Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,153,102
+$3,032,154 QoQ
Shares Held
55,337
+2130.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,199
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)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LM Advisors LLC holds $10,923,081 across 4 Banks - Diversified names. BAC ranks #2 (28.9% of the industry book) .
All Filings in BAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,153,102 | 55,337 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $120,948 | 2,481 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $152,625 | 2,775 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,109,360 | 40,887 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,360,652 | 49,887 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,145,965 | 51,425 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,281,971 | 51,922 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $1,981,658 | 49,941 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,946,383 | 48,941 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,855,842 | 48,941 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,852,052 | 55,006 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||