INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

Position in BAC — Bank Of America Corp /De/

CIK 867926 ATLANTA, GA

Position in BAC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,688,430

+$535,923 QoQ

Shares Held

47,182

+6.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#1,293

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV holds $14,191,749 across 4 Banks - Diversified names. BAC ranks #2 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	26,964	$8,826,126
2	BAC	Bank Of America Corp /De/ This page	47,182	$2,688,430
3	WFC	Wells Fargo & Company/Mn	19,079	$1,576,688
4	C	Citigroup Inc	7,863	$1,100,505

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,688,430	47,182	+6.9%	Shares	Sole	2026-07-22
2026-03-31	$2,152,507	44,154	+0.9%	Shares	Sole	2026-04-27
2025-12-31	$2,406,140	43,748	-0.7%	Shares	Sole	2026-02-04
2025-09-30	$2,272,229	44,044	-0.2%	Shares	Sole	2025-10-23
2025-06-30	$2,088,704	44,140	+0.0%	Shares	Sole	2025-07-22
2025-03-31	$1,841,085	44,119	-2.7%	Shares	Sole	2025-04-29
2024-12-31	$1,993,747	45,364	-3.3%	Shares	Sole	2025-02-03
2024-09-30	$1,861,388	46,910	-0.1%	Shares	Sole	2024-10-29
2024-06-30	$1,867,798	46,965	-0.4%	Shares	Sole	2024-07-29
2024-03-31	$1,788,117	47,155	-10.8%	Shares	Sole	2024-04-22
2023-12-31	$1,780,637	52,885	-0.9%	Shares	Sole	2024-01-31
2023-09-30	$1,460,531	53,343	0.0%	Shares	Sole	2023-11-09
2023-06-30	$1,530,410	53,343	+0.7%	Shares	Sole	2023-08-04
2023-03-31	$1,515,599	52,993	-0.4%	Shares	Sole	2023-05-01
2022-12-31	$1,761,752	53,193	-4.5%	Shares	Sole	2023-02-02
2022-09-30	$1,682,351	55,707	-1.8%	Shares	Sole	2022-10-27
2022-06-30	$1,765,288	56,707	+3.6%	Shares	Sole	2022-08-01
2022-03-31	$2,257,083	54,757	0.0%	Shares	Sole	2022-04-20
2021-12-31	$2,436,138	54,757	-1.2%	Shares	Sole	2022-02-03
2021-09-30	$2,352,027	55,407	+0.2%	Shares	Sole	2021-10-14
2021-06-30	$2,279,318	55,283	+0.9%	Shares	Sole	2021-07-09
2021-03-31	$2,120,444	54,806	+4.1%	Shares	Sole	2021-04-21
2020-12-31	$1,595,669	52,645	-5.3%	Shares	Sole	2021-01-28
2020-09-30	$1,339,885	55,620	+1.3%	Shares	Sole	2020-10-14
2020-06-30	$1,304,350	54,920	+0.2%	Shares	Sole	2020-07-31
2020-03-31	$1,163,085	54,785	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.