BOSTON FAMILY OFFICE LLC
Family OfficePosition in BAC — Bank Of America Corp /De/
CIK 1039807
BOSTON, MA
Position in BAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$587,406
+$84,843 QoQ
Shares Held
10,309
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,370
of 3,595 holders
Holding Since
Dec 2025
3 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, 2026BOSTON FAMILY OFFICE LLC holds $17,985,044 across 5 Banks - Diversified names. BAC ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
45,858 | $15,010,699 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
12,888 | $1,863,733 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
10,309 | $587,406 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,548 | $293,206 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,000 | $230,000 |
All Filings in BAC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,406 | 10,309 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $502,563 | 10,309 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $441,155 | 8,021 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||