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Atomi Financial Group’s Bank of America BAC Stock Holding History

Atomi Financial Group’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 		$9.67M Buy
169,796
+6,766
+4% +$360K 0.25% 80
2026
Q1 		$7.95M Sell
163,030
-13,231
-8% -$683K 0.24% 79
2025
Q4 		$9.69M Buy
176,261
+19,312
+12% +$1.02M 0.28% 66
2025
Q3 		$8.1M Buy
156,949
+18,047
+13% +$880K 0.26% 73
2025
Q2 		$6.57M Sell
138,902
-7,209
-5% -$303K 0.25% 76
2025
Q1 		$6.1M Sell
146,111
-5,733
-4% -$255K 0.28% 74
2024
Q4 		$6.67M Buy
151,844
+7,956
+6% +$350K 0.34% 55
2024
Q3 		$5.71M Buy
143,888
+14,767
+11% +$592K 0.36% 52
2024
Q2 		$5.14M Buy
129,121
+22,418
+21% +$859K 0.38% 52
2024
Q1 		$4.05M Buy
106,703
+17,496
+20% +$601K 0.37% 56
2023
Q4 		$3M Buy
89,207
+18,044
+25% +$525K 0.42% 49
2023
Q3 		$1.95M Buy
71,163
+2,434
+4% +$72K 0.65% 35
2023
Q2 		$1.97M Buy
68,729
+2,536
+4% +$72.4K 0.9% 17
2023
Q1 		$1.89M Buy
+66,193
New +$2.19M 1.06% 18

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atomi Financial Group's BAC Position: Q2 2026 in Review

Atomi Financial Group increased its Bank of America (BAC) stake by 4.2% in Q2 2026, buying an estimated $360K and bringing the position to 169,796 shares worth $9.67M. The position accounts for 0.25% of the portfolio, ranked #80.

Atomi Financial Group first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.69M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Atomi Financial Group held 169,796 shares of Bank of America worth $9.67M as of Q2 2026.
  • Atomi Financial Group bought 6,766 Bank of America shares in Q2 2026, an estimated $360K.
  • Bank of America made up 0.25% of Atomi Financial Group's portfolio in Q2 2026, its #80 holding.
  • Atomi Financial Group first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's Bank of America position peaked at $9.69M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.