Canopy Partners, LLC

Position in BAC — Bank Of America Corp /De/

CIK 1960860 CINCINNATI, OH

Position in BAC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,906,892

+$222,287 QoQ

Shares Held

33,466

-3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#1,499

of 3,589 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Financial Services · as of Jun 30, 2026

Canopy Partners, LLC holds $10,376,456 across 12 Banks - Diversified names. BAC ranks #2 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,168	$4,637,611
2	BAC	Bank Of America Corp /De/ This page	33,466	$1,906,892
3	RY	Royal Bank Of Canada	2,885	$597,108
4	WFC	Wells Fargo & Company/Mn	6,036	$498,815
5	ING	Ing Groep NV	15,497	$486,295
6	HSBC	Hsbc Holdings PLC	4,837	$459,950
7	BCS	Barclays PLC	13,901	$373,380
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	14,626	$344,881

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,906,892	33,466	-3.2%	Shares	Sole	2026-07-22
2026-03-31	$1,684,605	34,556	-1.9%	Shares	Sole	2026-05-11
2025-12-31	$1,937,485	35,227	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$1,812,924	35,141	+2.7%	Shares	Sole	2025-10-30
2025-06-30	$1,619,479	34,224	-1.4%	Shares	Sole	2025-07-23
2025-03-31	$1,448,782	34,718	+4.4%	Shares	Sole	2025-05-07
2024-12-31	$1,460,854	33,239	+5.9%	Shares	Sole	2025-02-13
2024-09-30	$1,244,920	31,374	+0.1%	Shares	Sole	2024-11-12
2024-06-30	$1,246,073	31,332	+0.6%	Shares	Sole	2024-08-09
2024-03-31	$1,181,056	31,146	+8.4%	Shares	Sole	2024-05-15
2023-12-31	$967,608	28,738	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.