HCR Wealth Advisors

Position in BAC — Bank Of America Corp /De/

CIK 1697715 LOS ANGELES, CA

Position in BAC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$3,076,521

+$453,918 QoQ

Shares Held

53,993

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,213

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HCR Wealth Advisors holds $15,316,294 across 4 Banks - Diversified names. BAC ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	31,113	$10,184,218
2	BAC	Bank Of America Corp /De/ This page	53,993	$3,076,521
3	WFC	Wells Fargo & Company/Mn	13,772	$1,138,118
4	C	Citigroup Inc	6,555	$917,437

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,076,521	53,993	+0.4%	Shares	Sole	2026-07-13
2026-03-31	$2,622,603	53,797	-0.3%	Shares	Sole	2026-04-21
2025-12-31	$2,967,250	53,950	+1.9%	Shares	Sole	2026-01-27
2025-09-30	$2,732,309	52,962	+0.0%	Shares	Sole	2025-10-03
2025-06-30	$2,505,262	52,943	-0.1%	Shares	Sole	2025-07-17
2025-03-31	$2,212,357	53,016	+0.0%	Shares	Sole	2025-04-21
2024-12-31	$2,329,437	53,002	-5.7%	Shares	Sole	2025-01-14
2024-09-30	$2,229,420	56,185	+4.8%	Shares	Sole	2024-10-10
2024-06-30	$2,132,666	53,625	-0.3%	Shares	Sole	2024-08-07
2024-03-31	$2,040,133	53,801	+5.6%	Shares	Sole	2024-05-10
2023-12-31	$1,715,318	50,945	-0.6%	Shares	Sole	2024-02-09
2023-09-30	$1,402,732	51,232	-5.7%	Shares	Sole	2023-10-20
2023-06-30	$1,558,612	54,326	-0.1%	Shares	Sole	2023-08-10
2023-03-31	$1,554,524	54,354	-2.6%	Shares	Sole	2023-05-12
2022-12-31	$1,848,924	55,825	+3.7%	Shares	Sole	2023-02-13
2022-09-30	$1,625,394	53,821	+3.7%	Shares	Sole	2022-11-07
2022-06-30	$1,616,300	51,921	-3.4%	Shares	Sole	2022-08-12
2022-03-31	$2,214,544	53,725	-1.8%	Shares	Sole	2022-05-05
2021-12-31	$2,434,136	54,712	-1.1%	Shares	Sole	2022-02-04
2021-09-30	$2,349,055	55,337	0.0%	Shares	Sole	2021-11-02
2021-06-30	$2,281,544	55,337	+0.0%	Shares	Sole	2021-07-21
2021-03-31	$2,140,524	55,325	-32.4%	Shares	Sole	2021-05-13
2020-12-31	$2,480,752	81,846	+2.2%	Shares	Sole	2021-02-04
2020-09-30	$1,929,994	80,116	-0.3%	Shares	Sole	2020-11-05
2020-06-30	$1,908,407	80,354	+0.2%	Shares	Sole	2020-07-30
2020-03-31	$1,702,284	80,183	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.