NORTHEAST INVESTMENT MANAGEMENT

Position in BAC — Bank Of America Corp /De/

CIK 1082215 BOSTON, MA

Position in BAC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$7,898,624

+$804,768 QoQ

Shares Held

138,621

-4.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#800

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

NORTHEAST INVESTMENT MANAGEMENT holds $72,633,293 across 4 Banks - Diversified names. BAC ranks #2 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	194,762	$63,751,445
2	BAC	Bank Of America Corp /De/ This page	138,621	$7,898,624
3	WFC	Wells Fargo & Company/Mn	7,999	$661,037
4	C	Citigroup Inc	2,302	$322,187

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,898,624	138,621	-4.7%	Shares	Sole	2026-07-16
2026-03-31	$7,093,856	145,515	-1.1%	Shares	Sole	2026-04-21
2025-12-31	$8,088,300	147,060	-1.9%	Shares	Sole	2026-02-04
2025-09-30	$7,731,432	149,863	-1.8%	Shares	Sole	2025-11-07
2025-06-30	$7,219,281	152,563	-0.9%	Shares	Sole	2025-07-29
2025-03-31	$6,422,121	153,897	-0.2%	Shares	Sole	2025-04-15
2024-12-31	$6,776,211	154,180	-0.5%	Shares	Sole	2025-01-28
2024-09-30	$6,151,431	155,026	-1.2%	Shares	Sole	2024-10-29
2024-06-30	$6,241,106	156,930	-1.6%	Shares	Sole	2024-07-26
2024-03-31	$6,048,998	159,520	-2.2%	Shares	Sole	2024-05-01
2023-12-31	$5,489,523	163,039	-10.5%	Shares	Sole	2024-02-09
2023-09-30	$4,988,252	182,186	-3.9%	Shares	Sole	2023-11-08
2023-06-30	$5,439,996	189,613	-17.7%	Shares	Sole	2023-07-28
2023-03-31	$6,589,754	230,411	+9.4%	Shares	Sole	2023-04-28
2022-12-31	$6,978,682	210,709	+0.1%	Shares	Sole	2023-01-27
2022-09-30	$6,356,163	210,469	+0.4%	Shares	Sole	2022-10-28
2022-06-30	$6,526,684	209,659	-0.6%	Shares	Sole	2022-08-05
2022-03-31	$8,693,215	210,898	+1.0%	Shares	Sole	2022-05-04
2021-12-31	$9,291,514	208,845	+1.5%	Shares	Sole	2022-02-07
2021-09-30	$8,732,941	205,723	+0.4%	Shares	Sole	2021-11-08
2021-06-30	$8,447,655	204,891	+3.0%	Shares	Sole	2021-08-05
2021-03-31	$7,697,994	198,966	+0.4%	Shares	Sole	2021-05-11
2020-12-31	$6,007,563	198,204	-6.3%	Shares	Sole	2021-02-10
2020-09-30	$5,093,950	211,455	-0.6%	Shares	Sole	2020-11-13
2020-06-30	$5,050,888	212,669	+0.5%	Shares	Sole	2020-08-11
2020-03-31	$4,493,371	211,652	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.