DONALDSON CAPITAL MANAGEMENT, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1487438
EVANSVILLE, IN
Position in BAC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$705,070
+$481,440 QoQ
Shares Held
12,374
+204.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,207
of 3,594 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $175,305,019 across 9 Banks - Diversified names. BAC ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
300,144 | $98,246,135 | |
| 2 | C |
Citigroup Inc
|
494,972 | $69,276,281 | |
| 3 | TD |
Toronto Dominion Bank
|
22,810 | $2,769,818 | |
| 4 | RY |
Royal Bank Of Canada
|
10,498 | $2,172,771 | |
| 5 | BNS |
Bank Of Nova Scotia
|
8,700 | $755,508 | |
| 6 | BAC |
Bank Of America Corp /De/
This page
|
12,374 | $705,070 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,993 | $689,195 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
2,058 | $363,648 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,070 | 12,374 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $223,630 | 4,066 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $281,371 | 5,454 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $245,117 | 5,180 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $248,001 | 5,943 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $266,424 | 6,062 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $281,807 | 7,102 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $279,781 | 7,035 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $270,521 | 7,134 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $338,989 | 10,068 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $322,755 | 11,788 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $417,238 | 14,543 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $486,943 | 17,026 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $598,511 | 18,071 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $597,235 | 19,776 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $541,879 | 17,407 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $958,859 | 23,262 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $951,596 | 21,389 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $750,091 | 17,670 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $753,107 | 18,266 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $658,542 | 17,021 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $608,473 | 20,075 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $454,939 | 18,885 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $457,021 | 19,243 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $381,524 | 17,971 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||