Mountain Capital Investment Advisors Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1714506
WESTMINSTER, CO
Position in BAC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$320,227
+$22,560 QoQ
Shares Held
5,620
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#2,889
of 3,595 holders
Holding Since
Sep 2021
16 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, 2026Mountain Capital Investment Advisors Inc. holds $520,789 across 2 Banks - Diversified names. BAC ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
This page
|
5,620 | $320,227 | |
| 2 | C |
Citigroup Inc
|
1,433 | $200,562 |
All Filings in BAC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,227 | 5,620 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $297,667 | 6,106 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $335,390 | 6,098 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $311,706 | 6,042 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $281,412 | 5,947 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $247,876 | 5,940 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $242,691 | 5,522 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $219,668 | 5,536 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $247,130 | 6,214 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $227,064 | 5,988 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $202,222 | 6,006 | Shares | Sole | 2024-01-09 | |
| 2022-12-31 | $198,885 | 6,005 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $181,351 | 6,005 | Shares | Sole | 2022-10-20 | |
| 2022-03-31 | $211,046 | 5,120 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $227,744 | 5,119 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $217,259 | 5,118 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||