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Ares Financial Consulting’s Bank of America BAC Stock Holding History

Ares Financial Consulting’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 		$140K Buy
2,452
+62
+3% +$3.3K 0.1% 110
2026
Q1 		$118K Buy
2,390
+913
+62% +$47.1K 0.09% 113
2025
Q4 		$81.3K Buy
+1,477
New +$78.1K 0.08% 123

Other funds holding BAC

Fisher Asset Management
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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Ares Financial Consulting's BAC Position: Q2 2026 in Review

Ares Financial Consulting increased its Bank of America (BAC) stake by 2.6% in Q2 2026, buying an estimated $3.3K and bringing the position to 2,452 shares worth $140K. The position accounts for 0.1% of the portfolio, ranked #110.

Ares Financial Consulting first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 2,058 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Ares Financial Consulting held 2,452 shares of Bank of America worth $140K as of Q2 2026.
  • Ares Financial Consulting bought 62 Bank of America shares in Q2 2026, an estimated $3.3K.
  • Bank of America made up 0.1% of Ares Financial Consulting's portfolio in Q2 2026, its #110 holding.
  • Ares Financial Consulting first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 2,058 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.