Baldwin Investment Management, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1346378 WEST CONSHOHOCKEN, PA

Position in BAC

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

Position Value

$482,905

-$417,751 QoQ

Shares Held

8,475

-54.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#2,521

of 3,589 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Financial Services · as of Jun 30, 2026

Baldwin Investment Management, LLC holds $21,305,534 across 4 Banks - Diversified names. BAC ranks #3 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	61,191	$20,029,650
2	HSBC	Hsbc Holdings PLC	6,104	$580,429
3	BAC	Bank Of America Corp /De/ This page	8,475	$482,905
4	WFC	Wells Fargo & Company/Mn	2,572	$212,550

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$482,905	8,475	-54.1%	Shares	Sole	2026-07-28
2026-03-31	$900,656	18,475	0.0%	Shares	Sole	2026-05-12
2025-12-31	$1,016,125	18,475	-5.2%	Shares	Sole	2026-02-13
2025-09-30	$1,005,747	19,495	+0.5%	Shares	Sole	2025-11-10
2025-06-30	$918,008	19,400	-2.5%	Shares	Sole	2025-08-11
2025-03-31	$830,427	19,900	-0.1%	Shares	Sole	2025-05-07
2024-12-31	$875,484	19,920	-7.4%	Shares	Sole	2025-02-14
2024-09-30	$853,913	21,520	0.0%	Shares	Sole	2024-11-13
2024-06-30	$855,850	21,520	0.0%	Shares	Sole	2024-07-30
2024-03-31	$816,038	21,520	+4.0%	Shares	Sole	2024-05-14
2023-12-31	$696,969	20,700	-9.6%	Shares	Sole	2024-02-13
2023-09-30	$627,002	22,900	-5.0%	Shares	Sole	2023-11-14
2023-06-30	$691,429	24,100	-39.2%	Shares	Sole	2023-08-01
2023-03-31	$1,134,276	39,660	-31.4%	Shares	Sole	2023-05-15
2022-12-31	$1,914,004	57,790	-12.4%	Shares	Sole	2023-02-10
2022-09-30	$1,993,049	65,995	-2.4%	Shares	Sole	2022-11-14
2022-06-30	$2,105,477	67,635	-1.6%	Shares	Sole	2022-08-02
2022-03-31	$2,833,256	68,735	+1.2%	Shares	Sole	2022-05-16
2021-12-31	$3,020,648	67,895	-0.6%	Shares	Sole	2022-02-11
2021-09-30	$2,898,273	68,275	-1.1%	Shares	Sole	2021-11-15
2021-06-30	$2,845,076	69,005	-2.2%	Shares	Sole	2021-08-16
2021-03-31	$2,731,088	70,589	+20.4%	Shares	Sole	2021-05-14
2020-12-31	$1,776,590	58,614	+16.4%	Shares	Sole	2021-02-16
2020-09-30	$1,213,533	50,375	+113.9%	Shares	Sole	2020-11-13
2020-06-30	$559,312	23,550	+5.8%	Shares	Sole	2020-07-27
2020-03-31	$472,367	22,250	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.