BEACON INVESTMENT ADVISORS LLC
Position in BAC — Bank Of America Corp /De/
CIK 1961635
Gaithersburg, MD
Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,745,465
+$688,052 QoQ
Shares Held
83,283
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#1,015
of 3,594 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORS LLC holds $7,736,839 across 5 Banks - Diversified names. BAC ranks #1 (61.3% of the industry book) .
All Filings in BAC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,745,465 | 83,283 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,057,413 | 83,229 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,611,860 | 83,852 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,321,178 | 83,760 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,950,320 | 83,481 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,503,024 | 83,945 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,683,449 | 83,810 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,321,811 | 83,715 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,325,129 | 83,609 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,597,671 | 68,504 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,307,102 | 68,521 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,869,889 | 68,294 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,956,256 | 68,186 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,993,534 | 69,704 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $264,960 | 8,000 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||