MARIETTA INVESTMENT PARTNERS LLC

Position in BAC — Bank Of America Corp /De/

CIK 1114702 MILWAUKEE, WI

Position in BAC

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$4,318,031

-$832,059 QoQ

Shares Held

88,575

-5.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 97.76234829240757.ToString("F0")% Shared 0.ToString("F0")% None 2.237651707592436.ToString("F0")%

Financial Services · as of Mar 31, 2026

MARIETTA INVESTMENT PARTNERS LLC holds $30,274,912 across 9 Banks - Diversified names. BAC ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	28,351	$8,339,730
2	SAN	Banco Santander, S.A.	520,774	$5,874,330
3	BAC	Bank Of America Corp /De/ This page	88,575	$4,318,031
4	BNY	Bank of New York Mellon Corp	33,502	$3,974,342
5	ING	Ing Groep NV	112,240	$2,923,852
6	BCS	Barclays PLC	101,840	$2,154,934
7	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	97,644	$2,114,969
8	WFC	Wells Fargo & Company/Mn	3,900	$310,479

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,318,031	88,575	-5.4%	Shares	Sole	2026-04-28
2025-12-31	$5,150,090	93,638	+9.7%	Shares	Sole	2026-02-10
2025-09-30	$4,404,908	85,383	+1.3%	Shares	Sole	2025-11-12
2025-06-30	$3,987,656	84,270	-0.7%	Shares	Sole	2025-08-12
2025-03-31	$3,542,793	84,898	+78.5%	Shares	Sole	2025-05-07
2024-12-31	$2,090,877	47,574	+21.2%	Shares	Sole	2025-02-11
2024-09-30	$1,558,114	39,267	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.