NEVILLE RODIE & SHAW INC

Position in BAC — Bank Of America Corp /De/

CIK 71210 NEW YORK, NY

Position in BAC

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$10,182,781

+$1,416,654 QoQ

Shares Held

178,708

-0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#715

of 3,594 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Financial Services · as of Jun 30, 2026

NEVILLE RODIE & SHAW INC holds $60,713,931 across 5 Banks - Diversified names. BAC ranks #2 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	128,730	$42,137,190
2	BAC	Bank Of America Corp /De/ This page	178,708	$10,182,781
3	BNY	Bank of New York Mellon Corp	37,725	$5,455,412
4	WFC	Wells Fargo & Company/Mn	29,602	$2,446,309
5	C	Citigroup Inc	3,517	$492,239

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,182,781	178,708	-0.6%	Shares	Sole	2026-07-06
2026-03-31	$8,766,127	179,818	+54.5%	Shares	Sole	2026-04-01
2025-12-31	$6,399,690	116,358	+116.2%	Shares	Sole	2026-01-06
2025-09-30	$2,776,470	53,818	-2.4%	Shares	Sole	2025-10-01
2025-06-30	$2,608,183	55,118	-7.0%	Shares	Sole	2025-07-02
2025-03-31	$2,472,419	59,248	+0.0%	Shares	Sole	2025-04-01
2024-12-31	$2,603,290	59,233	+13.0%	Shares	Sole	2025-01-06
2024-09-30	$2,079,311	52,402	-2.1%	Shares	Sole	2024-10-01
2024-06-30	$2,128,410	53,518	+1.0%	Shares	Sole	2024-07-01
2024-03-31	$2,008,812	52,975	-0.8%	Shares	Sole	2024-04-09
2023-12-31	$1,798,853	53,426	-18.7%	Shares	Sole	2024-01-02
2023-09-30	$1,799,577	65,726	-1.6%	Shares	Sole	2023-10-10
2023-06-30	$1,917,237	66,826	-2.8%	Shares	Sole	2023-07-06
2023-03-31	$1,965,563	68,726	-0.5%	Shares	Sole	2023-04-04
2022-12-31	$2,287,797	69,076	-1.5%	Shares	Sole	2023-01-03
2022-09-30	$2,118,258	70,141	-1.7%	Shares	Sole	2022-10-04
2022-06-30	$2,221,561	71,364	+0.6%	Shares	Sole	2022-07-06
2022-03-31	$2,923,899	70,934	-12.1%	Shares	Sole	2022-04-05
2021-12-31	$3,591,855	80,734	-1.9%	Shares	Sole	2022-01-05
2021-09-30	$3,495,078	82,334	+1.1%	Shares	Sole	2021-10-06
2021-06-30	$3,357,853	81,442	+0.9%	Shares	Sole	2021-07-06
2021-03-31	$3,121,663	80,684	+7.2%	Shares	Sole	2021-04-08
2020-12-31	$2,281,100	75,259	+3.2%	Shares	Sole	2021-03-04
2020-09-30	$1,756,980	72,934	+2.8%	Shares	Sole	2020-10-01
2020-06-30	$1,684,682	70,934	-6.1%	Shares	Sole	2020-07-15
2020-03-31	$1,603,586	75,534	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.