Position in BAC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$658,456
+$95,105 QoQ
Shares Held
11,556
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,271
of 3,594 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HAZLETT, BURT & WATSON, INC. holds $4,535,416 across 6 Banks - Diversified names. BAC ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,516 | $3,442,159 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
11,556 | $658,456 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,678 | $303,947 | |
| 4 | C |
Citigroup Inc
|
565 | $79,077 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
298 | $43,093 | |
| 6 | BNS |
Bank Of Nova Scotia
|
100 | $8,684 |
All Filings in BAC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,456 | 11,556 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $563,351 | 11,556 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $635,580 | 11,556 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $596,068 | 11,554 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $552,462 | 11,777 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $491,241 | 11,772 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $525,815 | 11,964 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $494,569 | 12,464 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $475,805 | 11,964 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $457,465 | 12,064 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $380,168 | 11,391 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $318,126 | 11,619 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $333,347 | 11,619 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $350,889 | 12,269 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $389,796 | 12,069 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $356,931 | 11,819 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $361,696 | 11,619 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $478,851 | 11,617 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||