Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,295,212
+$116,340 QoQ
Shares Held
22,731
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,730
of 3,595 holders
Holding Since
Mar 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, 2026Pinion Investment Advisors, LLC holds $5,409,144 across 4 Banks - Diversified names. BAC ranks #2 (23.9% of the industry book) .
All Filings in BAC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,295,212 | 22,731 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,178,872 | 24,182 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $881,375 | 16,025 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $368,455 | 7,142 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $337,391 | 7,130 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $309,219 | 7,410 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $340,920 | 7,757 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $307,520 | 7,750 | Shares | Sole | 2024-11-12 | |
| 2022-12-31 | $205,741 | 6,212 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $216,111 | 7,156 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $459,385 | 14,757 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $693,979 | 16,836 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $417,004 | 9,373 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $338,538 | 7,975 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $299,742 | 7,270 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $230,631 | 5,961 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||