TCV Trust & Wealth Management, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1135439 RICHMOND, VA

Position in BAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$874,699

+$162,511 QoQ

Shares Held

15,351

+5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,030

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCV Trust & Wealth Management, Inc. holds $29,880,492 across 5 Banks - Diversified names. BAC ranks #3 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	83,227	$27,242,693
2	BNY	Bank of New York Mellon Corp	8,403	$1,215,156
3	BAC	Bank Of America Corp /De/ This page	15,351	$874,699
4	WFC	Wells Fargo & Company/Mn	3,665	$302,875
5	C	Citigroup Inc	1,751	$245,069

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$874,699	15,351	+5.1%	Shares	Sole	2026-07-24
2026-03-31	$712,188	14,609	-8.0%	Shares	Sole	2026-04-21
2025-12-31	$873,345	15,879	+26.7%	Shares	Sole	2026-01-23
2025-09-30	$646,731	12,536	-20.6%	Shares	Sole	2025-10-23
2025-06-30	$746,992	15,786	-1.9%	Shares	Sole	2025-07-11
2025-03-31	$671,268	16,086	-21.1%	Shares	Sole	2025-04-24
2024-12-31	$895,964	20,386	-1.2%	Shares	Sole	2025-01-29
2024-09-30	$818,836	20,636	-1.7%	Shares	Sole	2024-10-24
2024-06-30	$834,493	20,983	-1.5%	Shares	Sole	2024-07-26
2024-03-31	$807,430	21,293	0.0%	Shares	Sole	2024-04-16
2023-12-31	$716,934	21,293	-0.5%	Shares	Sole	2024-01-25
2023-09-30	$586,068	21,405	0.0%	Shares	Sole	2023-10-19
2023-06-30	$614,109	21,405	0.0%	Shares	Sole	2023-07-31
2023-03-31	$612,182	21,405	+4.7%	Shares	Sole	2023-04-21
2022-12-31	$677,236	20,448	-0.5%	Shares	Sole	2023-02-01
2022-09-30	$620,700	20,553	-3.6%	Shares	Sole	2022-11-14
2022-06-30	$663,442	21,312	+4.8%	Shares	Sole	2022-07-22
2022-03-31	$838,331	20,338	-9.7%	Shares	Sole	2022-04-21
2021-12-31	$1,001,914	22,520	+2.6%	Shares	Sole	2022-01-26
2021-09-30	$932,116	21,958	+2.5%	Shares	Sole	2021-10-27
2021-06-30	$883,311	21,424	-2.2%	Shares	Sole	2021-08-02
2021-03-31	$847,697	21,910	+4.8%	Shares	Sole	2021-05-07
2020-12-31	$633,630	20,905	-6.0%	Shares	Other	2021-02-02
2020-09-30	$535,616	22,234	-1.1%	Shares	Sole	2020-11-02
2020-06-30	$533,995	22,484	-19.0%	Shares	Sole	2020-07-29
2020-03-31	$589,387	27,762	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.