Position in BAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$835,269
+$158,814 QoQ
Shares Held
14,659
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,059
of 3,589 holders
Holding Since
Jun 2020
18 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, 2026TRUST CO OF TOLEDO NA /OH/ holds $38,901,956 across 8 Banks - Diversified names. BAC ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
95,364 | $31,215,498 | |
| 2 | C |
Citigroup Inc
|
31,257 | $4,374,728 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,453 | $1,524,955 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
14,659 | $835,269 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,230 | $486,450 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,044 | $440,192 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
214 | $20,349 | |
| 8 | BNS |
Bank Of Nova Scotia
|
52 | $4,515 |
All Filings in BAC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,269 | 14,659 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $676,455 | 13,876 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $801,075 | 14,565 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $777,203 | 15,065 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $665,555 | 14,065 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $585,597 | 14,033 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $622,332 | 14,160 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $527,267 | 13,288 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $511,879 | 12,871 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $476,540 | 12,567 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $416,295 | 12,364 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $218,985 | 7,998 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $254,279 | 8,863 | Shares | Sole | 2023-07-10 | |
| 2021-12-31 | $265,337 | 5,964 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $251,854 | 5,933 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $233,278 | 5,658 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $219,062 | 5,662 | Shares | Sole | 2021-04-06 | |
| 2020-06-30 | $332,428 | 13,997 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||