Westbourne Investment Advisors, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1650092 ANNAPOLIS, MD

Position in BAC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$13,489,787

+$1,287,467 QoQ

Shares Held

236,746

-5.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.01%

of 13F equity value

Holder Rank

#618

of 3,594 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Financial Services · as of Jun 30, 2026

Westbourne Investment Advisors, Inc. holds $25,666,995 across 3 Banks - Diversified names. BAC ranks #1 (52.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	236,746	$13,489,787
2	C	Citigroup Inc	66,997	$9,376,900
3	JPM	Jpmorgan Chase & Co	8,555	$2,800,308

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,489,787	236,746	-5.4%	Shares	Sole	2026-07-27
2026-03-31	$12,202,320	250,304	-0.4%	Shares	Sole	2026-04-28
2025-12-31	$13,817,980	251,236	-2.7%	Shares	Sole	2026-01-23
2025-09-30	$13,321,930	258,227	+0.1%	Shares	Sole	2025-10-20
2025-06-30	$12,206,951	257,966	-0.4%	Shares	Sole	2025-08-08
2025-03-31	$10,802,978	258,878	+0.8%	Shares	Sole	2025-04-30
2024-12-31	$11,283,415	256,733	+0.1%	Shares	Sole	2025-01-28
2024-09-30	$10,179,745	256,546	-0.3%	Shares	Sole	2024-10-29
2024-06-30	$10,235,087	257,357	-0.6%	Shares	Sole	2024-08-07
2024-03-31	$9,818,777	258,934	-0.2%	Shares	Sole	2024-04-22
2023-12-31	$8,734,132	259,404	-0.2%	Shares	Sole	2024-01-18
2023-09-30	$7,115,267	259,871	+4.0%	Shares	Sole	2023-11-06
2023-06-30	$7,172,012	249,983	+1.6%	Shares	Sole	2023-08-09
2023-03-31	$7,039,089	246,122	+0.9%	Shares	Sole	2023-04-24
2022-12-31	$8,082,174	244,027	-0.8%	Shares	Sole	2023-02-09
2022-09-30	$7,426,512	245,911	-4.1%	Shares	Sole	2022-11-02
2022-03-31	$10,572,229	256,483	-0.8%	Shares	Sole	2022-06-15
2021-12-31	$11,502,667	258,545	+0.9%	Shares	Sole	2022-01-24
2021-09-30	$10,872,378	256,122	-0.4%	Shares	Sole	2021-10-25
2021-06-30	$10,604,727	257,209	-0.2%	Shares	Sole	2021-08-02
2021-03-31	$9,973,933	257,791	-4.6%	Shares	Sole	2021-04-27
2020-12-31	$8,194,005	270,340	-0.7%	Shares	Sole	2021-01-22
2020-09-30	$6,557,659	272,215	+1.9%	Shares	Sole	2020-11-03
2020-06-30	$6,344,812	267,150	+6.5%	Shares	Sole	2020-07-14
2020-03-31	$5,327,137	250,925	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.