Alan B Lancz & Associates, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1897835 TOLEDO, OH

Position in BAC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$776,523

+$112,158 QoQ

Shares Held

13,628

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#2,131

of 3,594 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Alan B Lancz & Associates, Inc. holds $2,913,778 across 5 Banks - Diversified names. BAC ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	4,048	$1,325,031
2	BAC	Bank Of America Corp /De/ This page	13,628	$776,523
3	BNS	Bank Of Nova Scotia	3,700	$321,308
4	WFC	Wells Fargo & Company/Mn	3,400	$280,976
5	C	Citigroup Inc	1,500	$209,940

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$776,523	13,628	0.0%	Shares	Sole	2026-08-11
2026-03-31	$664,365	13,628	-5.2%	Shares	Sole	2026-05-05
2025-12-31	$790,790	14,378	0.0%	Shares	Sole	2026-02-06
2025-09-30	$741,761	14,378	-1.4%	Shares	Sole	2025-11-13
2025-06-30	$689,830	14,578	0.0%	Shares	Sole	2025-07-30
2025-03-31	$608,339	14,578	-8.5%	Shares	Sole	2025-04-30
2024-12-31	$700,035	15,928	-3.6%	Shares	Sole	2025-01-21
2024-09-30	$655,831	16,528	+8.9%	Shares	Sole	2024-11-04
2024-06-30	$603,629	15,178	-5.6%	Shares	Sole	2024-07-24
2023-12-31	$541,346	16,078	-4.2%	Shares	Sole	2024-02-06
2023-09-30	$459,381	16,778	0.0%	Shares	Sole	2023-11-13
2023-06-30	$481,360	16,778	+14.3%	Shares	Sole	2023-08-09
2023-03-31	$419,790	14,678	0.0%	Shares	Sole	2023-05-05
2022-12-31	$486,135	14,678	0.0%	Shares	Sole	2023-02-13
2022-09-30	$443,275	14,678	0.0%	Shares	Sole	2022-11-09
2022-06-30	$456,926	14,678	0.0%	Shares	Sole	2022-08-11
2022-03-31	$605,027	14,678	+54.9%	Shares	Sole	2022-05-12
2021-12-31	$421,676	9,478	—	Shares	Sole	2022-04-13
No filing history on record for this holder in this stock.