Annis Gardner Whiting Capital Advisors, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1998414 TAMPA, FL

Position in BAC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,472,932

+$377,024 QoQ

Shares Held

43,400

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#1,335

of 3,589 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $16,519,238 across 6 Banks - Diversified names. BAC ranks #4 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,980	$6,540,053
2	C	Citigroup Inc	28,021	$3,921,819
3	WFC	Wells Fargo & Company/Mn	29,954	$2,475,398
4	BAC	Bank Of America Corp /De/ This page	43,400	$2,472,932
5	BNY	Bank of New York Mellon Corp	5,686	$822,252
6	BMO	Bank Of Montreal /Can/	1,623	$286,784

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,472,932	43,400	+0.9%	Shares	Sole	2026-08-10
2026-03-31	$2,095,908	42,993	+6.9%	Shares	Sole	2026-05-06
2025-12-31	$2,211,880	40,216	+33.2%	Shares	Sole	2026-02-09
2025-09-30	$1,557,553	30,191	-3.7%	Shares	Sole	2025-11-03
2025-06-30	$1,483,529	31,351	-8.5%	Shares	Sole	2025-08-11
2025-03-31	$1,430,295	34,275	-7.1%	Shares	Sole	2025-05-09
2024-12-31	$1,622,282	36,912	-6.4%	Shares	Sole	2025-02-12
2024-09-30	$1,565,256	39,447	-10.5%	Shares	Sole	2024-11-14
2024-06-30	$1,752,146	44,057	+50.2%	Shares	Sole	2024-08-12
2024-03-31	$1,112,610	29,341	+19.9%	Shares	Sole	2024-05-13
2023-12-31	$823,635	24,462	-0.7%	Shares	Sole	2024-02-09
2023-09-30	$674,670	24,641	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.