Position in BAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,219,702
+$1,733,285 QoQ
Shares Held
214,456
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#651
of 3,594 holders
Holding Since
Dec 2025
3 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, 2026McMillan Office, Inc. holds $31,114,684 across 6 Banks - Diversified names. BAC ranks #2 (39.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
50,309 | $16,467,644 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
214,456 | $12,219,702 | |
| 3 | C |
Citigroup Inc
|
10,504 | $1,470,139 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,900 | $563,979 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,978 | $328,741 | |
| 6 | TD |
Toronto Dominion Bank
|
531 | $64,479 |
All Filings in BAC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,219,702 | 214,456 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,486,417 | 215,106 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $11,940,830 | 217,106 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||