LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in BAC — Bank Of America Corp /De/
CIK 932974
BOSTON, MA
Position in BAC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,151,677
+$826,205 QoQ
Shares Held
55,312
+16.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,200
of 3,589 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $23,430,525 across 8 Banks - Diversified names. BAC ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,463 | $16,190,723 | |
| 2 | BAC |
Bank Of America Corp /De/
This page
|
55,312 | $3,151,677 | |
| 3 | C |
Citigroup Inc
|
11,234 | $1,572,310 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
50,000 | $994,500 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
8,000 | $760,720 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,359 | $341,134 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
3,433 | $283,703 | |
| 8 | TD |
Toronto Dominion Bank
|
1,118 | $135,758 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,151,677 | 55,312 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,325,472 | 47,702 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,244,410 | 186,262 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $9,687,157 | 187,772 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $8,265,005 | 174,662 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,337,469 | 175,832 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,758,141 | 176,522 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,025,859 | 177,063 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,426,390 | 35,866 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,455,635 | 38,387 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,326,160 | 39,387 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,078,416 | 39,387 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,115,036 | 38,865 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,137,479 | 39,772 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,317,248 | 39,772 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $1,490,672 | 49,360 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,546,040 | 49,664 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,098,139 | 50,901 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,890,869 | 42,501 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,740,492 | 41,001 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,793,546 | 43,501 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,806,358 | 46,688 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,329,426 | 43,861 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,027,366 | 42,647 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,077,941 | 45,387 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $970,678 | 45,722 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||