JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Position in BAC — Bank Of America Corp /De/
CIK 2006637
MILTON, GA
Position in BAC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$15,387,449
+$2,319,329 QoQ
Shares Held
270,050
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#568
of 3,594 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $36,626,112 across 5 Banks - Diversified names. BAC ranks #2 (42.0% of the industry book) .
All Filings in BAC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,387,449 | 270,050 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $13,068,120 | 268,064 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,673,505 | 266,791 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $13,773,601 | 266,982 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $12,592,656 | 266,117 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $10,988,093 | 263,314 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $11,478,289 | 261,167 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $10,339,774 | 260,579 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $10,080,143 | 253,461 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $9,755,488 | 257,265 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $8,608,038 | 255,659 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $7,030,691 | 256,782 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||