HERITAGE INVESTORS MANAGEMENT CORP
Position in BAC — Bank Of America Corp /De/
CIK 937589
BETHESDA, MD
Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$39,529,077
+$4,324,509 QoQ
Shares Held
693,736
-3.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#392
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, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $138,516,401 across 3 Banks - Diversified names. BAC ranks #2 (28.5% 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 | $39,529,077 | 693,736 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $35,204,568 | 722,145 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $39,702,080 | 721,856 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $37,781,162 | 732,335 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $34,614,958 | 731,508 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $30,723,378 | 736,242 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $32,454,921 | 738,451 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $29,536,323 | 744,363 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $29,973,853 | 753,680 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $29,156,801 | 768,903 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $26,000,782 | 772,224 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $21,026,005 | 767,933 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $21,305,107 | 742,597 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $18,910,491 | 661,206 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $21,098,532 | 637,033 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $18,824,475 | 623,327 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $18,249,339 | 586,230 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $22,898,822 | 555,527 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $25,053,920 | 563,136 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $24,304,068 | 572,534 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $23,903,339 | 579,756 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $23,143,893 | 598,188 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $18,763,587 | 619,056 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $14,994,603 | 622,441 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $14,424,063 | 607,329 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $12,421,651 | 585,099 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||