Allied Investment Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1729869 BILLINGS, MT

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$19,034,738

+$3,109,235 QoQ

Shares Held

334,060

+2.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.38%

of 13F equity value

Holder Rank

#508

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

Allied Investment Advisors, LLC holds $60,249,764 across 5 Banks - Diversified names. BAC ranks #2 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	70,656	$23,127,828
2	BAC	Bank Of America Corp /De/ This page	334,060	$19,034,738
3	WFC	Wells Fargo & Company/Mn	209,957	$17,350,846
4	C	Citigroup Inc	3,732	$522,330
5	BNY	Bank of New York Mellon Corp	1,480	$214,022

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,034,738	334,060	+2.3%	Shares	Sole	2026-07-20
2026-03-31	$15,925,503	326,677	+1.9%	Shares	Sole	2026-04-27
2025-12-31	$17,624,255	320,441	+0.4%	Shares	Sole	2026-02-09
2025-09-30	$16,461,904	319,091	+2.8%	Shares	Sole	2025-11-04
2025-06-30	$14,689,831	310,436	+1.0%	Shares	Sole	2025-07-31
2025-03-31	$12,831,891	307,498	+4.4%	Shares	Sole	2025-04-08
2024-12-31	$12,940,725	294,442	-0.4%	Shares	Sole	2025-01-31
2024-09-30	$11,731,590	295,655	+0.9%	Shares	Sole	2024-10-04
2024-06-30	$11,657,024	293,111	+0.9%	Shares	Sole	2024-07-12
2024-03-31	$11,014,812	290,475	+3.4%	Shares	Sole	2024-04-11
2023-12-31	$9,456,623	280,862	+2.2%	Shares	Sole	2024-01-10
2023-09-30	$7,520,957	274,688	+2.6%	Shares	Sole	2023-10-05
2023-06-30	$7,682,636	267,781	+9.9%	Shares	Sole	2023-07-11
2023-03-31	$6,966,616	243,588	+4.7%	Shares	Sole	2023-04-18
2022-12-31	$7,706,692	232,690	+2.5%	Shares	Sole	2023-01-13
2022-09-30	$6,855,249	226,995	+4.2%	Shares	Sole	2022-10-13
2022-06-30	$6,779,491	217,780	+4.4%	Shares	Sole	2022-07-13
2022-03-31	$8,599,769	208,631	+6.0%	Shares	Sole	2022-04-11
2021-12-31	$8,754,697	196,779	-1.3%	Shares	Sole	2022-01-20
2021-09-30	$8,466,440	199,445	-0.3%	Shares	Sole	2021-10-13
2021-06-30	$8,246,783	200,019	-3.5%	Shares	Sole	2021-07-16
2021-03-31	$8,015,832	207,181	+2.7%	Shares	Sole	2021-04-20
2020-12-31	$6,116,830	201,809	+2.7%	Shares	Sole	2021-01-19
2020-09-30	$4,732,962	196,470	+5.3%	Shares	Sole	2020-10-13
2020-06-30	$4,433,270	186,664	+1562.9%	Shares	Sole	2020-07-10
2020-03-31	$238,306	11,225	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.