Position in BAC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,765,861
+$1,083,406 QoQ
Shares Held
136,291
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#809
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $43,244,076 across 6 Banks - Diversified names. BAC ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
86,040 | $28,163,473 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
136,291 | $7,765,861 | |
| 3 | TD |
Toronto Dominion Bank
|
34,675 | $4,210,585 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
16,922 | $2,447,090 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
5,499 | $454,437 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,762 | $202,630 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,765,861 | 136,291 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $6,682,455 | 137,076 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $8,017,845 | 145,779 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $7,417,558 | 143,779 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,866,321 | 145,104 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,182,943 | 172,129 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,586,868 | 172,625 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $6,865,830 | 173,030 | Shares | Other | 2024-10-16 | |
| 2024-06-30 | $6,615,698 | 166,349 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $6,343,636 | 167,290 | Shares | Other | 2024-04-12 | |
| 2023-12-31 | $5,898,781 | 175,194 | Shares | Other | 2024-01-08 | |
| 2023-09-30 | $4,833,774 | 176,544 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $5,111,869 | 178,176 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $5,153,090 | 180,178 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,000,516 | 181,175 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $4,923,747 | 163,038 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $5,167,268 | 165,990 | Shares | Other | 2022-07-18 | |
| 2022-03-31 | $6,857,028 | 166,352 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $6,823,964 | 153,382 | Shares | Other | 2022-01-14 | |
| 2021-09-30 | $6,638,415 | 156,382 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $6,468,079 | 156,878 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $6,170,589 | 159,488 | Shares | Other | 2021-04-08 | |
| 2020-12-31 | $4,769,278 | 157,350 | Shares | Other | 2021-01-12 | |
| 2020-09-30 | $7,247,668 | 300,858 | Shares | Other | 2020-10-16 | |
| 2020-06-30 | $7,421,470 | 312,483 | Shares | Other | 2020-07-21 | |
| 2020-03-31 | $6,675,963 | 314,459 | Shares | Other | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||