Cohen Investment Advisors LLC

Position in BAC — Bank Of America Corp /De/

CIK 1845081 BEDFORD, NH

Position in BAC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,180,278

+$707,222 QoQ

Shares Held

90,914

-0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.45%

of 13F equity value

Holder Rank

#976

of 3,595 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Cohen Investment Advisors LLC holds $18,296,927 across 5 Banks - Diversified names. BAC ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	22,444	$7,346,593
2	BAC	Bank Of America Corp /De/ This page	90,914	$5,180,278
3	WFC	Wells Fargo & Company/Mn	52,273	$4,319,840
4	C	Citigroup Inc	6,570	$919,537
5	BNS	Bank Of Nova Scotia	6,111	$530,679

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,180,278	90,914	-0.9%	Shares	Other	2026-07-27
2026-03-31	$4,473,056	91,755	+0.6%	Shares	Other	2026-04-28
2025-12-31	$5,015,010	91,182	+0.7%	Shares	Sole	2026-01-15
2025-09-30	$4,669,256	90,507	+2.7%	Shares	Sole	2025-10-14
2025-06-30	$4,168,182	88,085	+3.6%	Shares	Sole	2025-07-23
2025-03-31	$3,547,926	85,021	+15.1%	Shares	Sole	2025-04-29
2024-12-31	$3,245,399	73,843	-10.2%	Shares	Sole	2025-01-15
2024-09-30	$3,261,854	82,204	+12.3%	Shares	Sole	2024-10-07
2024-06-30	$2,911,760	73,215	-6.7%	Shares	Sole	2024-07-26
2024-03-31	$2,975,506	78,468	+5.1%	Shares	Sole	2024-04-19
2023-12-31	$2,514,509	74,681	+2.0%	Shares	Sole	2024-01-19
2023-09-30	$2,004,626	73,215	+13.4%	Shares	Sole	2023-10-11
2023-06-30	$1,851,968	64,551	-13.4%	Shares	Sole	2023-07-18
2023-03-31	$2,130,871	74,506	+2.8%	Shares	Sole	2023-05-09
2022-12-31	$2,399,643	72,453	+1.1%	Shares	Sole	2023-01-31
2022-09-30	$2,164,162	71,661	-0.0%	Shares	Sole	2022-10-18
2022-06-30	$2,231,803	71,693	+1.6%	Shares	Sole	2022-08-03
2022-03-31	$2,907,947	70,547	-1.5%	Shares	Sole	2022-05-10
2021-12-31	$3,185,795	71,607	-0.2%	Shares	Sole	2022-01-21
2021-09-30	$3,047,315	71,786	-3.3%	Shares	Sole	2021-10-28
2021-06-30	$3,060,667	74,234	-5.1%	Shares	Sole	2021-08-09
2021-03-31	$3,026,718	78,230	+5.9%	Shares	Sole	2021-08-05
2020-12-31	$2,238,332	73,848	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.