GRIMES & Co WEALTH MANAGEMENT, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1321993
WESTBOROUGH, MA
Position in BAC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$16,159,869
+$2,556,767 QoQ
Shares Held
283,606
+1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#552
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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $61,333,681 across 7 Banks - Diversified names. BAC ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
93,017 | $30,447,254 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
283,606 | $16,159,869 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
39,994 | $5,783,531 | |
| 4 | TD |
Toronto Dominion Bank
|
29,985 | $3,641,077 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
36,958 | $3,054,209 | |
| 6 | C |
Citigroup Inc
|
13,391 | $1,874,203 | |
| 7 | SAN |
Banco Santander, S.A.
|
27,068 | $373,538 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,159,869 | 283,606 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $13,603,102 | 279,038 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $15,302,925 | 278,235 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $14,453,609 | 280,163 | Shares | Other | 2025-10-27 | |
| 2025-06-30 | $13,499,590 | 285,283 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $11,408,355 | 273,385 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $12,257,874 | 278,905 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $11,049,014 | 278,453 | Shares | Other | 2024-10-22 | |
| 2024-06-30 | $11,168,051 | 280,816 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $12,023,217 | 317,068 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $10,443,221 | 310,164 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $8,169,917 | 298,390 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $8,395,956 | 292,644 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $7,984,805 | 279,189 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $8,387,573 | 253,248 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $7,007,275 | 232,029 | Shares | Other | 2022-10-28 | |
| 2022-06-30 | $6,948,278 | 223,202 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $9,013,535 | 218,669 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $8,789,443 | 197,560 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $8,407,264 | 198,051 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $7,927,167 | 192,267 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $7,348,275 | 189,927 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $5,341,439 | 176,227 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,058,176 | 168,459 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,736,563 | 157,329 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $3,264,876 | 153,786 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||