Position in BAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$678,403
+$93,257 QoQ
Shares Held
11,906
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,244
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Essex Bank holds $12,360,205 across 6 Banks - Diversified names. BAC ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,346 | $8,951,165 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
16,076 | $1,328,519 | |
| 3 | C |
Citigroup Inc
|
4,904 | $686,363 | |
| 4 | BAC |
Bank Of America Corp /De/
This page
|
11,906 | $678,403 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,182 | $460,148 | |
| 6 | RY |
Royal Bank Of Canada
|
1,235 | $255,607 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,403 | 11,906 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $585,146 | 12,003 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $692,615 | 12,593 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $611,599 | 11,855 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $592,729 | 12,526 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $381,954 | 9,153 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $455,277 | 10,359 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $400,648 | 10,097 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $481,932 | 12,118 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $665,419 | 17,548 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $590,840 | 17,548 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $397,502 | 14,518 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $418,930 | 14,602 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $481,995 | 16,853 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $598,014 | 18,056 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $517,657 | 17,141 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $543,467 | 17,458 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $713,600 | 17,312 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $791,520 | 17,791 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $837,028 | 19,718 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $840,143 | 20,377 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $761,805 | 19,690 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $569,766 | 18,798 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $460,022 | 19,096 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $503,903 | 21,217 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $480,986 | 22,656 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||