Position in BAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$406,381
+$60,744 QoQ
Shares Held
7,132
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,680
of 3,594 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FIRST AMERICAN TRUST, FSB holds $50,952,381 across 5 Banks - Diversified names. BAC ranks #5 (0.8% of the industry book) .
All Filings in BAC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,381 | 7,132 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $345,637 | 7,090 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $344,025 | 6,255 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $431,446 | 8,363 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $435,675 | 9,207 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $289,313 | 6,933 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $478,702 | 10,892 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $478,778 | 12,066 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $522,537 | 13,139 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $470,511 | 12,408 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||