Evelyn Partners Investment Management (Europe) Ltd
Position in BAC — Bank Of America Corp /De/
CIK 2065055
Dublin, L2
Position in BAC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,623,131
-$299,614 QoQ
Shares Held
33,295
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 87%
Shared 13%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Evelyn Partners Investment Management (Europe) Ltd holds $6,141,383 across 6 Banks - Diversified names. BAC ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,803 | $4,060,290 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
33,295 | $1,623,131 | |
| 3 | C |
Citigroup Inc
|
2,115 | $239,862 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,696 | $135,018 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
450 | $42,637 | |
| 6 | RY |
Royal Bank Of Canada
|
250 | $40,445 |
All Filings in BAC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,623,131 | 33,295 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,922,745 | 34,959 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,844,806 | 35,759 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,770,193 | 37,409 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $1,581,733 | 37,904 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $1,811,355 | 41,214 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||