Mayflower Financial Advisors, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1852930
BOSTON, MA
Position in BAC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,855,096
+$445,823 QoQ
Shares Held
50,107
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,248
of 3,589 holders
Holding Since
Dec 2020
23 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, 2026Mayflower Financial Advisors, LLC holds $12,136,721 across 8 Banks - Diversified names. BAC ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,246 | $6,299,793 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
50,107 | $2,855,096 | |
| 3 | C |
Citigroup Inc
|
9,225 | $1,291,131 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,602 | $710,869 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
3,141 | $298,677 | |
| 6 | TD |
Toronto Dominion Bank
|
1,933 | $234,724 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,437 | $227,481 | |
| 8 | SAN |
Banco Santander, S.A.
|
15,866 | $218,950 |
All Filings in BAC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,855,096 | 50,107 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,409,273 | 49,421 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,861,925 | 52,035 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,884,293 | 55,908 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,553,055 | 53,953 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,347,688 | 56,259 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,470,825 | 56,219 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,222,595 | 56,013 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,657,943 | 295,473 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,703,379 | 298,386 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,552,577 | 298,710 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,327,294 | 299,299 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,471,740 | 302,555 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $8,999,562 | 314,670 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,954,836 | 311,493 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,684,000 | 307,484 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,608,000 | 303,616 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,056,000 | 303,884 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,180,000 | 303,481 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,719,267 | 40,501 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,772,024 | 42,979 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,696,904 | 43,859 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,083,097 | 35,734 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||