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Allen Mooney & Barnes Investment Advisors’s Bank of America BAC Stock Holding History

Allen Mooney & Barnes Investment Advisors’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 		$796K Sell
13,968
-652
-4% -$34.7K 0.12% 76
2026
Q1 		$713K Sell
14,620
-136
-0.9% -$7.02K 0.1% 84
2025
Q4 		$812K Buy
14,756
+1,190
+9% +$62.9K 0.12% 82
2025
Q3 		$700K Sell
13,566
-2,853
-17% -$139K 0.11% 84
2025
Q2 		$777K Buy
16,419
+727
+5% +$30.6K 0.13% 78
2025
Q1 		$655K Sell
15,692
-966
-6% -$43K 0.11% 88
2024
Q4 		$732K Sell
16,658
-185
-1% -$8.14K 0.12% 85
2024
Q3 		$668K Sell
16,843
-134
-0.8% -$5.37K 0.11% 87
2024
Q2 		$675K Sell
16,977
-2,112
-11% -$80.9K 0.12% 86
2024
Q1 		$694K Sell
19,089
-1,464
-7% -$50.3K 0.13% 84
2023
Q4 		$692K Buy
20,553
+1,292
+7% +$37.6K 0.13% 83
2023
Q3 		$527K Buy
19,261
+2,924
+18% +$86.5K 0.11% 86
2023
Q2 		$469K Sell
16,337
-28
-0.2% -$799 0.1% 91
2023
Q1 		$468K Sell
16,365
-337
-2% -$11.1K 0.11% 86
2022
Q4 		$553K Sell
16,702
-11,395
-41% -$392K 0.13% 79
2022
Q3 		$849K Buy
28,097
+98
+0.4% +$3.28K 0.23% 66
2022
Q2 		$872K Sell
27,999
-59
-0.2% -$2.12K 0.22% 70
2022
Q1 		$1.16M Buy
+28,058
New +$1.27M 0.26% 67

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's BAC Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its Bank of America (BAC) stake by 4.5% in Q2 2026, selling an estimated $34.7K and leaving 13,968 shares worth $796K. The position accounts for 0.12% of the portfolio, ranked #76.

Allen Mooney & Barnes Investment Advisors first reported a position in BAC in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.16M in Q1 2022. 1,630 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 13,968 shares of Bank of America worth $796K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 652 Bank of America shares in Q2 2026, an estimated $34.7K.
  • Bank of America made up 0.12% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Bank of America in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Bank of America position peaked at $1.16M in Q1 2022.
  • 1,630 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.