Perpetual Ltd

Position in BAC — Bank Of America Corp /De/

CIK 1647273 SYDNEY, NEW SOUTH WALES, C3

Position in BAC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,713,156

+$978,663 QoQ

Shares Held

82,716

+8.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,020

of 3,595 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Perpetual Ltd holds $17,754,249 across 5 Banks - Diversified names. BAC ranks #2 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,652	$6,760,018
2	BAC	Bank Of America Corp /De/ This page	82,716	$4,713,156
3	WFC	Wells Fargo & Company/Mn	36,649	$3,028,672
4	C	Citigroup Inc	19,472	$2,725,300
5	BNY	Bank of New York Mellon Corp	3,645	$527,103

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,713,156	82,716	+8.0%	Shares	Sole	2026-07-15
2026-03-31	$3,734,493	76,605	+36.0%	Shares	Sole	2026-04-14
2025-12-31	$3,098,810	56,342	-50.4%	Shares	Sole	2026-01-20
2025-09-30	$5,863,255	113,651	-86.2%	Shares	Sole	2025-10-10
2025-06-30	$38,895,383	821,965	+49.7%	Shares	Sole	2025-07-11
2025-03-31	$22,910,395	549,015	+238.4%	Shares	Sole	2025-04-24
2024-12-31	$7,129,349	162,215	+180.5%	Shares	Sole	2025-01-17
2024-09-30	$2,294,852	57,834	-28.6%	Shares	Sole	2024-10-09
2024-06-30	$3,221,886	81,013	-6.5%	Shares	Sole	2024-07-30
2024-03-31	$3,286,753	86,676	+30.0%	Shares	Sole	2024-04-16
2023-12-31	$2,244,273	66,655	-9.5%	Shares	Sole	2024-02-15
2023-09-30	$2,017,276	73,677	+123.8%	Shares	Sole	2023-10-10
2023-06-30	$944,302	32,914	+11.2%	Shares	Sole	2023-07-13
2023-03-31	$846,560	29,600	-90.1%	Shares	Sole	2023-05-08
2020-09-30	$7,212,040	299,379	-53.4%	Shares	Sole	2020-12-08
2020-06-30	$15,268,875	642,900	+139.2%	Shares	Sole	2020-12-08
2020-03-31	$5,706,050	268,773	—	Shares	Sole	2020-12-08
No filing history on record for this holder in this stock.