AM INVESTMENT STRATEGIES LLC

Position in BAC — Bank Of America Corp /De/

CIK 1818897 CHATTANOOGA, TN

Position in BAC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$224,558

-$432,760 QoQ

Shares Held

3,941

-76.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#3,183

of 3,594 holders

Holding Since

Sep 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AM INVESTMENT STRATEGIES LLC holds $8,746,798 across 3 Banks - Diversified names. BAC ranks #3 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	25,257	$8,267,373
2	C	Citigroup Inc	1,821	$254,867
3	BAC	Bank Of America Corp /De/ This page	3,941	$224,558

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,558	3,941	-76.2%	Shares	Sole	2026-07-16
2024-06-30	$657,318	16,528	+0.1%	Shares	Sole	2024-07-29
2024-03-31	$626,059	16,510	-2.4%	Shares	Sole	2024-05-02
2023-12-31	$569,393	16,911	-69.1%	Shares	Sole	2024-02-02
2023-09-30	$1,498,863	54,743	-5.6%	Shares	Sole	2023-10-25
2023-06-30	$1,664,020	58,000	+1.4%	Shares	Sole	2023-07-26
2023-03-31	$1,636,349	57,215	+13.1%	Shares	Sole	2023-04-21
2022-12-31	$1,675,772	50,597	-7.7%	Shares	Sole	2023-02-03
2022-09-30	$1,655,020	54,802	+5.7%	Shares	Sole	2022-11-07
2022-06-30	$1,614,526	51,864	-3.9%	Shares	Sole	2022-07-21
2022-03-31	$2,225,138	53,982	+2.1%	Shares	Sole	2022-05-06
2021-12-31	$2,351,696	52,859	+10.0%	Shares	Sole	2022-02-02
2021-09-30	$2,040,147	48,060	-0.1%	Shares	Sole	2021-10-28
2021-06-30	$1,983,080	48,098	+0.1%	Shares	Sole	2021-07-15
2021-03-31	$1,859,905	48,072	+0.2%	Shares	Sole	2021-04-26
2020-12-31	$1,454,819	47,998	+7.5%	Shares	Sole	2021-02-05
2020-09-30	$1,075,160	44,631	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.