Position in BAC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$54,547,352
+$6,938,346 QoQ
Shares Held
957,307
-2.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#335
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Welch & Forbes LLC holds $275,270,392 across 6 Banks - Diversified names. BAC ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
645,494 | $211,289,551 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
957,307 | $54,547,352 | |
| 3 | TD |
Toronto Dominion Bank
|
43,217 | $5,247,840 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
44,645 | $3,689,462 | |
| 5 | UBS |
UBS Group AG
|
5,660 | $280,509 | |
| 6 | C |
Citigroup Inc
|
1,541 | $215,678 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,547,352 | 957,307 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $47,609,006 | 976,595 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $54,448,790 | 989,978 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $51,892,575 | 1,005,865 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $47,891,389 | 1,012,075 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $42,209,185 | 1,011,483 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $44,854,271 | 1,020,575 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $41,563,530 | 1,047,468 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $41,416,756 | 1,041,407 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $39,767,765 | 1,048,728 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $35,506,967 | 1,054,558 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $31,192,856 | 1,139,257 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $33,429,157 | 1,165,185 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $32,978,946 | 1,153,110 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $37,968,668 | 1,146,397 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $34,749,690 | 1,150,652 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $35,651,103 | 1,145,233 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $45,746,862 | 1,109,822 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $46,765,974 | 1,051,157 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $42,826,319 | 1,008,865 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $40,612,621 | 985,026 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $37,066,606 | 958,041 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $27,593,345 | 910,371 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $21,481,028 | 891,699 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $20,914,321 | 880,603 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $18,672,591 | 879,538 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||