Prime Capital Investment Advisors, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1731446
OVERLAND PARK, KS
Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$12,062,267
+$1,980,085 QoQ
Shares Held
211,693
+2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#659
of 3,589 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)
Derivatives in BAC
reported options exposure · as of Sep 30, 2023CallValue
$1,601
CallShares
1,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Prime Capital Investment Advisors, LLC holds $81,464,167 across 15 Banks - Diversified names. BAC ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
151,129 | $49,469,055 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
211,693 | $12,062,267 | |
| 3 | C |
Citigroup Inc
|
31,245 | $4,373,050 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
36,686 | $3,031,731 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
27,982 | $2,660,808 | |
| 6 | RY |
Royal Bank Of Canada
|
10,688 | $2,212,095 | |
| 7 | TD |
Toronto Dominion Bank
|
14,694 | $1,784,292 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
86,156 | $1,713,642 |
All Filings in BAC
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,062,267 | 211,693 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $10,082,182 | 206,814 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,197,295 | 221,769 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $10,418,703 | 201,952 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,456,002 | 199,831 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $9,208,976 | 220,680 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,472,329 | 192,772 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,851,124 | 197,861 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,805,243 | 171,115 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,216,403 | 190,306 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,923,459 | 265,027 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,601 | 1,100 | Call | Sole | 2023-11-09 | |
| 2023-09-30 | $4,080,852 | 149,045 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,412,894 | 153,813 | Shares | Sole | 2023-08-08 | |
| 2023-06-30 | $4,646 | 2,400 | Call | Sole | 2023-08-08 | |
| 2023-03-31 | $3,874,241 | 135,463 | Shares | Sole | 2023-05-05 | |
| 2023-03-31 | $7,553 | 2,400 | Call | Sole | 2023-05-05 | |
| 2022-12-31 | $4,945,246 | 149,313 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,335,529 | 110,448 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,067,456 | 98,537 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,868,664 | 69,594 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,107,717 | 92,329 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,859,426 | 90,917 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,938,480 | 144,033 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,214,019 | 134,764 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $4,094,790 | 135,097 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $4,118,040 | 170,944 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,599,543 | 193,665 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,734,979 | 81,723 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||