FIRST FOUNDATION ADVISORS

Endowment

Position in BAC — Bank Of America Corp /De/

CIK 1086763 Irvine, CA

Position in BAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,314,357

+$126,954 QoQ

Shares Held

23,067

-5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,715

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $36,203,740 across 5 Banks - Diversified names. BAC ranks #2 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	97,905	$32,047,242
2	BAC	Bank Of America Corp /De/ This page	23,067	$1,314,357
3	C	Citigroup Inc	7,281	$1,019,048
4	BNY	Bank of New York Mellon Corp	6,830	$987,686
5	WFC	Wells Fargo & Company/Mn	10,109	$835,407

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,314,357	23,067	-5.3%	Shares	Defined	2026-08-14
2026-03-31	$1,187,403	24,357	+12.2%	Shares	Defined	2026-05-04
2025-12-31	$1,194,325	21,715	-0.5%	Shares	Defined	2026-02-04
2025-09-30	$1,126,002	21,826	+5.3%	Shares	Sole	2025-11-17
2025-06-30	$980,848	20,728	+101.7%	Shares	Sole	2025-08-14
2025-03-31	$428,775	10,275	-4.5%	Shares	Sole	2025-05-08
2024-12-31	$472,769	10,757	-7.9%	Shares	Sole	2025-02-13
2024-09-30	$463,541	11,682	+0.3%	Shares	Sole	2024-11-14
2024-06-30	$463,200	11,647	-15.5%	Shares	Sole	2024-08-06
2024-03-31	$522,385	13,776	+33.2%	Shares	Sole	2024-05-10
2023-12-31	$348,315	10,345	-67.2%	Shares	Sole	2024-02-14
2023-09-30	$863,017	31,520	+9.3%	Shares	Defined	2023-11-15
2023-06-30	$827,304	28,836	+4.1%	Shares	Defined	2023-08-14
2023-03-31	$791,847	27,687	-1.6%	Shares	Sole	2023-05-12
2022-12-31	$932,029	28,141	+4.0%	Shares	Sole	2023-02-14
2022-09-30	$817,030	27,054	+15.7%	Shares	Sole	2022-11-14
2022-06-30	$727,601	23,373	-4.6%	Shares	Sole	2022-08-12
2022-03-31	$1,009,436	24,489	-2.3%	Shares	Sole	2022-05-05
2021-12-31	$1,114,741	25,056	-0.4%	Shares	Sole	2022-02-14
2021-09-30	$1,067,914	25,157	-32.1%	Shares	Sole	2021-11-15
2021-06-30	$1,527,695	37,053	-14.2%	Shares	Sole	2021-08-13
2021-03-31	$1,671,717	43,208	+4.6%	Shares	Sole	2021-05-18
2020-12-31	$1,252,197	41,313	-12.8%	Shares	Sole	2021-02-16
2020-09-30	$1,141,721	47,394	-7.4%	Shares	Sole	2020-11-12
2020-06-30	$1,216,190	51,208	-4.8%	Shares	Sole	2020-08-14
2020-03-31	$1,142,428	53,812	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.