Northwest & Ethical Investments L.P.
Position in BAC — Bank Of America Corp /De/
CIK 2033536
TORONTO, A6
Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,096,718
+$771,413 QoQ
Shares Held
598,398
-12.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#406
of 3,595 holders
Holding Since
Mar 2020
26 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, 2026Northwest & Ethical Investments L.P. holds $325,562,537 across 9 Banks - Diversified names. BAC ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
464,627 | $96,163,850 | |
| 2 | TD |
Toronto Dominion Bank
|
620,742 | $75,376,701 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
598,398 | $34,096,718 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
99,488 | $32,565,407 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
163,965 | $28,972,615 | |
| 6 | BNS |
Bank Of Nova Scotia
|
326,993 | $28,396,072 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
210,159 | $24,168,285 | |
| 8 | C |
Citigroup Inc
|
35,910 | $5,025,963 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,096,718 | 598,398 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $33,325,305 | 683,596 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $37,835,545 | 687,919 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $37,167,190 | 720,434 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,346,072 | 704,693 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $24,323,123 | 582,869 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $26,849,670 | 610,914 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $18,616,824 | 469,174 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,135,341 | 430,861 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $16,343,709 | 431,005 | Shares | Sole | 2025-07-09 | |
| 2023-12-31 | $7,741,877 | 229,934 | Shares | Sole | 2025-07-09 | |
| 2023-09-30 | $5,584,835 | 203,975 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $5,879,986 | 204,949 | Shares | Sole | 2025-07-09 | |
| 2023-03-31 | $5,708,045 | 199,582 | Shares | Sole | 2025-07-09 | |
| 2022-12-31 | $6,607,108 | 199,490 | Shares | Sole | 2025-07-09 | |
| 2022-09-30 | $5,918,898 | 195,990 | Shares | Sole | 2025-07-09 | |
| 2022-06-30 | $6,101,168 | 195,990 | Shares | Sole | 2025-07-09 | |
| 2022-03-31 | $7,934,437 | 192,490 | Shares | Sole | 2025-07-09 | |
| 2021-12-31 | $10,329,777 | 232,182 | Shares | Sole | 2025-07-09 | |
| 2021-09-30 | $11,893,004 | 280,165 | Shares | Sole | 2025-07-09 | |
| 2021-06-30 | $13,876,574 | 336,565 | Shares | Sole | 2025-07-09 | |
| 2021-03-31 | $15,239,139 | 393,878 | Shares | Sole | 2025-07-09 | |
| 2020-12-31 | $11,031,021 | 363,940 | Shares | Sole | 2025-07-08 | |
| 2020-09-30 | $8,818,505 | 366,065 | Shares | Sole | 2025-07-08 | |
| 2020-06-30 | $8,606,145 | 362,364 | Shares | Sole | 2025-07-08 | |
| 2020-03-31 | $6,339,851 | 298,627 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||