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Arbor Investment Advisors’s Bank of America BAC Stock Holding History

Arbor 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 		$875K Buy
15,363
+7,278
+90% +$387K 0.1% 55
2026
Q1 		$394K Sell
8,085
-136
-2% -$7.02K 0.05% 74
2025
Q4 		$452K Sell
8,221
-7,256
-47% -$384K 0.06% 63
2025
Q3 		$798K Buy
15,477
+7,251
+88% +$354K 0.1% 51
2025
Q2 		$389K Buy
8,226
+5
+0.1% +$210 0.05% 71
2025
Q1 		$343K Sell
8,221
-729
-8% -$32.5K 0.05% 69
2024
Q4 		$393K Sell
8,950
-4,924
-35% -$217K 0.06% 63
2024
Q3 		$551K Buy
13,874
+4,991
+56% +$200K 0.07% 61
2024
Q2 		$353K Sell
8,883
-5,083
-36% -$195K 0.05% 64
2024
Q1 		$530K Hold
13,966
– – 0.08% 59
2023
Q4 		$470K Sell
13,966
-9,996
-42% -$291K 0.07% 60
2023
Q3 		$656K Sell
23,962
-298
-1% -$8.82K 0.11% 48
2023
Q2 		$696K Buy
24,260
+5
+0% +$143 0.12% 47
2023
Q1 		$694K Buy
24,255
+5
+0% +$165 0.13% 47
2022
Q4 		$803K Buy
24,250
+15,106
+165% +$520K 0.16% 44
2022
Q3 		$276K Sell
9,144
-10,189
-53% -$341K 0.07% 56
2022
Q2 		$602K Sell
19,333
-995
-5% -$35.8K 0.13% 47
2022
Q1 		$838K Buy
20,328
+1,008
+5% +$45.5K 0.16% 38
2021
Q4 		$860K Buy
19,320
+7
+0% +$319 0.16% 40
2021
Q3 		$820K Buy
19,313
+8
+0% +$322 0.17% 38
2021
Q2 		$796K Buy
19,305
+4
+0% +$164 0.17% 39
2021
Q1 		$747K Buy
19,301
+312
+2% +$10.8K 0.17% 42
2020
Q4 		$576K Sell
18,989
-1
-0% -$27 0.13% 45
2020
Q3 		$457K Buy
18,990
+3,421
+22% +$85.2K 0.12% 51
2020
Q2 		$370K Sell
15,569
-3,195
-17% -$75.5K 0.1% 58
2020
Q1 		$398K Buy
18,764
+13
+0.1% +$390 0.13% 45
2019
Q4 		$660K Sell
18,751
-9
-0% -$291 0.19% 39
2019
Q3 		$547K Buy
18,760
+9
+0% +$259 0.17% 43
2019
Q2 		$544K Buy
18,751
+8
+0% +$231 0.17% 38
2019
Q1 		$517K Buy
18,743
+5,008
+36% +$142K 0.16% 35
2018
Q4 		$338K Sell
13,735
-2,000
-13% -$54.3K 0.12% 38
2018
Q3 		$464K Buy
15,735
+95
+0.6% +$2.89K 0.17% 33
2018
Q2 		$441K Buy
15,640
+6
+0% +$179 0.17% 31
2018
Q1 		$469K Sell
15,634
-275
-2% -$8.64K 0.2% 29
2017
Q4 		$470K Buy
15,909
+531
+3% +$14.6K 0.21% 29
2017
Q3 		$390K Buy
15,378
+1,050
+7% +$25.5K 0.18% 31
2017
Q2 		$348K Buy
14,328
+46
+0.3% +$1.07K 0.17% 32
2017
Q1 		$337K Sell
14,282
-495
-3% -$11.7K 0.17% 32
2016
Q4 		$327K Buy
14,777
+136
+0.9% +$2.62K 0.18% 33
2016
Q3 		$229K Buy
14,641
+9
+0.1% +$134 0.13% 38
2016
Q2 		$194K Buy
14,632
+6
+0% +$84 0.11% 43
2016
Q1 		$198K Buy
14,626
+7
+0% +$94 0.12% 36
2015
Q4 		$246K Buy
14,619
+6
+0% +$101 0.15% 33
2015
Q3 		$228K Buy
14,613
+650
+5% +$10.9K 0.14% 35
2015
Q2 		$238K Sell
13,963
-540
-4% -$8.9K 0.13% 36
2015
Q1 		$223K Buy
14,503
+2,999
+26% +$48.2K 0.12% 39
2014
Q4 		$206K Sell
11,504
-133
-1% -$2.28K 0.12% 44
2014
Q3 		$198K Buy
11,637
+408
+4% +$6.5K 0.11% 43
2014
Q2 		$173K Buy
11,229
+2
+0% +$31 0.09% 53
2014
Q1 		$193K Buy
11,227
+1
+0% +$17 0.11% 53
2013
Q4 		$175K Buy
11,226
+2
+0% +$30 0.11% 39
2013
Q3 		$155K Sell
11,224
-2,009
-15% -$28.7K 0.1% 38
2013
Q2 		$170K Buy
+13,233
New +$169K 0.12% 38

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbor Investment Advisors's BAC Position: Q2 2026 in Review

Arbor Investment Advisors increased its Bank of America (BAC) stake by 90% in Q2 2026, buying an estimated $387K and bringing the position to 15,363 shares worth $875K. The position accounts for 0.1% of the portfolio, ranked #55.

Arbor Investment Advisors first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Arbor Investment Advisors held 15,363 shares of Bank of America worth $875K as of Q2 2026.
  • Arbor Investment Advisors bought 7,278 Bank of America shares in Q2 2026, an estimated $387K.
  • Bank of America made up 0.1% of Arbor Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • Arbor Investment Advisors first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.