NORTH STAR ASSET MANAGEMENT INC

Position in BAC — Bank Of America Corp /De/

CIK 1056559 NEENAH, WI

Position in BAC

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$624,842

+$90,250 QoQ

Shares Held

10,966

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,311

of 3,594 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NORTH STAR ASSET MANAGEMENT INC holds $30,865,414 across 5 Banks - Diversified names. BAC ranks #5 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	83,084	$27,195,885
2	BMO	Bank Of Montreal /Can/	8,099	$1,431,093
3	WFC	Wells Fargo & Company/Mn	11,254	$930,030
4	C	Citigroup Inc	4,884	$683,564
5	BAC	Bank Of America Corp /De/ This page	10,966	$624,842

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$624,842	10,966	0.0%	Shares	Sole	2026-08-18
2026-03-31	$534,592	10,966	-5.3%	Shares	Sole	2026-05-06
2025-12-31	$637,010	11,582	+2.4%	Shares	Sole	2026-02-09
2025-09-30	$583,792	11,316	+2.4%	Shares	Sole	2025-11-10
2025-06-30	$522,791	11,048	+18.2%	Shares	Sole	2025-08-12
2025-03-31	$390,092	9,348	+52.7%	Shares	Sole	2025-05-08
2024-12-31	$268,974	6,120	+12.1%	Shares	Sole	2025-02-19
2022-03-31	$225,102	5,461	-3.5%	Shares	Sole	2022-04-29
2021-12-31	$251,857	5,661	-1.8%	Shares	Sole	2022-02-07
2021-09-30	$244,766	5,766	-4.1%	Shares	Sole	2021-10-20
2021-06-30	$247,998	6,015	+1.3%	Shares	Sole	2021-07-30
2021-03-31	$229,818	5,940	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.