Beaumont Financial Advisors, LLC
Position in BAC — Bank Of America Corp /De/
CIK 1957394
NEEDHAM, MA
Position in BAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,095,836
+$602,996 QoQ
Shares Held
71,882
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,087
of 3,594 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Beaumont Financial Advisors, LLC holds $10,266,162 across 4 Banks - Diversified names. BAC ranks #2 (39.9% of the industry book) .
All Filings in BAC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,095,836 | 71,882 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,492,840 | 71,648 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,023,800 | 73,160 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $4,240,078 | 82,188 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,952,544 | 83,528 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,448,400 | 82,636 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,731,574 | 84,905 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,372,760 | 84,999 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,400,136 | 85,495 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,175,837 | 83,751 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,754,206 | 81,800 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,304,793 | 84,178 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,426,026 | 84,560 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,414,412 | 84,420 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,843,087 | 85,842 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||