Evelyn Partners Investment Management LLP
Position in BAC — Bank Of America Corp /De/
CIK 2065206
London, X0
Position in BAC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$33,732,952
-$1,611,258 QoQ
Shares Held
691,958
+7.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Evelyn Partners Investment Management LLP holds $131,110,308 across 11 Banks - Diversified names. BAC ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
286,422 | $84,253,895 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
691,958 | $33,732,952 | |
| 3 | RY |
Royal Bank Of Canada
|
32,604 | $5,274,675 | |
| 4 | TD |
Toronto Dominion Bank
|
34,014 | $3,173,846 | |
| 5 | C |
Citigroup Inc
|
23,813 | $2,700,632 | |
| 6 | UBS |
UBS Group AG
|
28,866 | $1,127,794 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
2,064 | $279,341 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,610 | $250,209 |
All Filings in BAC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,732,952 | 691,958 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,344,210 | 642,622 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $33,761,785 | 654,425 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,685,823 | 627,342 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $29,258,154 | 701,130 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $30,720,127 | 698,979 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||