Position in BAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,537,429
+$836,809 QoQ
Shares Held
97,182
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#944
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, 2026WHITTIER TRUST CO holds $247,134,147 across 6 Banks - Diversified names. BAC ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
676,814 | $221,541,526 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
66,628 | $9,635,074 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
96,701 | $7,991,370 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
97,182 | $5,537,429 | |
| 5 | C |
Citigroup Inc
|
16,857 | $2,359,305 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
2,945 | $69,443 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,537,429 | 97,182 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,700,620 | 96,423 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,467,715 | 99,413 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,926,534 | 95,494 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,486,030 | 94,802 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,009,292 | 96,077 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $4,385,594 | 99,786 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,812,851 | 96,090 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,821,538 | 96,091 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,857,829 | 101,736 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,393,262 | 100,780 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,997,945 | 109,494 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $3,224,496 | 112,391 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,355,465 | 117,324 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,156,758 | 125,506 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $3,825,705 | 126,679 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $4,019,660 | 129,125 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,222,696 | 126,703 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $6,143,445 | 138,086 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,696,746 | 134,199 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $6,471,254 | 156,955 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,523,577 | 142,765 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,258,160 | 140,487 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,359,976 | 139,476 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,352,264 | 141,148 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $3,041,451 | 143,262 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||