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Allied Investment Advisors, LLC → BAC-PS
Allied Investment Advisors, LLC BAC-PS Position History
BAC-PS
Quarters held
5
Latest value
$18.2M
Q3 2026
Peak value
$19M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.5M |
| Q4 2025 | $17.6M |
| Q1 2026 | $15.9M |
| Q2 2026 | $19M |
| Q3 2026 | $18.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.2M | 334.3K | — | — |
| Q2 2026 | $19M | 334.1K | — | — |
| Q1 2026 | $15.9M | 326.7K | — | — |
| Q4 2025 | $17.6M | 320.4K | — | — |
| Q3 2025 | $16.5M | 319.1K | — | — |
Other funds holding BAC-PS
$17.6B
$17.1B
$17.1B
$17.1B
$15.2B
$15.2B
Other Allied Investment Advisors, LLC positions
VGES
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VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF