SeaBridge Investment Advisors LLC
Position in BAC — Bank Of America Corp /De/
CIK 1304229
SUMMIT, NJ
Position in BAC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,280,280
+$506,397 QoQ
Shares Held
75,119
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,072
of 3,589 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, 2026SeaBridge Investment Advisors LLC holds $18,428,066 across 6 Banks - Diversified names. BAC ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
32,167 | $10,529,224 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
75,119 | $4,280,280 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
17,346 | $1,433,473 | |
| 4 | C |
Citigroup Inc
|
7,578 | $1,060,616 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
9,529 | $906,112 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,510 | $218,361 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,280,280 | 75,119 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,773,883 | 77,413 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,291,430 | 78,026 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,382,364 | 84,946 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,835,711 | 81,059 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,391,146 | 81,264 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,217,980 | 50,466 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,947,534 | 49,081 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,943,400 | 48,866 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,859,065 | 49,026 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,861,378 | 55,283 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,509,130 | 55,118 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,032,170 | 70,832 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,075,616 | 72,574 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,604,821 | 78,648 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,300,364 | 76,171 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,314,826 | 74,360 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,906,133 | 70,503 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,149,980 | 70,802 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,254,599 | 76,669 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,126,759 | 75,837 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,981,876 | 77,071 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,175,833 | 71,786 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,820,625 | 75,576 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,802,981 | 75,915 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,512,230 | 118,334 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||