Position in BAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,589,566
+$898,589 QoQ
Shares Held
115,647
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#865
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Derivatives in BAC
reported options exposure · as of Sep 30, 2021CallValue
$2,000
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MEANS INVESTMENT CO., INC. holds $29,171,386 across 6 Banks - Diversified names. BAC ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,922 | $20,923,588 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
115,647 | $6,589,566 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,029 | $580,876 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,886 | $417,344 | |
| 5 | TD |
Toronto Dominion Bank
|
3,114 | $378,133 | |
| 6 | C |
Citigroup Inc
|
2,014 | $281,879 |
All Filings in BAC
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,589,566 | 115,647 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,690,977 | 116,738 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,524,595 | 118,629 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,155,306 | 119,312 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,816,006 | 122,908 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,247,046 | 125,738 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $6,290,255 | 143,123 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,712,689 | 143,969 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5,709,540 | 143,564 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,809,344 | 153,200 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $5,570,869 | 165,455 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,753,414 | 173,609 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $5,209,587 | 181,582 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,165,646 | 180,617 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,961,136 | 179,986 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $5,454,331 | 180,607 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $5,625,471 | 180,709 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $7,429,204 | 180,233 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $7,941,465 | 178,500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,553,765 | 177,945 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $2,000 | 1,000 | Call | Sole | 2021-11-12 | |
| 2021-06-30 | $7,408,247 | 179,681 | Shares | Sole | 2021-08-10 | |
| 2021-06-30 | $2,000 | 1,000 | Call | Sole | 2021-08-10 | |
| 2021-03-31 | $6,958,822 | 179,861 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $5,466,650 | 180,358 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,460,432 | 185,157 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,447,567 | 187,266 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,153,989 | 195,666 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||