Position in BAC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$49,988,610
+$6,843,105 QoQ
Shares Held
877,301
-0.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#350
of 3,595 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $285,781,561 across 16 Banks - Diversified names. BAC ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
413,954 | $135,499,562 | |
| 2 | BAC |
Bank Of America Corp /De/
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|
877,301 | $49,988,610 | |
| 3 | C |
Citigroup Inc
|
332,112 | $46,482,395 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
175,651 | $14,515,798 | |
| 5 | RY |
Royal Bank Of Canada
|
57,530 | $11,906,984 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
60,577 | $8,760,039 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
32,000 | $5,654,400 | |
| 8 | TD |
Toronto Dominion Bank
|
29,507 | $3,583,035 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,988,610 | 877,301 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $43,145,505 | 885,036 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $49,458,585 | 899,247 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $46,421,094 | 899,808 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $43,620,333 | 921,816 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $39,228,870 | 940,064 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $41,754,477 | 950,045 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $39,072,499 | 984,690 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $38,509,211 | 968,298 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $37,004,421 | 975,855 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $33,154,512 | 984,690 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $26,799,105 | 978,784 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $21,604,057 | 753,017 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $18,988,197 | 663,923 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $20,374,066 | 615,159 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $18,689,209 | 618,848 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $19,552,877 | 628,104 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $23,232,333 | 563,618 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $25,089,290 | 563,931 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $34,263,814 | 807,157 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $34,462,301 | 835,855 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $36,657,343 | 947,463 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $17,342,563 | 572,173 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $13,613,788 | 565,122 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $12,947,146 | 545,143 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,661,766 | 549,306 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||