Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,257,091
+$88,253 QoQ
Shares Held
39,612
-11.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,397
of 3,594 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026American Trust holds $13,326,522 across 6 Banks - Diversified names. BAC ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
30,269 | $9,907,951 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
39,612 | $2,257,091 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,203 | $347,335 | |
| 4 | C |
Citigroup Inc
|
2,331 | $326,246 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,831 | $264,780 | |
| 6 | UBS |
UBS Group AG
|
4,502 | $223,119 |
All Filings in BAC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,257,091 | 39,612 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,168,838 | 44,489 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,190,200 | 21,640 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $571,617 | 11,080 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $375,673 | 7,939 | Shares | Sole | 2025-09-03 | |
| 2025-03-31 | $201,973 | 4,840 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $382,101 | 8,694 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $378,309 | 9,534 | Shares | Sole | 2024-11-29 | |
| 2024-06-30 | $418,738 | 10,529 | Shares | Sole | 2024-09-12 | |
| 2024-03-31 | $381,437 | 10,059 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $244,477 | 7,261 | Shares | Sole | 2024-02-21 | |
| 2023-06-30 | $510,079 | 17,779 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $532,217 | 18,609 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $598,444 | 18,069 | Shares | Defined | 2023-02-16 | |
| 2022-09-30 | $577,695 | 19,129 | Shares | Defined | 2022-12-02 | |
| 2022-06-30 | $615,719 | 19,779 | Shares | Defined | 2022-10-03 | |
| 2022-03-31 | $744,391 | 18,059 | Shares | Defined | 2022-06-08 | |
| 2021-12-31 | $879,967 | 19,779 | Shares | Defined | 2022-03-17 | |
| No filing history on record for this holder in this stock. | ||||||