&PARTNERS

Position in BAC — Bank Of America Corp /De/

CIK 107136 NASHVILLE, TN

Position in BAC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$34,625,906

-$1,474,389 QoQ

Shares Held

710,275

+8.2% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

&PARTNERS holds $400,697,332 across 17 Banks - Diversified names. BAC ranks #2 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	936,618	$275,515,550
2	BAC	Bank Of America Corp /De/ This page	710,275	$34,625,906
3	C	Citigroup Inc	188,343	$21,359,979
4	BNY	Bank of New York Mellon Corp	162,314	$19,255,309
5	WFC	Wells Fargo & Company/Mn	192,563	$15,329,940
6	SMFG	Sumitomo Mitsui Financial Group, Inc.	366,517	$7,238,710
7	RY	Royal Bank Of Canada	32,993	$5,337,607
8	ING	Ing Groep NV	186,140	$4,848,947

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$34,625,906	710,275	+8.2%	Shares	Sole	2026-05-15
2025-12-31	$36,100,295	656,369	-6.9%	Shares	Sole	2026-02-17
2025-09-30	$36,379,926	705,174	+14.6%	Shares	Sole	2025-11-14
2025-06-30	$29,117,746	615,337	+29.7%	Shares	Sole	2025-08-14
2025-03-31	$19,803,430	474,561	+17.2%	Shares	Sole	2025-05-15
2024-12-31	$17,794,080	404,871	+70.8%	Shares	Sole	2025-02-14
2024-09-30	$9,404,199	237,001	+102.4%	Shares	Sole	2024-11-14
2024-06-30	$4,656,709	117,091	+223.8%	Shares	Sole	2024-07-24
2024-03-31	$1,371,414	36,166	+168.7%	Shares	Sole	2024-04-11
2023-12-31	$453,130	13,458	+7.0%	Shares	Sole	2024-01-09
2023-09-30	$344,276	12,574	-4.3%	Shares	Sole	2023-10-06
2023-06-30	$376,785	13,133	+0.2%	Shares	Sole	2023-07-05
2023-03-31	$374,688	13,101	-1.4%	Shares	Sole	2023-04-06
2022-12-31	$439,899	13,282	-3.6%	Shares	Sole	2023-01-10
2022-09-30	$416,125	13,779	+3.9%	Shares	Sole	2022-10-11
2022-06-30	$412,970	13,266	+22.2%	Shares	Sole	2022-07-06
2022-03-31	$447,484	10,856	+4.8%	Shares	Sole	2022-04-26
2021-12-31	$460,827	10,358	-21.1%	Shares	Sole	2022-01-12
2021-09-30	$557,283	13,128	-1.5%	Shares	Sole	2021-10-07
2021-06-30	$549,513	13,328	+30.8%	Shares	Sole	2021-07-12
2021-03-31	$394,289	10,191	+0.1%	Shares	Sole	2021-04-09
2020-12-31	$308,464	10,177	+2.0%	Shares	Sole	2021-01-11
2020-09-30	$240,442	9,981	+11.0%	Shares	Sole	2020-10-05
2020-06-30	$213,465	8,988	—	Shares	Sole	2020-07-07
No filing history on record for this holder in this stock.