Birch Hill Investment Advisors LLC

Position in BAC — Bank Of America Corp /De/

CIK 1424177 Boston, MA

Back to BAC Full portfolio

Position in BAC

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

Position Value

$10,166,656

+$1,249,745 QoQ

Shares Held

178,425

-2.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#716

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in BAC Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Birch Hill Investment Advisors LLC holds $41,682,731 across 4 Banks - Diversified names. BAC ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	94,380	$30,893,405
2	BAC	Bank Of America Corp /De/ This page	178,425	$10,166,656
3	WFC	Wells Fargo & Company/Mn	5,079	$419,728
4	C	Citigroup Inc	1,450	$202,942

All Filings in BAC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,166,656	178,425	-2.5%	Shares	Sole	2026-07-21
2026-03-31	$8,916,911	182,911	-7.6%	Shares	Sole	2026-04-29
2025-12-31	$10,890,000	198,000	-2.5%	Shares	Sole	2026-01-27
2025-09-30	$10,480,044	203,141	-6.1%	Shares	Sole	2025-10-23
2025-06-30	$10,235,978	216,314	-2.7%	Shares	Sole	2025-07-30
2025-03-31	$9,281,795	222,425	-18.4%	Shares	Sole	2025-04-18
2024-12-31	$11,985,956	272,718	-22.4%	Shares	Sole	2025-01-28
2024-09-30	$13,953,035	351,639	-6.5%	Shares	Sole	2024-10-10
2024-06-30	$14,954,792	376,032	-12.7%	Shares	Sole	2024-07-30
2024-03-31	$16,326,342	430,547	-60.3%	Shares	Sole	2024-05-13
2023-12-31	$36,477,808	1,083,392	-7.1%	Shares	Sole	2024-01-29
2023-09-30	$31,933,403	1,166,304	-1.8%	Shares	Sole	2023-10-19
2023-06-30	$34,070,981	1,187,556	-1.7%	Shares	Sole	2023-07-20
2023-03-31	$34,542,136	1,207,767	-3.9%	Shares	Sole	2023-04-14
2022-12-31	$41,608,689	1,256,301	+0.8%	Shares	Sole	2023-01-31
2022-09-30	$37,634,877	1,246,188	+0.1%	Shares	Sole	2022-10-19
2022-06-30	$38,761,675	1,245,155	-0.2%	Shares	Sole	2022-07-13
2022-03-31	$51,421,579	1,247,491	-4.9%	Shares	Sole	2022-04-08
2021-12-31	$58,363,361	1,311,831	-2.0%	Shares	Sole	2022-02-02
2021-09-30	$56,809,094	1,338,259	-0.4%	Shares	Sole	2021-10-25
2021-06-30	$55,399,761	1,343,676	-1.0%	Shares	Sole	2021-07-22
2021-03-31	$52,503,219	1,357,023	-1.1%	Shares	Sole	2021-04-26
2020-12-31	$41,605,445	1,372,664	+0.3%	Shares	Sole	2021-01-27
2020-09-30	$32,960,395	1,368,219	+1.3%	Shares	Sole	2020-10-22
2020-06-30	$32,081,761	1,350,811	+2.6%	Shares	Sole	2020-08-10
2020-03-31	$27,945,324	1,316,313	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.