Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,361,304
+$137,636 QoQ
Shares Held
111,641
-12.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#879
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, 2022CallValue
$60,400
CallShares
2,000
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, 2026HOEY INVESTMENTS, INC holds $26,217,278 across 6 Banks - Diversified names. BAC ranks #3 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
122,048 | $10,086,046 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
29,421 | $9,630,375 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
111,641 | $6,361,304 | |
| 4 | C |
Citigroup Inc
|
800 | $111,968 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
125 | $18,076 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
100 | $9,509 |
All Filings in BAC
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,361,304 | 111,641 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,223,668 | 127,665 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,146,040 | 129,928 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,809,002 | 131,983 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,352,568 | 134,247 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,812,738 | 139,294 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,027,736 | 159,903 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,089,927 | 153,476 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,103,740 | 153,476 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,980,666 | 157,718 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,480,802 | 162,780 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,791,280 | 248,038 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $6,843,425 | 238,530 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $5,702,325 | 199,382 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $5,864,724 | 177,075 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $60,400 | 2,000 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $6,524,981 | 216,059 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,729,009 | 184,035 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,905,047 | 191,777 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $7,765,462 | 174,544 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $155,715 | 3,500 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $5,468,493 | 128,822 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,733,320 | 139,057 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $3,334,381 | 86,182 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $2,310,531 | 76,230 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,730,529 | 71,836 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,913,941 | 80,587 | Shares | Sole | 2020-07-10 | |
| 2020-06-30 | $23,750 | 1,000 | Call | Sole | 2020-07-10 | |
| 2020-03-31 | $737,869 | 34,756 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||