HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2026645
NEW LONDON, NH
Position in BAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,029,571
+$172,156 QoQ
Shares Held
18,069
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,906
of 3,589 holders
Holding Since
Dec 2024
7 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, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $7,099,931 across 7 Banks - Diversified names. BAC ranks #3 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,515 | $3,769,204 | |
| 2 | BNS |
Bank Of Nova Scotia
|
24,310 | $2,111,080 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
18,069 | $1,029,571 | |
| 4 | C |
Citigroup Inc
|
1,131 | $158,294 | |
| 5 | RY |
Royal Bank Of Canada
|
53 | $10,969 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
112 | $10,650 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
511 | $10,163 |
All Filings in BAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029,571 | 18,069 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $857,415 | 17,588 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $901,780 | 16,396 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $907,674 | 17,594 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $864,252 | 18,264 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $737,577 | 17,675 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $751,149 | 17,091 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||