Bollard Group LLC

Position in BAC — Bank Of America Corp /De/

CIK 1556218 BOSTON, MA

Back to BAC Full portfolio

Position in BAC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$11,184,490

+$1,778,422 QoQ

Shares Held

196,288

+1.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#684

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 46% None 54%

Common Shares in BAC Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Bollard Group LLC holds $60,602,298 across 5 Banks - Diversified names. BAC ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	149,952	$49,083,788
2	BAC	Bank Of America Corp /De/ This page	196,288	$11,184,490
3	C	Citigroup Inc	1,028	$143,878
4	BNY	Bank of New York Mellon Corp	763	$110,337
5	BNS	Bank Of Nova Scotia	919	$79,805

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	$11,184,490	196,288	+1.7%	Shares	Defined	2026-08-12
2026-03-31	$9,406,068	192,945	+11.3%	Shares	Defined	2026-05-14
2025-12-31	$9,530,400	173,280	-15.2%	Shares	Defined	2026-02-13
2025-09-30	$10,547,162	204,442	+5.0%	Shares	Defined	2025-11-14
2025-06-30	$9,212,825	194,692	+9.9%	Shares	Defined	2025-08-13
2025-03-31	$7,392,177	177,143	+0.5%	Shares	Defined	2025-05-15
2024-12-31	$7,746,407	176,255	-19.5%	Shares	Defined	2025-02-14
2024-09-30	$8,687,301	218,934	-2.1%	Shares	Defined	2024-11-13
2024-06-30	$8,894,401	223,646	+0.9%	Shares	Defined	2024-08-14
2024-03-31	$8,405,840	221,673	+0.2%	Shares	Defined	2024-05-13
2023-12-31	$7,449,554	221,252	-12.5%	Shares	Defined	2024-02-13
2023-09-30	$6,925,387	252,936	-11.7%	Shares	Defined	2023-11-14
2023-06-30	$8,213,860	286,297	+0.7%	Shares	Defined	2023-08-14
2023-03-31	$8,132,753	284,362	+0.7%	Shares	Defined	2023-05-12
2022-12-31	$9,354,677	282,448	-0.4%	Shares	Defined	2023-02-10
2022-09-30	$8,564,085	283,579	+0.6%	Shares	Defined	2022-11-09
2022-06-30	$8,772,589	281,805	+0.5%	Shares	Defined	2022-08-12
2022-03-31	$11,562,663	280,511	+1.5%	Shares	Defined	2022-05-12
2021-12-31	$12,294,589	276,345	+0.3%	Shares	Defined	2022-02-11
2021-09-30	$11,699,602	275,609	+9.1%	Shares	Defined	2021-11-12
2021-06-30	$10,410,987	252,510	+9.8%	Shares	Defined	2021-08-12
2021-03-31	$8,897,036	229,957	+0.4%	Shares	Defined	2021-05-11
2020-12-31	$6,939,322	228,945	-8.7%	Shares	Defined	2021-02-04
2020-09-30	$6,038,086	250,647	-0.1%	Shares	Defined	2020-11-12
2020-06-30	$5,958,305	250,876	-4.4%	Shares	Defined	2020-08-13
2020-03-31	$5,571,197	262,421	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.