Position in BAC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$861,764
+$124,469 QoQ
Shares Held
15,124
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,042
of 3,594 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $23,634,774 across 11 Banks - Diversified names. BAC ranks #2 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,894 | $21,241,752 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
15,124 | $861,764 | |
| 3 | RY |
Royal Bank Of Canada
|
2,400 | $496,728 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,000 | $230,000 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,559 | $225,446 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,000 | $176,700 | |
| 7 | TD |
Toronto Dominion Bank
|
1,200 | $145,716 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
1,420 | $117,348 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,764 | 15,124 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $737,295 | 15,124 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $831,820 | 15,124 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $780,247 | 15,124 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $322,910 | 6,824 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $284,764 | 6,824 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $304,309 | 6,924 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $308,591 | 7,777 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $291,275 | 7,324 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $246,935 | 6,512 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $224,713 | 6,674 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $218,327 | 7,974 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $228,773 | 7,974 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $228,056 | 7,974 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $264,098 | 7,974 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $240,814 | 7,974 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $248,230 | 7,974 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $328,688 | 7,974 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $51,697 | 1,162 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $49,326 | 1,162 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $116,070 | 3,000 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $33,856 | 1,117 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $58,779 | 2,440 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $71,772 | 3,022 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $59,911 | 2,822 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||