Position in BAC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$16,737,532
-$1,756,608 QoQ
Shares Held
293,744
-22.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#545
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $164,873,904 across 13 Banks - Diversified names. BAC ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
423,411 | $138,595,122 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
293,744 | $16,737,532 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
74,086 | $6,122,466 | |
| 4 | TD |
Toronto Dominion Bank
|
12,599 | $1,529,895 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,960 | $1,151,094 | |
| 6 | C |
Citigroup Inc
|
2,401 | $336,043 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
1,588 | $151,002 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
762 | $134,645 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,737,532 | 293,744 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $18,494,140 | 379,367 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $21,849,850 | 397,270 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,468,951 | 396,762 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $18,996,897 | 401,456 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $17,169,557 | 411,444 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,926,842 | 271,373 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,074,552 | 253,895 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $10,276,925 | 258,409 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,703,120 | 255,884 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $8,654,232 | 257,031 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,382,441 | 269,629 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $7,911,439 | 275,756 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $8,658,936 | 302,760 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $10,612,211 | 320,417 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $9,761,093 | 323,215 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $10,109,747 | 324,759 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,576,548 | 329,368 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $14,589,116 | 327,919 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $13,731,810 | 323,482 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $13,074,981 | 317,123 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $12,227,355 | 316,034 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $9,644,126 | 318,183 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $8,830,213 | 366,551 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $9,559,707 | 402,514 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $22,982,154 | 1,082,532 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||