Position in BAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,752,640
+$1,285,798 QoQ
Shares Held
153,609
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#210
of 1,531 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $63,628,943 across 16 Banks - Diversified names. BAC ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
90,431 | $29,600,778 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
153,609 | $8,752,640 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
72,569 | $5,997,101 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
28,754 | $4,158,115 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
131,754 | $3,106,758 | |
| 6 | C |
Citigroup Inc
|
20,205 | $2,827,891 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
96,029 | $1,910,016 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
17,284 | $1,643,534 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,752,640 | 153,609 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $7,466,842 | 153,166 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,887,165 | 143,403 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,438,039 | 144,176 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,771,870 | 143,108 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,515,930 | 156,145 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,651,656 | 151,346 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $5,919,621 | 149,184 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $5,951,938 | 149,659 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $5,503,253 | 145,128 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $4,619,288 | 137,193 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $4,586,067 | 167,497 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,678,220 | 163,061 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $5,027,336 | 175,781 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $6,299,192 | 190,193 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $5,366,691 | 177,705 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $4,985,531 | 160,152 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,579,289 | 159,614 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $7,041,165 | 158,264 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,067,548 | 142,934 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,684,256 | 137,867 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $5,279,560 | 136,458 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $3,658,265 | 120,695 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $3,034,737 | 125,975 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $2,811,833 | 118,393 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,217,855 | 104,468 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||