S&CO INC

Position in BAC — Bank Of America Corp /De/

CIK 1082461 BOSTON, MA

Position in BAC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,269,738

+$761,143 QoQ

Shares Held

92,484

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#967

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

S&CO INC holds $13,931,101 across 4 Banks - Diversified names. BAC ranks #2 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	39,794	$5,569,568
2	BAC	Bank Of America Corp /De/ This page	92,484	$5,269,738
3	WFC	Wells Fargo & Company/Mn	34,949	$2,888,185
4	BNY	Bank of New York Mellon Corp	1,408	$203,610

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,269,738	92,484	0.0%	Shares	Sole	2026-08-06
2026-03-31	$4,508,595	92,484	0.0%	Shares	Sole	2026-05-07
2025-12-31	$5,086,620	92,484	0.0%	Shares	Sole	2026-02-05
2025-09-30	$4,771,249	92,484	-0.2%	Shares	Sole	2025-11-06
2025-06-30	$4,386,043	92,689	0.0%	Shares	Sole	2025-08-07
2025-03-31	$3,867,911	92,689	-0.2%	Shares	Sole	2025-05-08
2024-12-31	$4,079,966	92,832	-0.9%	Shares	Sole	2025-02-07
2024-09-30	$3,716,111	93,652	-0.5%	Shares	Sole	2024-11-07
2024-06-30	$3,744,425	94,152	-13.0%	Shares	Sole	2024-08-08
2024-03-31	$4,104,915	108,252	-6.5%	Shares	Sole	2024-05-09
2023-12-31	$3,899,558	115,817	-8.5%	Shares	Sole	2024-02-12
2023-09-30	$3,466,116	126,593	+0.2%	Shares	Sole	2023-11-09
2023-06-30	$3,625,583	126,371	+3.3%	Shares	Sole	2023-08-08
2023-03-31	$3,498,380	122,321	-0.7%	Shares	Sole	2023-05-09
2022-12-31	$4,079,423	123,171	0.0%	Shares	Sole	2023-02-07
2022-09-30	$3,719,764	123,171	0.0%	Shares	Sole	2022-11-09
2022-06-30	$3,834,313	123,171	+0.0%	Shares	Sole	2022-08-09
2022-03-31	$5,075,047	123,121	-0.3%	Shares	Sole	2022-05-05
2021-12-31	$5,494,114	123,491	-0.8%	Shares	Sole	2022-02-08
2021-09-30	$5,284,642	124,491	0.0%	Shares	Sole	2021-11-09
2021-06-30	$5,132,763	124,491	-3.1%	Shares	Sole	2021-07-14
2021-03-31	$4,970,465	128,469	-0.6%	Shares	Sole	2021-04-23
2020-12-31	$3,916,779	129,224	-8.8%	Shares	Sole	2021-01-28
2020-09-30	$3,414,131	141,724	-1.7%	Shares	Sole	2020-12-11
2020-06-30	$3,425,082	144,214	+0.8%	Shares	Sole	2020-12-16
2020-03-31	$3,038,310	143,114	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.