IRONWOOD INVESTMENT MANAGEMENT LLC

Position in BAC — Bank Of America Corp /De/

CIK 1127761 BOSTON, MA

Position in BAC

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

Position Value

$323,931

+$45,715 QoQ

Shares Held

5,685

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,881

of 3,594 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IRONWOOD INVESTMENT MANAGEMENT LLC holds $6,740,594 across 4 Banks - Diversified names. BAC ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	33,462	$4,683,341
2	JPM	Jpmorgan Chase & Co	3,154	$1,032,398
3	BNY	Bank of New York Mellon Corp	4,847	$700,924
4	BAC	Bank Of America Corp /De/ This page	5,685	$323,931

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$323,931	5,685	-0.4%	Shares	Sole	2026-08-14
2026-03-31	$278,216	5,707	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$314,600	5,720	0.0%	Shares	Sole	2026-02-12
2025-09-30	$295,094	5,720	0.0%	Shares	Sole	2025-11-13
2025-06-30	$270,670	5,720	-0.3%	Shares	Sole	2025-08-13
2025-03-31	$239,488	5,739	-1.7%	Shares	Sole	2025-05-15
2024-12-31	$256,624	5,839	0.0%	Shares	Sole	2025-02-10
2024-09-30	$231,691	5,839	-11.2%	Shares	Sole	2024-11-14
2024-06-30	$261,646	6,579	0.0%	Shares	Sole	2024-08-16
2024-03-31	$249,475	6,579	-9.4%	Shares	Sole	2024-05-15
2023-12-31	$244,612	7,265	0.0%	Shares	Sole	2024-02-14
2023-06-30	$208,432	7,265	0.0%	Shares	Sole	2023-08-11
2023-03-31	$207,779	7,265	-4.5%	Shares	Sole	2023-05-15
2022-12-31	$252,076	7,611	-12.6%	Shares	Sole	2023-01-31
2022-09-30	$263,072	8,711	0.0%	Shares	Sole	2022-11-14
2022-06-30	$271,173	8,711	-0.5%	Shares	Sole	2022-08-12
2022-03-31	$360,716	8,751	-6.2%	Shares	Sole	2022-05-10
2021-12-31	$415,225	9,333	-2.1%	Shares	Sole	2022-02-10
2021-09-30	$404,675	9,533	-3.1%	Shares	Sole	2021-11-12
2021-06-30	$405,414	9,833	0.0%	Shares	Sole	2021-08-16
2021-03-31	$380,438	9,833	-1.7%	Shares	Sole	2021-05-14
2020-12-31	$303,342	10,008	+1.0%	Shares	Sole	2021-02-12
2020-09-30	$238,683	9,908	0.0%	Shares	Sole	2020-11-13
2020-06-30	$235,315	9,908	-0.4%	Shares	Sole	2020-08-17
2020-03-31	$211,111	9,944	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.