Concurrent Investment Advisors, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2001015
Tampa, FL
Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$50,860,005
+$10,106,419 QoQ
Shares Held
892,594
+6.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#349
of 3,594 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Sep 30, 2024CallValue
$198,400
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $181,280,957 across 16 Banks - Diversified names. BAC ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
277,039 | $90,683,175 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
892,594 | $50,860,005 | |
| 3 | C |
Citigroup Inc
|
131,946 | $18,467,161 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
109,486 | $9,047,922 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
24,689 | $3,570,275 | |
| 6 | BCS |
Barclays PLC
|
50,175 | $1,347,700 | |
| 7 | UBS |
UBS Group AG
|
22,806 | $1,130,265 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
11,859 | $1,127,671 |
All Filings in BAC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,860,005 | 892,594 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $40,753,586 | 835,971 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $45,050,170 | 819,094 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $19,417,134 | 376,374 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $16,555,895 | 349,871 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $11,375,347 | 272,594 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,661,824 | 265,343 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $10,546,785 | 265,796 | Shares | Sole | 2024-10-30 | |
| 2024-09-30 | $198,400 | 5,000 | Call | Sole | 2024-10-30 | |
| 2024-06-30 | $9,741,661 | 244,950 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,537,571 | 146,033 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,737,234 | 140,696 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||