Rockefeller Capital Management L.P.

Position in BAC — Bank Of America Corp /De/

CIK 1739439 NEW YORK, NY

Back to BAC Full portfolio

Position in BAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$90,660,477

+$245,806 QoQ

Shares Held

1,591,093

-14.2% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#258

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in BAC Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Rockefeller Capital Management L.P. holds $1,217,044,513 across 19 Banks - Diversified names. BAC ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,459,728	$805,142,762
2	C	Citigroup Inc	762,371	$106,701,443
3	BAC	Bank Of America Corp /De/ This page	1,591,093	$90,660,477
4	RY	Royal Bank Of Canada	410,231	$84,905,507
5	WFC	Wells Fargo & Company/Mn	753,595	$62,277,089
6	BNY	Bank of New York Mellon Corp	147,719	$21,361,642
7	UBS	UBS Group AG	151,317	$7,499,269
8	ING	Ing Groep NV	218,947	$6,870,555

All Filings in BAC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$90,660,477	1,591,093	-14.2%	Shares	Defined	2026-08-13
2026-03-31	$90,414,671	1,854,660	-0.8%	Shares	Defined	2026-05-14
2025-12-31	$102,854,675	1,870,085	+15.9%	Shares	Defined	2026-03-17
2025-09-30	$83,251,814	1,613,720	+26.5%	Shares	Defined	2025-11-14
2025-06-30	$60,360,728	1,275,586	-33.4%	Shares	Defined	2025-08-08
2025-03-31	$79,985,100	1,916,729	+58.1%	Shares	Defined	2025-05-14
2024-12-31	$53,272,804	1,212,123	-20.8%	Shares	Defined	2025-02-13
2024-09-30	$60,703,613	1,529,829	-12.0%	Shares	Defined	2024-11-14
2024-06-30	$69,169,892	1,739,248	-4.6%	Shares	Defined	2024-08-12
2024-03-31	$69,104,497	1,822,376	+6.6%	Shares	Defined	2024-05-14
2023-12-31	$57,541,524	1,708,985	+22.1%	Shares	Defined	2024-02-14
2023-09-30	$38,334,709	1,400,099	+2.0%	Shares	Defined	2023-11-14
2023-06-30	$39,367,642	1,372,173	+1.1%	Shares	Defined	2023-08-14
2023-03-31	$38,798,530	1,356,592	+67.4%	Shares	Defined	2023-05-16
2022-12-31	$26,841,374	810,428	+4.8%	Shares	Defined	2023-03-06
2022-09-30	$23,354,172	773,317	+2.6%	Shares	Defined	2022-11-02
2022-06-30	$23,473,545	754,049	-7.6%	Shares	Defined	2022-08-12
2022-03-31	$33,621,422	815,658	+4.4%	Shares	Defined	2022-05-13
2021-12-31	$34,746,511	780,996	+9.4%	Shares	Defined	2022-02-14
2021-09-30	$30,293,720	713,633	+1.7%	Shares	Defined	2021-11-12
2021-06-30	$28,942,263	701,971	+11.4%	Shares	Defined	2021-08-10
2021-03-31	$24,380,579	630,152	+3.6%	Shares	Defined	2021-05-11
2020-12-31	$18,431,146	608,088	+30.3%	Shares	Defined	2021-02-12
2020-09-30	$11,243,381	466,724	-0.4%	Shares	Defined	2020-11-13
2020-06-30	$11,129,725	468,620	+1.3%	Shares	Defined	2020-08-12
2020-03-31	$9,824,776	462,778	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.