SEARLE & CO.

Position in BAC — Bank Of America Corp /De/

CIK 710127 GREENWICH, CT

Position in BAC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$10,773,379

+$1,588,977 QoQ

Shares Held

189,073

+0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.51%

of 13F equity value

Holder Rank

#697

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SEARLE & CO. holds $17,085,048 across 4 Banks - Diversified names. BAC ranks #1 (63.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	189,073	$10,773,379
2	JPM	Jpmorgan Chase & Co	16,692	$5,463,792
3	WFC	Wells Fargo & Company/Mn	5,887	$486,501
4	C	Citigroup Inc	2,582	$361,376

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,773,379	189,073	+0.4%	Shares	Sole	2026-07-27
2026-03-31	$9,184,402	188,398	+2.2%	Shares	Sole	2026-05-08
2025-12-31	$10,136,665	184,303	-0.4%	Shares	Sole	2026-02-13
2025-09-30	$9,548,174	185,078	+0.1%	Shares	Sole	2025-11-04
2025-06-30	$8,752,070	184,955	0.0%	Shares	Sole	2025-08-07
2025-03-31	$7,718,172	184,955	0.0%	Shares	Sole	2025-05-15
2024-12-31	$8,128,772	184,955	0.0%	Shares	Sole	2025-02-14
2024-09-30	$7,339,014	184,955	-21.8%	Shares	Sole	2024-10-22
2024-06-30	$9,409,900	236,608	-3.6%	Shares	Sole	2024-07-30
2024-03-31	$9,305,985	245,411	0.0%	Shares	Sole	2024-05-09
2023-12-31	$8,262,988	245,411	+22.1%	Shares	Sole	2024-02-06
2023-09-30	$5,505,022	201,060	0.0%	Shares	Sole	2023-11-06
2023-06-30	$5,768,411	201,060	0.0%	Shares	Sole	2023-08-11
2023-03-31	$5,750,316	201,060	0.0%	Shares	Sole	2023-06-01
2022-12-31	$6,659,107	201,060	0.0%	Shares	Sole	2023-02-06
2022-09-30	$6,072,012	201,060	0.0%	Shares	Sole	2022-10-27
2022-06-30	$6,258,997	201,060	0.0%	Shares	Sole	2022-08-03
2022-03-31	$8,287,693	201,060	0.0%	Shares	Sole	2022-05-10
2021-12-31	$8,945,159	201,060	0.0%	Shares	Sole	2022-01-19
2021-09-30	$8,534,997	201,060	0.0%	Shares	Sole	2021-10-08
2021-06-30	$8,289,703	201,060	0.0%	Shares	Sole	2021-07-29
2021-03-31	$7,779,011	201,060	0.0%	Shares	Sole	2021-05-12
2020-12-31	$6,094,128	201,060	0.0%	Shares	Sole	2021-02-04
2020-09-30	$4,843,535	201,060	-0.6%	Shares	Sole	2020-10-30
2020-06-30	$4,803,675	202,260	0.0%	Shares	Sole	2020-08-03
2020-03-31	$4,293,979	202,260	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.