BEESE FULMER INVESTMENT MANAGEMENT, INC.
Position in BAC — Bank Of America Corp /De/
CIK 911274
CANTON, OH
Position in BAC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$639,543
+$107,778 QoQ
Shares Held
11,224
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,295
of 3,594 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $33,876,050 across 4 Banks - Diversified names. BAC ranks #3 (1.9% of the industry book) .
All Filings in BAC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,543 | 11,224 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $531,765 | 10,908 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $628,265 | 11,423 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $510,947 | 9,904 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $474,998 | 10,038 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $360,255 | 8,633 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $307,693 | 7,001 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $277,799 | 7,001 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $278,429 | 7,001 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $280,645 | 7,401 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $249,191 | 7,401 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $202,639 | 7,401 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $212,334 | 7,401 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $211,668 | 7,401 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $283,739 | 8,567 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $258,723 | 8,567 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $269,803 | 8,667 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $353,131 | 8,567 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $425,635 | 9,567 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $380,649 | 8,967 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $328,479 | 7,967 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $308,243 | 7,967 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $241,479 | 7,967 | Shares | Sole | 2021-01-20 | |
| 2020-06-30 | $186,817 | 7,866 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||