Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,686,261
+$952,725 QoQ
Shares Held
117,344
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#861
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Essex Financial Services, Inc. holds $34,774,812 across 6 Banks - Diversified names. BAC ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,447 | $20,768,106 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
117,344 | $6,686,261 | |
| 3 | C |
Citigroup Inc
|
17,534 | $2,454,058 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
14,455 | $2,090,337 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
20,566 | $1,699,574 | |
| 6 | TD |
Toronto Dominion Bank
|
8,865 | $1,076,476 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,686,261 | 117,344 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $5,733,536 | 117,611 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $6,539,005 | 118,891 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $6,038,196 | 117,042 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $6,037,085 | 127,580 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $4,907,406 | 117,599 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $5,761,537 | 131,093 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $4,855,006 | 122,354 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $5,301,539 | 133,305 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $4,259,288 | 112,323 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,519,558 | 104,531 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,913,122 | 106,396 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,274,590 | 114,137 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,377,402 | 118,091 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,867,190 | 116,763 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,543,607 | 117,338 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,625,150 | 116,452 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,058,724 | 122,725 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $5,487,708 | 123,347 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,323,527 | 125,407 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,870,912 | 118,140 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,570,836 | 118,140 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,657,507 | 120,670 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,831,803 | 117,551 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,847,482 | 119,894 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,516,689 | 118,544 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||