Position in BAC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$209,800
-$84,615 QoQ
Shares Held
3,682
-31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,239
of 3,594 holders
Holding Since
Dec 2020
21 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, 2026Chesley Taft & Associates LLC holds $103,976,826 across 6 Banks - Diversified names. BAC ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
171,069 | $55,996,014 | |
| 2 | C |
Citigroup Inc
|
152,055 | $21,281,617 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
219,282 | $18,121,463 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
70,388 | $8,094,620 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,890 | $273,312 | |
| 6 | BAC |
Bank Of America Corp /De/
This page
|
3,682 | $209,800 |
All Filings in BAC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,800 | 3,682 | Shares | Sole | 2026-07-08 | |
| 2025-12-31 | $294,415 | 5,353 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $234,786 | 4,551 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $210,810 | 4,455 | Shares | Sole | 2025-07-09 | |
| 2024-12-31 | $4,949,956 | 112,627 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,492,847 | 113,227 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $4,602,065 | 115,717 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $4,467,620 | 117,817 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,223,968 | 125,452 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $3,501,409 | 127,882 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,329,244 | 116,042 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,313,081 | 115,842 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,100,694 | 93,620 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,112,188 | 69,940 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,154,662 | 69,215 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $2,803,784 | 68,020 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,960,809 | 66,550 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $2,825,896 | 66,570 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $2,664,282 | 64,620 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $2,238,023 | 57,845 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $1,200,276 | 39,600 | Shares | Sole | 2021-01-11 | |
| No filing history on record for this holder in this stock. | ||||||