Jackson, Grant Investment Advisers, Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1650300
STAMFORD, CT
Position in BAC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$361,481
+$55,331 QoQ
Shares Held
6,344
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,780
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Jackson, Grant Investment Advisers, Inc. holds $1,975,652 across 9 Banks - Diversified names. BAC ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
4,037 | $583,790 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
1,446 | $473,319 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
6,344 | $361,481 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,422 | $282,794 | |
| 5 | C |
Citigroup Inc
|
794 | $111,128 | |
| 6 | RY |
Royal Bank Of Canada
|
307 | $63,539 | |
| 7 | BNS |
Bank Of Nova Scotia
|
700 | $60,788 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
134 | $23,677 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,481 | 6,344 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $306,150 | 6,280 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $345,400 | 6,280 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $323,933 | 6,279 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $297,122 | 6,279 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $262,022 | 6,279 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $275,962 | 6,279 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $249,111 | 6,278 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $249,676 | 6,278 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $238,061 | 6,278 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $223,299 | 6,632 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $181,556 | 6,631 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $196,583 | 6,852 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $195,967 | 6,852 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $219,585 | 6,630 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $200,226 | 6,630 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $206,391 | 6,630 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $273,288 | 6,630 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $294,924 | 6,629 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $281,401 | 6,629 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $273,313 | 6,629 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $250,595 | 6,477 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $154,217 | 5,088 | Shares | Sole | 2021-03-03 | |
| 2020-09-30 | $124,689 | 5,176 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $145,825 | 6,140 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $122,815 | 5,785 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||