EASTERLY INVESTMENT PARTNERS LLC

Position in BAC — Bank Of America Corp /De/

CIK 1766150 BEVERLY, MA

Position in BAC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$21,201,631

+$7,150,565 QoQ

Shares Held

372,089

+29.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#484

of 3,594 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EASTERLY INVESTMENT PARTNERS LLC holds $81,485,523 across 4 Banks - Diversified names. BAC ranks #3 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	93,158	$30,493,408
2	C	Citigroup Inc	173,880	$24,336,244
3	BAC	Bank Of America Corp /De/ This page	372,089	$21,201,631
4	WFC	Wells Fargo & Company/Mn	66,000	$5,454,240

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,201,631	372,089	+29.1%	Shares	Sole	2026-07-23
2026-03-31	$14,051,066	288,227	-52.8%	Shares	Sole	2026-05-11
2025-12-31	$33,551,540	610,028	+7.3%	Shares	Other	2026-02-10
2025-09-30	$29,325,148	568,427	-9.0%	Shares	Other	2025-11-12
2025-06-30	$29,570,172	624,898	-0.9%	Shares	Other	2025-07-29
2025-03-31	$26,311,182	630,510	-0.4%	Shares	Sole	2025-05-02
2024-12-31	$27,817,800	632,942	-8.4%	Shares	Sole	2025-02-12
2024-09-30	$27,414,792	690,897	+10.6%	Shares	Sole	2024-11-01
2024-06-30	$24,853,028	624,919	+3.4%	Shares	Other	2024-07-25
2024-03-31	$22,923,170	604,514	+69.3%	Shares	Other	2024-05-03
2023-12-31	$12,024,028	357,114	-18.3%	Shares	Sole	2024-02-14
2023-09-30	$11,970,262	437,190	+2.3%	Shares	Sole	2023-11-13
2023-06-30	$12,259,380	427,305	+2.6%	Shares	Sole	2023-11-13
2023-03-31	$11,916,933	416,676	+2.2%	Shares	Sole	2023-11-13
2022-12-31	$13,507,627	407,839	-4.5%	Shares	Sole	2023-11-13
2022-09-30	$12,903,312	427,262	-0.9%	Shares	Sole	2022-11-09
2022-06-30	$13,427,209	431,327	+8.8%	Shares	Sole	2022-08-10
2022-03-31	$16,337,629	396,352	-9.2%	Shares	Sole	2022-05-13
2021-12-31	$19,425,579	436,628	+244.4%	Shares	Sole	2022-08-02
2021-09-30	$5,381,471	126,772	-15.5%	Shares	Other	2021-11-01
2021-06-30	$6,184,500	150,000	-6.8%	Shares	Other	2021-07-27
2021-03-31	$6,228,935	160,996	-6.8%	Shares	Other	2021-05-11
2020-12-31	$5,234,021	172,683	+1619.3%	Shares	Other	2021-02-16
2020-06-30	$238,545	10,044	-83.8%	Shares	Other	2020-08-14
2020-03-31	$1,318,425	62,102	—	Shares	Other	2020-05-13
No filing history on record for this holder in this stock.