Strategic Investment Advisors / MI
Position in BAC — Bank Of America Corp /De/
CIK 1760540
FARMINGTON HILLS, MI
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,175,269
+$90,728 QoQ
Shares Held
20,626
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,789
of 3,594 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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Strategic Investment Advisors / MI holds $12,188,816 across 9 Banks - Diversified names. BAC ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,785 | $7,130,884 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
11,038 | $1,596,205 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
20,626 | $1,175,269 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
13,844 | $1,144,068 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,082 | $469,430 | |
| 6 | C |
Citigroup Inc
|
2,200 | $307,912 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
1,479 | $140,638 | |
| 8 | SAN |
Banco Santander, S.A.
|
8,237 | $113,670 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,175,269 | 20,626 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,084,541 | 22,247 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $602,580 | 10,956 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $532,305 | 10,318 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $999,918 | 21,131 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,132,719 | 27,144 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,157,379 | 26,334 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,050,647 | 26,478 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,038,275 | 26,107 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,027,707 | 27,102 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $827,271 | 24,570 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,171,289 | 42,779 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,223,370 | 42,641 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,327,898 | 46,430 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,458,041 | 44,023 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,257,014 | 41,623 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,283,147 | 41,219 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,460,383 | 35,429 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,444,857 | 32,476 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,292,475 | 30,447 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,211,378 | 29,381 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $761,806 | 19,690 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $589,408 | 19,446 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $441,256 | 18,317 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $333,972 | 14,062 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $300,001 | 14,131 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||