Position in BAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,213,215
+$583,339 QoQ
Shares Held
73,942
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,075
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Choate Investment Advisors holds $65,689,889 across 14 Banks - Diversified names. BAC ranks #2 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
159,923 | $52,347,595 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
73,942 | $4,213,215 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
40,308 | $3,331,053 | |
| 4 | C |
Citigroup Inc
|
18,581 | $2,600,596 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
5,580 | $530,602 | |
| 6 | RY |
Royal Bank Of Canada
|
1,905 | $394,277 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
19,666 | $391,156 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
14,642 | $345,258 |
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,213,215 | 73,942 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,629,876 | 74,459 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,506,140 | 63,748 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,211,632 | 62,253 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,918,602 | 61,678 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,646,182 | 63,412 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,802,076 | 63,756 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,221,167 | 55,977 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,400,835 | 60,368 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,233,032 | 58,888 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,014,846 | 59,841 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,378,391 | 50,343 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,254,384 | 43,722 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,283,081 | 44,863 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,491,426 | 45,031 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,409,615 | 46,676 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,424,602 | 45,763 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,815,947 | 44,055 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,156,875 | 48,480 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,063,324 | 48,606 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,910,350 | 46,334 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,913,839 | 49,466 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,505,558 | 49,672 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $560,140 | 23,252 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $516,562 | 21,750 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $471,306 | 22,200 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||