Position in BAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$41,652
+$5,334 QoQ
Shares Held
731
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,470
of 3,594 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Mascoma Wealth Management LLC holds $1,453,092 across 7 Banks - Diversified names. BAC ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,278 | $1,072,987 | |
| 2 | RY |
Royal Bank Of Canada
|
1,083 | $224,148 | |
| 3 | C |
Citigroup Inc
|
518 | $72,499 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
731 | $41,652 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
417 | $34,460 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
38 | $5,495 | |
| 7 | ING |
Ing Groep NV
|
59 | $1,851 |
All Filings in BAC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,652 | 731 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $36,318 | 745 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $40,040 | 728 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $33,378 | 647 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $30,616 | 647 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $26,999 | 647 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $39,115 | 890 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $20,990 | 529 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $21,038 | 529 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $35,227 | 929 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $31,279 | 929 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $28,995 | 1,059 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $26,653 | 929 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $28,113 | 983 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $35,040 | 1,058 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $39,320 | 1,302 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $60,703 | 1,950 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $106,801 | 2,591 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $74,787 | 1,681 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $36,294 | 855 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $35,943 | 929 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||