AssuredPartners Investment Advisors, LLC
Position in BAC — Bank Of America Corp /De/
CIK 2055492
Tampa, FL
Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,296,971
+$1,298,080 QoQ
Shares Held
145,612
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#784
of 3,595 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AssuredPartners Investment Advisors, LLC holds $22,985,396 across 5 Banks - Diversified names. BAC ranks #2 (36.1% of the industry book) .
All Filings in BAC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,296,971 | 145,612 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,998,891 | 143,567 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,201,360 | 112,752 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,753,162 | 111,517 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $5,125,134 | 108,308 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,213,436 | 100,969 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,169,580 | 94,871 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||