MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in BAC — Bank Of America Corp /De/
CIK 912938
Boston, MA
Position in BAC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$479,373,714
-$84,327,721 QoQ
Shares Held
9,833,307
-4.1% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 45.88455338575314.ToString("F0")%
Shared 35.19548408282178.ToString("F0")%
None 18.91996253142508.ToString("F0")%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $12,005,528,112 across 15 Banks - Diversified names. BAC ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,662,099 | $4,313,003,038 | |
| 2 | UBS |
UBS Group AG
|
65,542,061 | $2,560,728,320 | |
| 3 | C |
Citigroup Inc
|
13,354,702 | $1,514,556,749 | |
| 4 | TD |
Toronto Dominion Bank
|
14,219,093 | $1,326,783,563 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
15,105,182 | $1,202,523,536 | |
| 6 | BAC |
Bank Of America Corp /De/
This page
|
9,833,307 | $479,373,714 | |
| 7 | RY |
Royal Bank Of Canada
|
2,157,232 | $348,996,990 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
1,351,314 | $182,886,835 |
All Filings in BAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $479,373,714 | 9,833,307 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $563,701,435 | 10,249,117 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $591,040,988 | 11,456,503 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $610,226,319 | 12,895,738 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $597,680,843 | 14,322,570 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $652,030,857 | 14,835,742 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $629,577,757 | 15,866,375 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $693,092,745 | 17,427,527 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $677,353,960 | 17,862,710 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $625,944,219 | 18,590,562 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $509,169,454 | 18,596,401 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $554,167,831 | 19,315,714 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $554,868,195 | 19,400,986 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $591,336,929 | 17,854,376 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $560,263,722 | 18,551,779 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $580,297,843 | 18,641,113 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $749,767,148 | 18,189,402 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $836,366,082 | 18,798,968 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $807,289,476 | 19,017,420 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,040,297,421 | 25,231,565 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $984,222,640 | 25,438,683 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $787,118,022 | 25,968,922 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $581,079,200 | 24,121,179 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $500,041,498 | 21,054,379 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $270,725,616 | 12,752,031 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||