Acorn Financial Advisory Services’s Bank of America BAC Stock Holding History

Acorn Financial Advisory Services’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$655K	Sell	11,495 -371	-3%	-$19.7K	0.09%	108
2026 Q1	$578K	Sell	11,866 -274	-2%	-$14.1K	0.08%	112
2025 Q4	$668K	Buy	12,140 +919	+8%	+$48.6K	0.1%	99
2025 Q3	$579K	Sell	11,221 -1,279	-10%	-$62.4K	0.09%	106
2025 Q2	$592K	Sell	12,500 -1,035	-8%	-$43.5K	0.1%	102
2025 Q1	$565K	Sell	13,535 -2,066	-13%	-$92.1K	0.1%	97
2024 Q4	$686K	Sell	15,601 -420	-3%	-$18.5K	0.11%	90
2024 Q3	$636K	Sell	16,021 -43	-0.3%	-$1.72K	0.11%	85
2024 Q2	$639K	Buy	16,064 +385	+2%	+$14.8K	0.12%	89
2024 Q1	$595K	Sell	15,679 -990	-6%	-$34K	0.11%	95
2023 Q4	$561K	Sell	16,669 -190	-1%	-$5.53K	0.1%	125
2023 Q3	$461K	Sell	16,859 -335	-2%	-$9.91K	0.08%	141
2023 Q2	$493K	Buy	17,194 +2,063	+14%	+$58.9K	0.09%	133
2023 Q1	$433K	Buy	15,131 +1,341	+10%	+$44.3K	0.08%	139
2022 Q4	$457K	Sell	13,790 -479	-3%	-$16.5K	0.1%	121
2022 Q3	$432K	Sell	14,269 -867	-6%	-$29K	0.1%	132
2022 Q2	$471K	Buy	15,136 +153	+1%	+$5.51K	0.11%	120
2022 Q1	$618K	Sell	14,983 -437	-3%	-$19.7K	0.12%	112
2021 Q4	$686K	Sell	15,420 -2,841	-16%	-$129K	0.14%	103
2021 Q3	$775K	Buy	18,261 +230	+1%	+$9.27K	0.24%	93
2021 Q2	$744K	Sell	18,031 -15,085	-46%	-$618K	0.22%	107
2021 Q1	$1.28M	Sell	33,116 -35	-0.1%	-$1.21K	0.47%	62
2020 Q4	$1M	Sell	33,151 -89	-0.3%	-$2.38K	0.39%	78
2020 Q3	$801K	Buy	33,240 +2,850	+9%	+$71K	0.42%	68
2020 Q2	$723K	Sell	30,390 -125	-0.4%	-$2.95K	0.5%	62
2020 Q1	$648K	Buy	30,515 +202	+0.7%	+$6.06K	0.64%	47
2019 Q4	$1.07M	Buy	+30,313	New	+$980K	0.9%	32

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Acorn Financial Advisory Services's BAC Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Bank of America (BAC) stake by 3.1% in Q2 2026, selling an estimated $19.7K and leaving 11,495 shares worth $655K. The position accounts for 0.09% of the portfolio, ranked #108.

Acorn Financial Advisory Services first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.28M in Q1 2021. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Acorn Financial Advisory Services held 11,495 shares of Bank of America worth $655K as of Q2 2026.
Acorn Financial Advisory Services sold 371 Bank of America shares in Q2 2026, an estimated $19.7K.
Bank of America made up 0.09% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #108 holding.
Acorn Financial Advisory Services first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
Acorn Financial Advisory Services's Bank of America position peaked at $1.28M in Q1 2021.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.