Investment Research & Advisory Group, Inc.
Position in BAC — Bank Of America Corp /De/
CIK 1802136
ATLANTA, GA
Position in BAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$276,125
+$40,517 QoQ
Shares Held
4,846
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,025
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, 2026Investment Research & Advisory Group, Inc. holds $9,024,945 across 4 Banks - Diversified names. BAC ranks #2 (3.1% of the industry book) .
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,125 | 4,846 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $235,608 | 4,833 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $264,935 | 4,817 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $247,838 | 4,804 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $226,662 | 4,790 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $199,302 | 4,776 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $209,905 | 4,776 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $189,511 | 4,776 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $191,134 | 4,806 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $182,243 | 4,806 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $162,828 | 4,836 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $132,409 | 4,836 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $138,744 | 4,836 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $133,304 | 4,661 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $154,372 | 4,661 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $140,762 | 4,661 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $145,096 | 4,661 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $192,126 | 4,661 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $207,367 | 4,661 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $105,276 | 2,480 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $114,330 | 2,773 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $95,951 | 2,480 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $75,168 | 2,480 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $59,743 | 2,480 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $58,900 | 2,480 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $52,650 | 2,480 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||