Analyst IMS Investment Management Services Ltd.

Position in BAC — Bank Of America Corp /De/

CIK 1634208 Tel-aviv, L3

Position in BAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$829,913

-$9,708 QoQ

Shares Held

14,565

-15.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,065

of 3,595 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Analyst IMS Investment Management Services Ltd. holds $5,487,146 across 4 Banks - Diversified names. BAC ranks #3 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	24,103	$3,373,455
2	JPM	Jpmorgan Chase & Co	2,978	$974,788
3	BAC	Bank Of America Corp /De/ This page	14,565	$829,913
4	WFC	Wells Fargo & Company/Mn	3,739	$308,990

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$829,913	14,565	-15.4%	Shares	Defined	2026-07-29
2026-03-31	$839,621	17,223	+3.5%	Shares	Defined	2026-04-23
2025-12-31	$915,145	16,639	-39.1%	Shares	Defined	2026-01-20
2025-09-30	$1,409,284	27,317	-48.7%	Shares	Defined	2025-10-20
2025-06-30	$2,521,304	53,282	+2.0%	Shares	Defined	2025-08-04
2025-03-31	$2,179,098	52,219	+59.6%	Shares	Defined	2025-04-21
2024-12-31	$1,437,604	32,710	+14.6%	Shares	Defined	2025-02-10
2024-09-30	$1,132,943	28,552	+44.4%	Shares	Defined	2024-11-12
2024-06-30	$786,332	19,772	+79.1%	Shares	Defined	2024-08-12
2024-03-31	$418,598	11,039	+12.8%	Shares	Defined	2024-05-15
2023-12-31	$329,460	9,785	+2.7%	Shares	Defined	2024-02-12
2023-09-30	$260,794	9,525	+3.0%	Shares	Defined	2023-10-31
2023-06-30	$265,411	9,251	-0.4%	Shares	Defined	2023-07-31
2023-03-31	$265,665	9,289	+1.0%	Shares	Defined	2023-05-02
2022-12-31	$304,704	9,200	0.0%	Shares	Defined	2023-02-08
2022-09-30	$277,840	9,200	0.0%	Shares	Defined	2022-11-14
2022-06-30	$286,396	9,200	-2.1%	Shares	Defined	2022-07-25
2022-03-31	$387,468	9,400	-30.2%	Shares	Defined	2022-04-28
2020-06-30	$319,793	13,465	+0.7%	Shares	Defined	2020-08-03
2020-03-31	$283,738	13,365	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.