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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$247K Sell
4,331
-192
-4% -$10.2K 0.04% 170
2026
Q1
$220K Sell
4,523
-239
-5% -$12.3K 0.04% 175
2025
Q4
$262K Buy
4,762
+799
+20% +$42.2K 0.06% 147
2025
Q3
$205K Buy
+3,963
New +$193K 0.05% 155

Other funds holding BAC

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

Allegiance Financial Group Advisory Services reduced its Bank of America (BAC) stake by 4.2% in Q2 2026, selling an estimated $10.2K and leaving 4,331 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #170.

Allegiance Financial Group Advisory Services first reported a position in BAC in Q3 2025 and has held it in 4 quarters since. The position peaked at $262K in Q4 2025. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Allegiance Financial Group Advisory Services held 4,331 shares of Bank of America worth $247K as of Q2 2026.
  • Allegiance Financial Group Advisory Services sold 192 Bank of America shares in Q2 2026, an estimated $10.2K.
  • Bank of America made up 0.04% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #170 holding.
  • Allegiance Financial Group Advisory Services first reported a position in Bank of America in Q3 2025 and has held it in 4 quarters since.
  • Allegiance Financial Group Advisory Services's Bank of America position peaked at $262K in Q4 2025.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.