Boltwood Capital Management
Position in BAC — Bank Of America Corp /De/
CIK 1563690
WALNUT CREEK, CA
Position in BAC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$214,244
-$56,400 QoQ
Shares Held
3,760
-56.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,220
of 3,594 holders
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Boltwood Capital Management holds $8,924,431 across 6 Banks - Diversified names. BAC ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,944 | $5,546,279 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
17,160 | $1,418,102 | |
| 3 | C |
Citigroup Inc
|
5,834 | $816,526 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
4,400 | $777,480 | |
| 5 | BAC |
Bank Of America Corp /De/
This page
|
3,760 | $214,244 | |
| 6 | SAN |
Banco Santander, S.A.
|
11,000 | $151,800 |
All Filings in BAC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,244 | 3,760 | Shares | Sole | 2026-07-06 | |
| 2022-06-30 | $270,644 | 8,694 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $343,857 | 8,342 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $375,584 | 8,442 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $358,362 | 8,442 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $356,804 | 8,654 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $318,882 | 8,242 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $261,939 | 8,642 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $215,412 | 8,942 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $212,372 | 8,942 | Shares | Sole | 2020-07-02 | |
| No filing history on record for this holder in this stock. | ||||||