Schear Investment Advisers, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1962838
CINCINNATI, OH
Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,300,910
+$188,630 QoQ
Shares Held
22,831
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,726
of 3,595 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, 2026Schear Investment Advisers, LLC holds $11,534,546 across 3 Banks - Diversified names. BAC ranks #3 (11.3% 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 | $1,300,910 | 22,831 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,112,280 | 22,816 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,257,960 | 22,872 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,190,851 | 23,083 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,092,287 | 23,083 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $972,768 | 23,311 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,040,867 | 23,683 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $923,988 | 23,286 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $928,907 | 23,357 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $965,177 | 25,453 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,335,419 | 39,662 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,141,800 | 41,702 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,257,970 | 43,847 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,092,520 | 38,200 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,258,593 | 38,001 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||