CBIZ Investment Advisory Services, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1795934
INDEPENDENCE, OH
Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$227,407
+$32,846 QoQ
Shares Held
3,991
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3,173
of 3,595 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $1,445,701 across 5 Banks - Diversified names. BAC ranks #3 (15.7% of the industry book) .
All Filings in BAC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,407 | 3,991 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $194,561 | 3,991 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $334,785 | 6,087 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $267,029 | 5,176 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $285,197 | 6,027 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $355,038 | 8,508 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $337,536 | 7,680 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $48,369 | 1,219 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $78,386 | 1,971 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $55,287 | 1,458 | Shares | Sole | 2024-05-13 | |
| 2021-09-30 | $2,419 | 57 | Principal | Sole | 2021-11-12 | |
| 2021-06-30 | $2,308 | 56 | Principal | Sole | 2021-08-16 | |
| 2021-03-31 | $2,166 | 56 | Principal | Sole | 2021-05-17 | |
| 2020-12-31 | $1,697 | 56 | Principal | Sole | 2021-02-16 | |
| 2020-09-30 | $1,349 | 56 | Principal | Sole | 2020-11-13 | |
| 2020-06-30 | $1,306 | 55 | Principal | Sole | 2020-08-14 | |
| 2020-03-31 | $1,167 | 55 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||