Beaton Management Co. Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1714678 HAVERHILL, MA

Position in BAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,616,519

+$658,263 QoQ

Shares Held

81,020

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.06%

of 13F equity value

Holder Rank

#1,030

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Beaton Management Co. Inc. holds $21,952,742 across 6 Banks - Diversified names. BAC ranks #3 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TD	Toronto Dominion Bank	70,456	$8,555,472
2	JPM	Jpmorgan Chase & Co	21,704	$7,104,370
3	BAC	Bank Of America Corp /De/ This page	81,020	$4,616,519
4	WFC	Wells Fargo & Company/Mn	9,850	$814,004
5	C	Citigroup Inc	3,966	$555,081
6	BNY	Bank of New York Mellon Corp	2,125	$307,296

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,616,519	81,020	-0.2%	Shares	Sole	2026-08-07
2026-03-31	$3,958,256	81,195	0.0%	Shares	Sole	2026-05-12
2025-12-31	$4,465,725	81,195	-0.4%	Shares	Sole	2026-02-10
2025-09-30	$4,203,965	81,488	0.0%	Shares	Sole	2025-11-12
2025-06-30	$3,856,012	81,488	-1.1%	Shares	Sole	2025-08-12
2025-03-31	$3,439,636	82,426	-0.1%	Shares	Sole	2025-04-25
2024-12-31	$3,627,017	82,526	-0.3%	Shares	Sole	2025-01-31
2024-09-30	$3,283,877	82,759	0.0%	Shares	Sole	2024-11-06
2024-06-30	$3,291,325	82,759	0.0%	Shares	Sole	2024-08-13
2024-03-31	$3,138,221	82,759	-0.5%	Shares	Sole	2024-05-10
2023-12-31	$2,801,647	83,209	-2.0%	Shares	Sole	2024-02-09
2023-09-30	$2,324,808	84,909	0.0%	Shares	Sole	2023-11-03
2023-06-30	$2,436,039	84,909	-0.6%	Shares	Sole	2023-07-21
2023-03-31	$2,444,127	85,459	+1.5%	Shares	Sole	2023-05-12
2022-12-31	$2,787,346	84,159	-1.8%	Shares	Sole	2023-02-14
2022-09-30	$2,586,901	85,659	+1.2%	Shares	Sole	2022-11-14
2022-06-30	$2,636,212	84,684	-2.4%	Shares	Sole	2022-08-12
2022-03-31	$3,577,236	86,784	+1.5%	Shares	Sole	2022-05-13
2021-12-31	$3,803,983	85,502	+0.5%	Shares	Sole	2022-02-03
2021-09-30	$3,612,579	85,102	+1.2%	Shares	Sole	2021-11-08
2021-06-30	$3,467,525	84,102	-0.2%	Shares	Sole	2021-08-12
2021-03-31	$3,260,677	84,277	0.0%	Shares	Sole	2021-05-14
2020-12-31	$2,554,435	84,277	0.0%	Shares	Sole	2021-02-17
2020-09-30	$2,030,232	84,277	-0.2%	Shares	Sole	2020-11-13
2020-06-30	$2,005,901	84,459	0.0%	Shares	Sole	2020-08-14
2020-03-31	$1,793,064	84,459	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.