Lorne Steinberg Wealth Management Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1851362 MONTREAL, QUEBEC, Z4

Position in BAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$207,464

-$12,041 QoQ

Shares Held

3,641

-8.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#3,253

of 3,594 holders

Holding Since

Mar 2021

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Lorne Steinberg Wealth Management Inc. holds $105,558,601 across 8 Banks - Diversified names. BAC ranks #8 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	132,522	$27,428,078
2	TD	Toronto Dominion Bank	162,268	$19,704,203
3	BMO	Bank Of Montreal /Can/	101,991	$18,021,809
4	CM	Canadian Imperial Bank Of Commerce /Can/	146,592	$16,858,080
5	JPM	Jpmorgan Chase & Co	39,408	$12,899,420
6	BNS	Bank Of Nova Scotia	116,512	$10,117,902
7	ING	Ing Groep NV	10,250	$321,645
8	BAC	Bank Of America Corp /De/ This page	3,641	$207,464

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,464	3,641	-8.8%	Shares	Sole	2026-07-28
2025-12-31	$219,505	3,991	-42.8%	Shares	Sole	2026-01-27
2022-12-31	$231,078	6,977	0.0%	Shares	Sole	2023-02-13
2022-09-30	$210,705	6,977	-2.6%	Shares	Sole	2022-11-09
2022-06-30	$222,953	7,162	0.0%	Shares	Sole	2022-08-10
2022-03-31	$295,217	7,162	-16.2%	Shares	Sole	2022-05-10
2021-12-31	$380,256	8,547	+24.4%	Shares	Sole	2022-02-14
2021-09-30	$291,758	6,873	-5.5%	Shares	Sole	2021-11-09
2021-06-30	$299,865	7,273	+16.5%	Shares	Sole	2021-07-20
2021-03-31	$241,619	6,245	—	Shares	Sole	2021-05-03
No filing history on record for this holder in this stock.