FORBES J M & CO LLP

Position in BAC — Bank Of America Corp /De/

CIK 1067532 Boston, MA

Position in BAC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$26,458,606

+$3,694,258 QoQ

Shares Held

464,349

-0.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

4.55%

of 13F equity value

Holder Rank

#448

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FORBES J M & CO LLP holds $28,369,273 across 4 Banks - Diversified names. BAC ranks #1 (93.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	464,349	$26,458,606
2	RY	Royal Bank Of Canada	5,600	$1,159,032
3	BNS	Bank Of Nova Scotia	6,000	$521,040
4	TD	Toronto Dominion Bank	1,899	$230,595

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,458,606	464,349	-0.6%	Shares	Sole	2026-07-20
2026-03-31	$22,764,348	466,961	+0.6%	Shares	Sole	2026-04-16
2025-12-31	$25,530,670	464,194	+1.2%	Shares	Sole	2026-01-21
2025-09-30	$23,675,476	458,916	+1.2%	Shares	Sole	2025-10-28
2025-06-30	$21,448,310	453,261	-0.1%	Shares	Sole	2025-07-18
2025-03-31	$18,924,054	453,488	+3.6%	Shares	Sole	2025-05-06
2024-12-31	$19,246,100	437,909	+0.4%	Shares	Sole	2025-01-28
2024-09-30	$17,309,884	436,237	-0.5%	Shares	Sole	2024-10-24
2024-06-30	$17,435,645	438,412	+1.6%	Shares	Sole	2024-07-30
2024-03-31	$16,367,068	431,621	-1.4%	Shares	Sole	2024-04-11
2023-12-31	$14,743,756	437,890	+1.1%	Shares	Sole	2024-02-08
2023-09-30	$11,854,882	432,976	+0.9%	Shares	Sole	2023-11-02
2023-06-30	$12,306,776	428,957	-15.5%	Shares	Sole	2023-08-03
2023-03-31	$14,516,559	507,572	+1.3%	Shares	Sole	2023-05-15
2022-12-31	$16,600,704	501,229	-0.5%	Shares	Sole	2023-02-14
2022-09-30	$15,213,974	503,774	+0.9%	Shares	Sole	2022-11-14
2022-06-30	$15,538,010	499,133	+0.1%	Shares	Sole	2022-07-22
2022-03-31	$20,562,555	498,849	-0.2%	Shares	Sole	2022-05-09
2021-12-31	$22,227,915	499,616	+0.3%	Shares	Sole	2022-02-11
2021-09-30	$21,142,180	498,049	+1.0%	Shares	Sole	2021-11-05
2021-06-30	$20,330,595	493,102	+0.2%	Shares	Sole	2021-08-03
2021-03-31	$19,039,426	492,102	+2.3%	Shares	Sole	2021-05-14
2020-12-31	$14,581,443	481,077	+1.0%	Shares	Sole	2021-02-11
2020-09-30	$11,469,321	476,103	+1.6%	Shares	Sole	2020-11-13
2020-06-30	$11,134,736	468,831	-0.5%	Shares	Sole	2020-08-10
2020-03-31	$10,003,002	471,173	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.