Catherine Avery Investment Management LLC
Position in BAC — Bank Of America Corp /De/
CIK 2103454
LONGBOAT KEY, FL
Position in BAC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,357,429
+$775,652 QoQ
Shares Held
111,573
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
#881
of 3,595 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, 2026Catherine Avery Investment Management LLC holds $21,282,190 across 3 Banks - Diversified names. BAC ranks #3 (29.9% of the industry book) .
All Filings in BAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,357,429 | 111,573 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,581,777 | 114,498 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,295,555 | 78,101 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $4,358,323 | 84,480 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $3,282,257 | 69,363 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $350,824 | 8,407 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $418,887 | 9,531 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||