Delta Investment Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1757043 SAN FRANCISCO, CA

Position in BAC

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

Position Value

$594,643

+$93,396 QoQ

Shares Held

10,436

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,357

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Delta Investment Management, LLC holds $3,452,799 across 4 Banks - Diversified names. BAC ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,049	$1,980,019
2	BAC	Bank Of America Corp /De/ This page	10,436	$594,643
3	WFC	Wells Fargo & Company/Mn	7,144	$590,380
4	C	Citigroup Inc	2,056	$287,757

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$594,643	10,436	+1.5%	Shares	Sole	2026-08-13
2026-03-31	$501,247	10,282	-3.6%	Shares	Sole	2026-05-13
2025-12-31	$586,410	10,662	+0.0%	Shares	Sole	2026-01-30
2025-09-30	$550,000	10,661	+1.0%	Shares	Sole	2025-10-20
2025-06-30	$499,699	10,560	+0.1%	Shares	Sole	2025-08-01
2025-03-31	$440,418	10,554	-0.2%	Shares	Sole	2025-05-14
2024-12-31	$464,727	10,574	+0.3%	Shares	Sole	2025-02-18
2024-09-30	$418,266	10,541	+2.7%	Shares	Sole	2024-11-15
2024-06-30	$408,040	10,260	+2.5%	Shares	Sole	2024-08-14
2024-03-31	$379,465	10,007	+0.4%	Shares	Sole	2024-05-09
2023-12-31	$335,487	9,964	+0.2%	Shares	Sole	2024-02-02
2023-09-30	$272,239	9,943	0.0%	Shares	Sole	2023-11-14
2023-06-30	$285,264	9,943	0.0%	Shares	Sole	2023-08-04
2023-03-31	$284,369	9,943	+11.1%	Shares	Sole	2023-05-08
2022-12-31	$296,424	8,950	+0.5%	Shares	Sole	2023-01-20
2022-09-30	$268,931	8,905	+0.0%	Shares	Sole	2022-10-21
2022-06-30	$277,119	8,902	+0.0%	Shares	Sole	2022-07-20
2022-03-31	$366,858	8,900	+0.0%	Shares	Sole	2022-05-11
2021-12-31	$395,872	8,898	+0.0%	Shares	Sole	2022-02-07
2021-09-30	$377,635	8,896	+0.0%	Shares	Sole	2021-11-12
2021-06-30	$366,740	8,895	+0.0%	Shares	Sole	2021-08-06
2021-03-31	$344,070	8,893	-5.4%	Shares	Sole	2021-05-14
2020-12-31	$284,823	9,397	-6.1%	Shares	Sole	2021-02-04
2020-09-30	$241,020	10,005	-3.3%	Shares	Sole	2020-11-12
2020-06-30	$245,622	10,342	+7.7%	Shares	Sole	2020-08-05
2020-03-31	$203,956	9,607	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.