Position in BAC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$770,141
+$90,713 QoQ
Shares Held
13,516
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,138
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SlateStone Wealth, LLC holds $4,945,015 across 6 Banks - Diversified names. BAC ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
18,732 | $2,621,730 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
13,516 | $770,141 | |
| 3 | TD |
Toronto Dominion Bank
|
5,544 | $673,207 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,422 | $350,245 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,893 | $321,717 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,177 | $207,975 |
All Filings in BAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,141 | 13,516 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $679,428 | 13,937 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $778,305 | 14,151 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $715,295 | 13,865 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $678,758 | 14,344 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $595,153 | 14,262 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $637,275 | 14,500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $532,704 | 13,425 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $449,560 | 11,304 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $470,511 | 12,408 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $400,774 | 11,903 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $520,384 | 19,006 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $552,425 | 19,255 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $578,892 | 20,241 | Shares | Sole | 2023-08-08 | |
| 2022-12-31 | $736,820 | 22,247 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $655,038 | 21,690 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $398,401 | 12,798 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,656,425 | 40,185 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,179,296 | 26,507 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,008,314 | 23,753 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $977,151 | 23,700 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $931,809 | 24,084 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,756,737 | 57,959 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,571,414 | 65,231 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,148,306 | 90,455 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,162,766 | 54,770 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||