Position in BAC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$17,261,293
+$2,846,796 QoQ
Shares Held
302,936
+2.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#532
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BOURGEON CAPITAL MANAGEMENT LLC holds $64,381,803 across 3 Banks - Diversified names. BAC ranks #3 (26.8% of the industry book) .
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,261,293 | 302,936 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $14,414,497 | 295,682 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,702,775 | 285,505 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $14,696,082 | 284,863 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $13,522,021 | 285,757 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $11,957,063 | 286,534 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $12,274,180 | 279,276 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $11,300,030 | 284,779 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $11,447,357 | 287,839 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $10,749,599 | 283,481 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $9,536,320 | 283,229 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $8,482,871 | 309,820 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $9,025,185 | 314,576 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $9,082,616 | 317,574 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $10,435,317 | 315,076 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $9,293,959 | 307,747 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $9,475,722 | 304,392 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $12,400,171 | 300,829 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $13,287,383 | 298,660 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $12,812,810 | 301,833 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $11,269,808 | 273,340 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $9,693,663 | 250,547 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,571,528 | 249,803 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $6,069,451 | 251,949 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $6,121,016 | 257,727 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $4,100,383 | 193,141 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||