AVITY INVESTMENT MANAGEMENT INC.
Position in BAC — Bank Of America Corp /De/
CIK 926834
GREENWICH, CT
Position in BAC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,646,722
+$169,597 QoQ
Shares Held
28,900
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,578
of 3,594 holders
Holding Since
Mar 2020
26 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, 2026AVITY INVESTMENT MANAGEMENT INC. holds $50,954,718 across 3 Banks - Diversified names. BAC ranks #3 (3.2% of the industry book) .
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,646,722 | 28,900 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,477,125 | 30,300 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,765,500 | 32,100 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,733,424 | 33,600 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,800,242 | 38,044 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,387,999 | 57,225 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,879,823 | 65,525 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,076,192 | 77,525 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,801,796 | 70,450 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,076,120 | 54,750 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,759,257 | 52,250 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,175,286 | 42,925 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,480,547 | 51,605 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $4,379,804 | 153,140 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,717,480 | 142,436 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $4,377,067 | 144,936 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $4,908,765 | 157,686 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $17,980,741 | 436,214 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $21,369,792 | 480,328 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $16,011,206 | 377,178 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $15,494,151 | 375,798 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $14,416,551 | 372,617 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $11,142,168 | 367,607 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $18,582,255 | 771,368 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $24,381,085 | 1,026,572 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $22,552,459 | 1,062,292 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||