Sole	2024-08-07
2024-03-31	$440,933	11,628	-81.2%	Shares	Sole	2024-05-06
2023-12-31	$2,085,385	61,936	+4.1%	Shares	Sole	2024-02-07
2023-09-30	$1,628,699	59,485	+403.9%	Shares	Sole	2023-11-07
2023-06-30	$338,714	11,806	-75.6%	Shares	Sole	2023-08-03
2023-03-31	$1,383,296	48,367	-11.5%	Shares	Sole	2023-04-28
2022-12-31	$1,810,968	54,679	-0.1%	Shares	Sole	2023-02-13
2022-09-30	$1,653,148	54,740	+11.5%	Shares	Sole	2022-11-08
2022-06-30	$1,528,358	49,096	-77.6%	Shares	Sole	2022-08-04
2022-03-31	$9,042,884	219,381	+35.7%	Shares	Sole	2022-05-20
2021-12-31	$7,191,852	161,651	+1198.3%	Shares	Sole	2022-02-04
2021-09-30	$528,544	12,451	-9.0%	Shares	Sole	2021-11-12
2021-06-30	$563,902	13,677	-6.2%	Shares	Sole	2021-08-06
2021-03-31	$563,984	14,577	-93.1%	Shares	Sole	2021-05-12
2020-12-31	$6,409,049	211,450	-15.3%	Shares	Sole	2021-02-16
2020-09-30	$6,010,599	249,506	+425.5%	Shares	Sole	2020-11-03
2020-06-30	$1,127,578	47,477	-7.9%	Shares	Sole	2020-08-11
2020-03-31	$1,094,873	51,572	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.