Arvest Investments’s Bank of America BAC Stock Holding History

Arvest Investments’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	$1.23M	Sell	21,625 -68	-0.3%	-$3.62K	0.15%	91
2026 Q1	$1.06M	Sell	21,693 -215	-1%	-$11.1K	0.14%	97
2025 Q4	$1.2M	Sell	21,908 -61	-0.3%	-$3.22K	0.17%	90
2025 Q3	$1.13M	Sell	21,969 -280	-1%	-$13.7K	0.16%	104
2025 Q2	$1.05M	Sell	22,249 -14,931	-40%	-$628K	0.16%	111
2025 Q1	$1.55M	Sell	37,180 -7,153	-16%	-$319K	0.24%	91
2024 Q4	$1.95M	Sell	44,333 -3,260	-7%	-$143K	0.31%	66
2024 Q3	$1.89M	Buy	47,593 +528	+1%	+$21.2K	0.29%	80
2024 Q2	$1.87M	Sell	47,065 -755	-2%	-$28.9K	0.3%	79
2024 Q1	$1.81M	Sell	47,820 -179	-0.4%	-$6.14K	0.29%	80
2023 Q4	$1.62M	Buy	+47,999	New	+$1.4M	0.26%	86

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

Arvest Investments's BAC Position: Q2 2026 in Review

Arvest Investments reduced its Bank of America (BAC) stake by 0.31% in Q2 2026, selling an estimated $3.62K and leaving 21,625 shares worth $1.23M. The position accounts for 0.15% of the portfolio, ranked #91.

Arvest Investments first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.95M in Q4 2024. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Arvest Investments held 21,625 shares of Bank of America worth $1.23M as of Q2 2026.
Arvest Investments sold 68 Bank of America shares in Q2 2026, an estimated $3.62K.
Bank of America made up 0.15% of Arvest Investments's portfolio in Q2 2026, its #91 holding.
Arvest Investments first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
Arvest Investments's Bank of America position peaked at $1.95M in Q4 2024.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.