Finivi Inc.

Position in BAC — Bank Of America Corp /De/

CIK 2101641 WESTBOROUGH, MA

Position in BAC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,065,412

+$154,811 QoQ

Shares Held

18,698

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#1,874

of 3,594 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Finivi Inc. holds $8,364,744 across 3 Banks - Diversified names. BAC ranks #3 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	12,207	$3,995,717
2	C	Citigroup Inc	23,604	$3,303,615
3	BAC	Bank Of America Corp /De/ This page	18,698	$1,065,412

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,065,412	18,698	+0.1%	Shares	Sole	2026-07-09
2026-03-31	$910,601	18,679	-2.1%	Shares	Sole	2026-04-10
2025-12-31	$1,049,125	19,075	-0.4%	Shares	Sole	2026-01-27
2025-09-30	$988,103	19,153	+0.5%	Shares	Sole	2025-12-19
2025-06-30	$902,013	19,062	-1.0%	Shares	Sole	2025-12-19
2025-03-31	$803,678	19,259	-0.3%	Shares	Sole	2025-12-19
2024-12-31	$849,377	19,326	-5.1%	Shares	Sole	2025-12-19
2024-09-30	$808,083	20,365	-0.1%	Shares	Sole	2025-12-19
2024-06-30	$810,592	20,382	+0.3%	Shares	Sole	2025-12-19
2024-03-31	$770,382	20,316	-0.8%	Shares	Sole	2025-12-19
2023-12-31	$689,729	20,485	-16.6%	Shares	Sole	2025-12-19
2021-12-31	$1,092,674	24,560	—	Shares	Sole	2025-12-19
No filing history on record for this holder in this stock.