SALEM INVESTMENT COUNSELORS INC
Position in BAC — Bank Of America Corp /De/
CIK 884423
WINSTON-SALEM, NC
Position in BAC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$63,985,235
+$8,781,808 QoQ
Shares Held
1,122,942
-0.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#302
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Dec 31, 2020CallValue
$454,650
CallShares
15,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $149,972,003 across 12 Banks - Diversified names. BAC ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
242,447 | $79,360,176 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
1,122,942 | $63,985,235 | |
| 3 | C |
Citigroup Inc
|
30,590 | $4,281,376 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,359 | $1,186,627 | |
| 5 | RY |
Royal Bank Of Canada
|
5,167 | $1,069,413 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
374 | $43,010 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
787 | $15,653 | |
| 8 | UBS |
UBS Group AG
|
270 | $13,381 |
All Filings in BAC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,985,235 | 1,122,942 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $55,203,427 | 1,132,378 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $61,980,820 | 1,126,924 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $58,547,788 | 1,134,867 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $53,542,958 | 1,131,508 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $47,046,527 | 1,127,403 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $49,831,169 | 1,133,815 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $45,541,569 | 1,147,721 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $45,715,097 | 1,149,487 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $44,299,926 | 1,168,247 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $39,252,755 | 1,165,808 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $32,049,084 | 1,170,529 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $34,469,485 | 1,201,446 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $34,919,713 | 1,220,969 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $40,261,235 | 1,215,617 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $36,330,298 | 1,202,990 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $36,922,296 | 1,186,068 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $47,706,873 | 1,157,372 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $51,680,429 | 1,161,619 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $47,467,080 | 1,118,188 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $45,560,469 | 1,105,032 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $42,490,673 | 1,098,234 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $32,789,782 | 1,081,814 | Shares | Sole | 2021-02-17 | |
| 2020-12-31 | $454,650 | 15,000 | Call | Sole | 2021-02-17 | |
| 2020-09-30 | $25,642,696 | 1,064,454 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $25,072,162 | 1,055,670 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $22,812,951 | 1,074,562 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||