BERKSHIRE ASSET MANAGEMENT LLC/PA

Position in BAC — Bank Of America Corp /De/

CIK 949012 WILKES BARRE, PA

Back to BAC Full portfolio

Position in BAC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$66,981,300

+$9,776,003 QoQ

Shares Held

1,175,523

+0.2% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

4.83%

of 13F equity value

Holder Rank

#295

of 3,594 holders

Holding Since

Mar 2020

26 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, 2026

BERKSHIRE ASSET MANAGEMENT LLC/PA holds $97,928,056 across 4 Banks - Diversified names. BAC ranks #1 (68.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/ This page	1,175,523	$66,981,300
2	WFC	Wells Fargo & Company/Mn	235,933	$19,497,503
3	C	Citigroup Inc	77,271	$10,814,849
4	BNY	Bank of New York Mellon Corp	4,387	$634,404

All Filings in BAC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$66,981,300	1,175,523	+0.2%	Shares	Sole	2026-08-05
2026-03-31	$57,205,297	1,173,442	+0.2%	Shares	Sole	2026-05-11
2025-12-31	$64,411,875	1,171,125	-1.5%	Shares	Sole	2026-02-17
2025-09-30	$61,354,129	1,189,264	-0.6%	Shares	Sole	2025-11-07
2025-06-30	$56,603,284	1,196,181	-1.0%	Shares	Sole	2025-08-13
2025-03-31	$50,424,028	1,208,340	-0.3%	Shares	Sole	2025-05-14
2024-12-31	$53,292,803	1,212,578	-26.0%	Shares	Sole	2025-02-07
2024-09-30	$65,015,878	1,638,505	0.0%	Shares	Sole	2024-11-14
2024-06-30	$65,163,343	1,638,505	+5.3%	Shares	Sole	2024-08-13
2024-03-31	$59,030,253	1,556,705	-0.3%	Shares	Sole	2024-05-14
2023-12-31	$52,555,940	1,560,913	-1.1%	Shares	Sole	2024-02-09
2023-09-30	$43,212,156	1,578,238	-0.5%	Shares	Sole	2023-11-14
2023-06-30	$45,507,647	1,586,185	+1.3%	Shares	Sole	2023-08-14
2023-03-31	$44,766,550	1,565,264	+0.6%	Shares	Sole	2023-06-06
2022-12-31	$51,532,534	1,555,934	+1.9%	Shares	Sole	2023-02-15
2022-09-30	$46,090,454	1,526,174	+0.4%	Shares	Sole	2022-11-14
2022-06-30	$47,308,198	1,519,698	+4.1%	Shares	Sole	2022-08-12
2022-03-31	$60,161,002	1,459,510	+3.3%	Shares	Sole	2022-05-16
2021-12-31	$62,874,691	1,413,232	-0.3%	Shares	Sole	2022-02-14
2021-09-30	$60,180,261	1,417,674	+1.3%	Shares	Sole	2021-11-15
2021-06-30	$57,709,507	1,399,697	+13.5%	Shares	Sole	2021-08-16
2021-03-31	$47,719,704	1,233,386	-8.3%	Shares	Sole	2021-05-17
2020-12-31	$40,765,737	1,344,960	+9.2%	Shares	Sole	2021-02-16
2020-09-30	$29,675,844	1,231,874	+78.4%	Shares	Sole	2020-11-16
2020-06-30	$16,397,071	690,403	+207.4%	Shares	Sole	2020-08-12
2020-03-31	$4,768,873	224,629	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.