Convergence Investment Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1456133 PALM BEACH GARDENS, FL

Position in BAC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$9,180,446

+$3,795,960 QoQ

Shares Held

161,117

+45.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#756

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $26,358,739 across 5 Banks - Diversified names. BAC ranks #1 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	161,117	$9,180,446
2	BNY	Bank of New York Mellon Corp	59,706	$8,634,084
3	C	Citigroup Inc	38,127	$5,336,254
4	JPM	Jpmorgan Chase & Co	8,406	$2,751,535
5	WFC	Wells Fargo & Company/Mn	5,523	$456,420

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,180,446	161,117	+45.9%	Shares	Sole	2026-07-31
2026-03-31	$5,384,486	110,451	+26.1%	Shares	Sole	2026-05-07
2025-12-31	$4,818,275	87,605	+2.0%	Shares	Sole	2026-02-05
2025-09-30	$4,430,394	85,877	+8.6%	Shares	Sole	2025-11-04
2025-06-30	$3,742,207	79,083	-5.4%	Shares	Sole	2025-08-01
2025-03-31	$3,490,005	83,633	-12.1%	Shares	Sole	2025-05-06
2024-12-31	$4,181,754	95,148	+9.0%	Shares	Sole	2025-01-31
2024-09-30	$3,464,698	87,316	+4.9%	Shares	Sole	2024-10-29
2024-06-30	$3,311,250	83,260	+25.8%	Shares	Sole	2024-08-01
2024-03-31	$2,510,569	66,207	+6.9%	Shares	Sole	2024-05-03
2023-12-31	$2,085,755	61,947	-4.4%	Shares	Sole	2024-02-05
2023-09-30	$1,773,429	64,771	+0.3%	Shares	Sole	2023-11-02
2023-06-30	$1,852,283	64,562	+232.2%	Shares	Sole	2023-07-26
2023-03-31	$555,841	19,435	-18.1%	Shares	Sole	2023-05-09
2022-12-31	$786,268	23,740	+11.6%	Shares	Sole	2023-02-03
2022-09-30	$642,354	21,270	-11.0%	Shares	Sole	2022-11-08
2022-06-30	$743,820	23,894	-55.7%	Shares	Sole	2022-08-05
2022-03-31	$2,223,241	53,936	-7.3%	Shares	Sole	2022-04-26
2021-12-31	$2,588,383	58,179	+7.4%	Shares	Sole	2022-01-25
2021-09-30	$2,300,492	54,193	-35.4%	Shares	Sole	2021-10-25
2021-06-30	$3,456,475	83,834	-11.6%	Shares	Sole	2021-07-19
2021-03-31	$3,668,547	94,819	-4.5%	Shares	Sole	2021-04-30
2020-12-31	$3,008,297	99,251	-28.5%	Shares	Sole	2021-02-05
2020-09-30	$3,346,173	138,903	+11.9%	Shares	Sole	2020-10-28
2020-06-30	$2,948,111	124,131	+27.4%	Shares	Sole	2020-07-30
2020-03-31	$2,068,417	97,429	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.