Position in BAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$562,448
+$78,556 QoQ
Shares Held
9,871
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,400
of 3,594 holders
Holding Since
Mar 2022
9 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, 2026DAVIDSON TRUST CO holds $6,959,640 across 4 Banks - Diversified names. BAC ranks #4 (8.1% of the industry book) .
All Filings in BAC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562,448 | 9,871 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $483,892 | 9,926 | Shares | Defined | 2026-04-20 | |
| 2025-12-31 | $539,880 | 9,816 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $291,947 | 5,659 | Shares | Defined | 2025-10-20 | |
| 2025-06-30 | $255,953 | 5,409 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $246,290 | 5,902 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $250,602 | 5,702 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $229,429 | 5,782 | Shares | Defined | 2024-11-13 | |
| 2022-03-31 | $206,428 | 5,008 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||