Winthrop Advisory Group LLC

Position in BAC — Bank Of America Corp /De/

CIK 1739043 BOSTON, MA

Position in BAC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,940,909

+$375,839 QoQ

Shares Held

34,063

+6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#1,486

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Winthrop Advisory Group LLC holds $8,740,670 across 3 Banks - Diversified names. BAC ranks #2 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,412	$6,354,129
2	BAC	Bank Of America Corp /De/ This page	34,063	$1,940,909
3	C	Citigroup Inc	3,184	$445,632

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,940,909	34,063	+6.1%	Shares	Sole	2026-07-17
2026-03-31	$1,565,070	32,104	-1.0%	Shares	Sole	2026-04-13
2025-12-31	$1,783,925	32,435	+0.2%	Shares	Sole	2026-01-21
2025-09-30	$1,669,710	32,365	-2.3%	Shares	Sole	2025-10-24
2025-06-30	$1,567,711	33,130	+9.3%	Shares	Sole	2025-07-23
2025-03-31	$1,264,711	30,307	-7.8%	Shares	Sole	2025-04-08
2024-12-31	$1,444,372	32,864	+5.2%	Shares	Sole	2025-01-13
2024-09-30	$1,240,079	31,252	+13.3%	Shares	Sole	2024-10-31
2024-06-30	$1,096,936	27,582	-0.4%	Shares	Sole	2024-07-18
2024-03-31	$1,049,625	27,680	-4.6%	Shares	Sole	2024-04-17
2023-12-31	$977,036	29,018	+2.9%	Shares	Sole	2024-01-10
2023-09-30	$771,760	28,187	-1.5%	Shares	Sole	2023-11-03
2023-06-30	$820,648	28,604	-1.0%	Shares	Sole	2023-08-02
2023-03-31	$826,282	28,891	+3.6%	Shares	Sole	2023-08-01
2022-12-31	$923,385	27,880	+2.9%	Shares	Sole	2023-08-03
2022-09-30	$818,208	27,093	+0.2%	Shares	Sole	2022-11-04
2022-06-30	$841,630	27,036	+8.9%	Shares	Sole	2022-07-21
2022-03-31	$1,023,657	24,834	+0.1%	Shares	Sole	2022-04-13
2021-12-31	$1,103,618	24,806	-3.5%	Shares	Sole	2022-01-12
2021-09-30	$1,091,474	25,712	+1.7%	Shares	Sole	2021-10-14
2021-06-30	$1,042,418	25,283	+3.0%	Shares	Sole	2021-07-14
2021-03-31	$950,149	24,558	+7.9%	Shares	Sole	2021-04-23
2020-12-31	$689,794	22,758	+0.0%	Shares	Sole	2021-01-25
2020-09-30	$548,095	22,752	-13.4%	Shares	Sole	2020-10-20
2020-06-30	$623,627	26,258	+1.1%	Shares	Sole	2020-07-17
2020-03-31	$551,173	25,962	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.