Anchor Investment Management, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1634149
COLUMBIA, SC
Position in BAC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$3,827,752
-$411,758 QoQ
Shares Held
78,518
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Anchor Investment Management, LLC holds $20,352,308 across 7 Banks - Diversified names. BAC ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
40,707 | $11,974,371 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
78,518 | $3,827,752 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
18,269 | $2,167,251 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,016 | $1,115,813 | |
| 5 | C |
Citigroup Inc
|
8,845 | $1,003,111 | |
| 6 | SAN |
Banco Santander, S.A.
|
23,000 | $259,440 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
211 | $4,570 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,827,752 | 78,518 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,239,510 | 77,082 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $4,027,270 | 78,063 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,772,350 | 79,720 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $3,395,987 | 81,380 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $3,574,189 | 81,324 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,426,248 | 86,347 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $4,003,964 | 100,678 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $3,453,526 | 91,074 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,041,781 | 90,341 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $2,446,895 | 89,368 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $2,601,178 | 90,665 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $2,544,742 | 88,977 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $2,821,890 | 85,202 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $2,601,005 | 86,126 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $2,397,912 | 77,029 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $3,136,223 | 76,085 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $3,360,463 | 75,533 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $2,950,657 | 69,509 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $2,836,706 | 68,802 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $2,559,691 | 66,159 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $1,955,085 | 64,503 | Shares | Sole | 2024-01-02 | |
| 2020-09-30 | $1,499,168 | 62,232 | Shares | Sole | 2024-01-02 | |
| 2020-06-30 | $1,426,448 | 60,061 | Shares | Sole | 2024-01-02 | |
| 2020-03-31 | $1,344,708 | 63,340 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||