BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in BAC — Bank Of America Corp /De/
CIK 1654599
MORRISTOWN, NJ
Position in BAC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$8,815,888
+$1,150,292 QoQ
Shares Held
154,719
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#770
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $65,116,814 across 10 Banks - Diversified names. BAC ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
164,655 | $53,896,521 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
154,719 | $8,815,888 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
11,317 | $1,636,551 | |
| 4 | TD |
Toronto Dominion Bank
|
2,963 | $359,797 | |
| 5 | C |
Citigroup Inc
|
1,736 | $242,970 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
1,078 | $89,085 | |
| 7 | BNS |
Bank Of Nova Scotia
|
500 | $43,420 | |
| 8 | RY |
Royal Bank Of Canada
|
130 | $26,906 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,815,888 | 154,719 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $7,665,596 | 157,243 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $7,600,835 | 138,197 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $685,476 | 13,287 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $641,753 | 13,562 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $668,347 | 16,016 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $749,171 | 17,046 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $827,843 | 20,863 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $820,534 | 20,632 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $853,730 | 22,514 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $915,318 | 27,185 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $778,194 | 28,422 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $819,988 | 28,581 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $862,490 | 30,157 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,000,091 | 30,196 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $857,076 | 28,380 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $786,904 | 25,278 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,139,155 | 27,636 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,155,449 | 25,971 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,029,030 | 24,241 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,022,545 | 24,801 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,139,807 | 29,460 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $776,966 | 25,634 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $695,646 | 28,877 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $706,800 | 29,760 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $655,943 | 30,897 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||