Cladis Investment Advisory, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1911520
BILLINGS, MT
Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$759,543
+$107,317 QoQ
Shares Held
13,330
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,146
of 3,594 holders
Holding Since
Dec 2021
19 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, 2026Cladis Investment Advisory, LLC holds $4,913,804 across 4 Banks - Diversified names. BAC ranks #4 (15.5% of the industry book) .
All Filings in BAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $759,543 | 13,330 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $652,226 | 13,379 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $735,790 | 13,378 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $700,437 | 13,577 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $642,416 | 13,576 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $566,484 | 13,575 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $596,577 | 13,574 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $540,560 | 13,623 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $557,654 | 14,022 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $630,230 | 16,620 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $566,329 | 16,820 | Shares | Sole | 2024-10-09 | |
| 2023-09-30 | $465,980 | 17,019 | Shares | Sole | 2024-10-09 | |
| 2023-06-30 | $468,134 | 16,317 | Shares | Sole | 2024-10-09 | |
| 2023-03-31 | $461,203 | 16,126 | Shares | Sole | 2024-10-09 | |
| 2022-12-31 | $545,088 | 16,458 | Shares | Sole | 2024-10-09 | |
| 2022-09-30 | $500,021 | 16,557 | Shares | Sole | 2024-10-09 | |
| 2022-06-30 | $518,501 | 16,656 | Shares | Sole | 2024-10-09 | |
| 2022-03-31 | $686,519 | 16,655 | Shares | Sole | 2024-10-09 | |
| 2021-12-31 | $562,976 | 12,654 | Shares | Sole | 2024-10-01 | |
| No filing history on record for this holder in this stock. | ||||||