Hartford Financial Management Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1352526 WEST HARTFORD, CT

Position in BAC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,379,312

+$559,271 QoQ

Shares Held

59,307

+2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#1,172

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Hartford Financial Management Inc. holds $13,481,636 across 7 Banks - Diversified names. BAC ranks #2 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	28,642	$9,375,385
2	BAC	Bank Of America Corp /De/ This page	59,307	$3,379,312
3	WFC	Wells Fargo & Company/Mn	6,400	$528,896
4	C	Citigroup Inc	721	$100,911
5	BNY	Bank of New York Mellon Corp	280	$40,490
6	ING	Ing Groep NV	1,124	$35,271
7	TD	Toronto Dominion Bank	176	$21,371

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,379,312	59,307	+2.5%	Shares	Sole	2026-07-24
2026-03-31	$2,820,041	57,847	+4.2%	Shares	Sole	2026-04-16
2025-12-31	$3,054,150	55,530	+3.1%	Shares	Sole	2026-01-21
2025-09-30	$2,779,875	53,884	+15.7%	Shares	Sole	2025-10-28
2025-06-30	$2,204,638	46,590	-6.4%	Shares	Sole	2025-07-31
2025-03-31	$2,076,317	49,756	+3.7%	Shares	Sole	2025-04-21
2024-12-31	$2,109,204	47,991	-5.5%	Shares	Sole	2025-01-23
2024-09-30	$2,015,466	50,793	+0.0%	Shares	Sole	2024-10-28
2024-06-30	$2,019,122	50,770	-3.4%	Shares	Sole	2024-08-09
2024-03-31	$1,993,719	52,577	-3.4%	Shares	Sole	2024-04-24
2023-12-31	$1,832,422	54,423	+0.8%	Shares	Sole	2024-01-29
2023-09-30	$1,477,589	53,966	-4.1%	Shares	Sole	2023-10-24
2023-06-30	$1,613,783	56,249	+9.6%	Shares	Sole	2023-07-27
2023-03-31	$1,468,238	51,337	+0.1%	Shares	Sole	2023-04-25
2022-12-31	$1,699,387	51,310	-4.5%	Shares	Sole	2023-02-01
2022-09-30	$1,622,011	53,709	+7.0%	Shares	Sole	2022-10-25
2022-06-30	$1,562,041	50,178	-1.2%	Shares	Sole	2022-07-21
2022-03-31	$2,094,429	50,811	-0.6%	Shares	Sole	2022-05-05
2021-12-31	$2,274,951	51,134	-1.5%	Shares	Sole	2022-01-27
2021-09-30	$2,204,386	51,929	-0.8%	Shares	Sole	2021-10-29
2021-06-30	$2,159,091	52,367	-5.1%	Shares	Sole	2021-07-27
2021-03-31	$2,134,682	55,174	-5.2%	Shares	Sole	2021-04-14
2020-12-31	$1,764,920	58,229	-0.4%	Shares	Sole	2021-02-03
2020-09-30	$1,408,229	58,457	-0.0%	Shares	Sole	2020-10-16
2020-06-30	$1,388,971	58,483	-6.1%	Shares	Sole	2020-07-23
2020-03-31	$1,322,883	62,312	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.