OSTERWEIS CAPITAL MANAGEMENT INC
Position in BAC — Bank Of America Corp /De/
CIK 1007524
SAN FRANCISCO, CA
Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,308,026
+$7,259,736 QoQ
Shares Held
128,256
+14507.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#830
of 3,594 holders
Holding Since
Mar 2025
4 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, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $53,582,978 across 5 Banks - Diversified names. BAC ranks #2 (13.6% of the industry book) .
All Filings in BAC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,308,026 | 128,256 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $48,290 | 878 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $36,474 | 707 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $5,424 | 130 | Shares | Sole | 2025-06-05 | |
| No filing history on record for this holder in this stock. | ||||||