Legacy Private Trust Co.

Bank

Position in BAC — Bank Of America Corp /De/

CIK 1352547 NEENAH, WI

Position in BAC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$5,875,777

+$711,788 QoQ

Shares Held

103,120

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#918

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

Legacy Private Trust Co. holds $42,223,753 across 4 Banks - Diversified names. BAC ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	75,310	$24,651,222
2	WFC	Wells Fargo & Company/Mn	139,088	$11,494,232
3	BAC	Bank Of America Corp /De/ This page	103,120	$5,875,777
4	C	Citigroup Inc	1,447	$202,522

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,875,777	103,120	-2.7%	Shares	Sole	2026-07-21
2026-03-31	$5,163,989	105,928	-3.6%	Shares	Sole	2026-04-07
2025-12-31	$6,043,180	109,876	+0.1%	Shares	Sole	2026-01-08
2025-09-30	$5,664,891	109,806	+0.3%	Shares	Sole	2025-10-08
2025-06-30	$5,180,262	109,473	-14.6%	Shares	Sole	2025-07-08
2025-03-31	$5,348,367	128,166	+6.5%	Shares	Sole	2025-04-04
2024-12-31	$5,289,250	120,347	-3.0%	Shares	Sole	2025-01-08
2024-09-30	$4,924,486	124,105	+3.9%	Shares	Sole	2024-10-07
2024-06-30	$4,752,196	119,492	-0.4%	Shares	Sole	2024-07-12
2024-03-31	$4,550,930	120,014	+2.8%	Shares	Sole	2024-04-10
2023-12-31	$3,929,187	116,697	-1.0%	Shares	Sole	2024-01-10
2023-09-30	$3,227,335	117,872	-9.5%	Shares	Sole	2023-10-11
2023-06-30	$3,736,240	130,228	-13.9%	Shares	Sole	2023-07-07
2023-03-31	$4,325,864	151,254	-0.4%	Shares	Sole	2023-04-12
2022-12-31	$5,031,060	151,904	-4.8%	Shares	Sole	2023-01-19
2022-09-30	$4,819,406	159,583	-5.6%	Shares	Sole	2022-10-06
2022-06-30	$5,264,705	169,120	+44.6%	Shares	Sole	2022-07-07
2022-03-31	$4,819,318	116,917	+7.4%	Shares	Sole	2022-04-11
2021-12-31	$4,844,338	108,886	+4.7%	Shares	Sole	2022-01-12
2021-09-30	$4,415,097	104,007	+11.9%	Shares	Sole	2021-10-12
2021-06-30	$3,830,555	92,907	+0.3%	Shares	Sole	2021-07-09
2021-03-31	$3,584,938	92,658	+2.2%	Shares	Sole	2021-04-09
2020-12-31	$2,747,843	90,658	-14.1%	Shares	Sole	2021-01-12
2020-09-30	$2,543,325	105,576	-16.3%	Shares	Sole	2020-10-14
2020-06-30	$2,994,970	126,104	-2.6%	Shares	Sole	2020-07-09
2020-03-31	$2,747,246	129,404	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.