CCM INVESTMENT ADVISERS LLC

Position in BAC — Bank Of America Corp /De/

CIK 931097 COLUMBIA, SC

Position in BAC

as of Mar 31, 2026 · filed May 20, 2026 Compact

Position Value

$8,729,126

-$8,077,939 QoQ

Shares Held

179,059

-41.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

CCM INVESTMENT ADVISERS LLC holds $35,868,904 across 3 Banks - Diversified names. BAC ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	71,733	$21,100,979
2	BAC	Bank Of America Corp /De/ This page	179,059	$8,729,126
3	SMFG	Sumitomo Mitsui Financial Group, Inc.	305,762	$6,038,799

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,729,126	179,059	-41.4%	Shares	Sole	2026-05-20
2025-12-31	$16,807,065	305,583	+1.5%	Shares	Sole	2026-01-12
2025-09-30	$15,530,498	301,037	+1.4%	Shares	Sole	2025-10-10
2025-06-30	$14,051,248	296,941	+5.9%	Shares	Sole	2025-07-15
2025-03-31	$11,695,834	280,274	+1.8%	Shares	Sole	2025-04-16
2024-12-31	$12,100,357	275,321	-1.5%	Shares	Sole	2025-01-10
2024-09-30	$11,091,869	279,533	-3.1%	Shares	Sole	2024-10-09
2024-06-30	$11,475,872	288,556	-8.2%	Shares	Sole	2024-07-11
2024-03-31	$11,920,000	314,346	-6.5%	Shares	Sole	2024-05-17
2023-12-31	$11,317,867	336,141	-2.8%	Shares	Sole	2024-03-05
2023-09-30	$9,465,101	345,694	+0.9%	Shares	Sole	2023-12-08
2023-06-30	$9,832,435	342,713	-0.3%	Shares	Sole	2023-08-21
2023-03-31	$9,835,196	343,888	+3.2%	Shares	Sole	2023-05-17
2022-12-31	$11,034,424	333,165	-7.6%	Shares	Sole	2023-02-15
2022-09-30	$10,893,230	360,703	+1.1%	Shares	Sole	2022-11-09
2022-06-30	$11,102,981	356,665	-0.0%	Shares	Sole	2022-07-27
2022-03-31	$14,703,132	356,699	-1.2%	Shares	Sole	2022-05-03
2021-12-31	$16,067,874	361,157	+4.1%	Shares	Sole	2022-02-01
2021-09-30	$14,721,405	346,794	+0.2%	Shares	Sole	2021-10-26
2021-06-30	$14,276,052	346,254	-0.5%	Shares	Sole	2021-07-30
2021-03-31	$13,466,905	348,072	+0.4%	Shares	Sole	2021-05-07
2020-12-31	$10,510,992	346,783	-2.1%	Shares	Sole	2021-02-25
2020-09-30	$8,534,508	354,276	-2.7%	Shares	Sole	2020-11-10
2020-06-30	$8,645,332	364,014	+0.6%	Shares	Sole	2020-08-10
2020-03-31	$7,684,028	361,942	—	Shares	Sole	2020-05-22
No filing history on record for this holder in this stock.