MCDONALD PARTNERS LLC

Position in BAC — Bank Of America Corp /De/

CIK 1331074 Cleveland, OH

Position in BAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$584,842

-$3,571,778 QoQ

Shares Held

10,264

-88.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,372

of 3,594 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MCDONALD PARTNERS LLC holds $13,565,739 across 4 Banks - Diversified names. BAC ranks #3 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	28,608	$9,364,256
2	C	Citigroup Inc	25,305	$3,541,687
3	BAC	Bank Of America Corp /De/ This page	10,264	$584,842
4	WFC	Wells Fargo & Company/Mn	907	$74,954

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$584,842	10,264	-88.0%	Shares	Sole	2026-07-28
2026-03-31	$4,156,620	85,264	+747.2%	Shares	Sole	2026-05-15
2025-12-31	$553,520	10,064	-26.5%	Shares	Sole	2026-02-02
2025-09-30	$706,576	13,696	-72.3%	Shares	Sole	2025-11-12
2025-06-30	$2,341,914	49,491	+2.0%	Shares	Sole	2025-08-12
2025-03-31	$2,024,197	48,507	-2.4%	Shares	Sole	2025-05-15
2024-12-31	$2,184,358	49,701	-4.1%	Shares	Sole	2025-01-31
2024-09-30	$2,057,130	51,843	-6.8%	Shares	Sole	2024-10-15
2024-06-30	$2,211,410	55,605	+0.6%	Shares	Sole	2024-07-17
2024-03-31	$2,095,117	55,251	-2.8%	Shares	Sole	2024-04-15
2023-12-31	$1,914,307	56,855	+6.6%	Shares	Sole	2024-02-12
2023-09-30	$1,460,859	53,355	-12.4%	Shares	Sole	2023-10-30
2023-06-30	$1,746,876	60,888	+22.2%	Shares	Sole	2023-07-17
2023-03-31	$1,424,566	49,810	+6.3%	Shares	Sole	2023-04-19
2022-12-31	$1,552,102	46,863	+77.5%	Shares	Sole	2023-01-18
2022-09-30	$797,431	26,405	-5.7%	Shares	Sole	2022-10-21
2022-06-30	$871,235	27,987	+20.6%	Shares	Sole	2022-07-25
2022-03-31	$956,551	23,206	+25.8%	Shares	Sole	2022-04-29
2021-09-30	$782,990	18,445	-1.4%	Shares	Sole	2021-11-24
2021-06-30	$771,660	18,716	-0.6%	Shares	Sole	2021-11-24
2021-03-31	$728,300	18,824	+1.3%	Shares	Sole	2021-11-24
2020-12-31	$563,462	18,590	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.