SEC 13F Intelligence

Allied Investment Advisors, LLC / BAC

Allied Investment Advisors, LLC’s Bank America Corp Position

Does Allied Investment Advisors, LLC own Bank America Corp (BAC)? Yes — 326.7K shares worth $16M (+2.28% of its 13F portfolio) as of Q1 2026, up from 320.4K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
326.7K
% of Portfolio
+2.28%
Quarters Held
30
currently held

Position History BAC

Reported value by quarter
Q4 ’18: $230,000Q4 ’18Q1 ’19: $257,000Q2 ’19: $296,000Q3 ’19: $297,000Q4 ’19: $371,000Q4 ’19Q1 ’20: $238,000Q2 ’20: $4MQ3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $8MQ2 ’21: $8MQ3 ’21: $8MQ4 ’21: $9MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $7MQ2 ’23: $8MQ3 ’23: $8MQ4 ’23: $9MQ4 ’23Q1 ’24: $11MQ2 ’24: $12MQ3 ’24: $12MQ4 ’24: $13MQ4 ’24Q1 ’25: $13MQ2 ’25: $15MQ3 ’25: $16MQ4 ’25: $18MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026326.7K$16M+2.28%
Q4 2025320.4K$18M+2.72%
Q3 2025319.1K$16M+2.62%
Q2 2025310.4K$15M+2.57%
Q1 2025307.5K$13M+2.43%
Q4 2024294.4K$13M+2.61%
Q3 2024295.7K$12M+2.32%
Q2 2024293.1K$12M+2.74%
Q1 2024290.5K$11M+2.66%
Q4 2023280.9K$9M+2.57%
Q3 2023274.7K$8M+2.25%
Q2 2023267.8K$8M+2.23%
Q1 2023243.6K$7M+2.16%
Q4 2022232.7K$8M+2.41%
Q3 2022227.0K$7M+2.56%
Q2 2022217.8K$7M+2.43%
Q1 2022208.6K$9M+2.80%
Q4 2021196.8K$9M+3.00%
Q3 2021199.4K$8M+3.20%
Q2 2021200.0K$8M+3.11%
Q1 2021207.2K$8M+3.43%
Q4 2020201.8K$6M+2.94%
Q3 2020196.5K$5M+2.55%
Q2 2020186.7K$4M+2.55%
Q1 202011.2K$238,000+0.17%
Q4 201910.5K$371,000+0.22%
Q3 201910.2K$297,000+0.19%
Q2 201910.2K$296,000+0.20%
Q1 20199.3K$257,000+0.18%
Q4 20189.3K$230,000+0.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Allied Investment Advisors, LLC’s full portfolio or all institutional holders of BAC.