Perennial Investment Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1801523 Los Angeles, CA

Back to BAC Full portfolio

Position in BAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,485,525

+$254,442 QoQ

Shares Held

26,071

+3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,645

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)

Derivatives in BAC

reported options exposure · as of Jun 30, 2024

CallValue

$3,977

CallShares

100

PutValue

PutShares

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, 2026

Perennial Investment Advisors, LLC holds $6,661,994 across 4 Banks - Diversified names. BAC ranks #2 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	10,630	$3,479,517
2	BAC	Bank Of America Corp /De/ This page	26,071	$1,485,525
3	WFC	Wells Fargo & Company/Mn	12,073	$997,712
4	C	Citigroup Inc	4,996	$699,240

All Filings in BAC

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,485,525	26,071	+3.2%	Shares	Sole	2026-08-14
2026-03-31	$1,231,083	25,253	-2.9%	Shares	Sole	2026-05-15
2025-12-31	$1,429,725	25,995	+2.3%	Shares	Sole	2026-02-17
2025-09-30	$1,310,437	25,401	-3.3%	Shares	Sole	2025-11-12
2025-06-30	$1,243,333	26,275	+2.8%	Shares	Sole	2025-08-11
2025-03-31	$1,066,284	25,552	+7.0%	Shares	Sole	2025-05-15
2024-12-31	$1,049,833	23,887	+2.6%	Shares	Sole	2025-02-13
2024-09-30	$923,948	23,285	-3.3%	Shares	Sole	2024-11-14
2024-06-30	$3,977	100	-50.0%	Call	Sole	2024-08-09
2024-06-30	$957,582	24,078	+0.2%	Shares	Sole	2024-08-09
2024-03-31	$910,876	24,021	-1.2%	Shares	Sole	2024-05-14
2023-12-31	$818,214	24,301	+0.1%	Shares	Sole	2024-02-14
2023-09-30	$664,622	24,274	-0.9%	Shares	Sole	2023-11-14
2023-06-30	$702,732	24,494	-1.1%	Shares	Sole	2023-08-14
2023-03-31	$708,021	24,756	+19.7%	Shares	Sole	2023-05-12
2023-03-31	$5,720	200	—	Call	Sole	2023-05-12
2022-12-31	$685,054	20,684	+4.3%	Shares	Sole	2023-02-10
2022-09-30	$598,956	19,833	+18.6%	Shares	Sole	2022-11-09
2022-06-30	$520,462	16,719	+1.6%	Shares	Sole	2022-08-10
2022-03-31	$678,275	16,455	-0.1%	Shares	Sole	2022-05-09
2021-12-31	$732,883	16,473	+8.3%	Shares	Sole	2022-02-14
2021-09-30	$645,749	15,212	-0.4%	Shares	Sole	2021-11-12
2021-06-30	$629,747	15,274	-0.8%	Shares	Sole	2021-07-29
2021-03-31	$595,787	15,399	+15.3%	Shares	Sole	2021-04-29
2020-12-31	$404,941	13,360	-1.3%	Shares	Sole	2021-01-22
2020-09-30	$326,226	13,542	-3.3%	Shares	Sole	2020-10-26
2020-06-30	$332,666	14,007	+21.3%	Shares	Sole	2020-07-16
2020-03-31	$245,248	11,552	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.