AXS Investments LLC

Position in BAC — Bank Of America Corp /De/

CIK 1801467 PORT CHESTER, NY

Position in BAC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$275,612

-$5,188 QoQ

Shares Held

4,837

-16.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#3,029

of 3,594 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AXS Investments LLC holds $1,211,654 across 4 Banks - Diversified names. BAC ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,847	$604,578
2	BAC	Bank Of America Corp /De/ This page	4,837	$275,612
3	C	Citigroup Inc	1,198	$167,672
4	WFC	Wells Fargo & Company/Mn	1,982	$163,792

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,612	4,837	-16.0%	Shares	Sole	2026-08-10
2026-03-31	$280,800	5,760	-6.3%	Shares	Sole	2026-05-06
2025-12-31	$338,085	6,147	-8.0%	Shares	Sole	2026-05-13
2025-09-30	$344,724	6,682	+7.7%	Shares	Sole	2026-05-13
2025-06-30	$293,715	6,207	-16.8%	Shares	Sole	2025-08-11
2025-03-31	$311,347	7,461	-4.2%	Shares	Sole	2025-05-09
2024-12-31	$342,282	7,788	-5.4%	Shares	Sole	2025-02-10
2024-09-30	$326,725	8,234	-15.9%	Shares	Sole	2024-11-13
2024-06-30	$389,507	9,794	-18.3%	Shares	Sole	2024-08-13
2024-03-31	$454,319	11,981	+6.9%	Shares	Sole	2024-08-16
2023-12-31	$377,238	11,204	-8.3%	Shares	Sole	2024-02-09
2023-09-30	$334,693	12,224	-37.4%	Shares	Sole	2023-11-09
2023-06-30	$560,086	19,522	+8.5%	Shares	Sole	2023-08-10
2023-03-31	$514,628	17,994	-10.9%	Shares	Sole	2023-05-12
2022-12-31	$668,759	20,192	-19.7%	Shares	Sole	2023-02-13
2022-09-30	$759,560	25,151	-15.1%	Shares	Sole	2022-11-07
2022-06-30	$922,444	29,632	+30.4%	Shares	Sole	2022-08-11
2022-03-31	$936,683	22,724	+27.1%	Shares	Sole	2022-05-13
2021-12-31	$795,214	17,874	+170.4%	Shares	Sole	2022-02-09
2021-09-30	$280,594	6,610	-60.3%	Shares	Sole	2021-11-05
2021-06-30	$687,180	16,667	+5.3%	Shares	Sole	2021-07-28
2021-03-31	$612,540	15,832	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.