Atwood & Palmer’s Bank of America BAC Stock Holding History

Atwood & Palmer’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	$454K	Sell	7,966 -1,828	-19%	-$97.2K	0.02%	124
2026 Q1	$477K	Sell	9,794 -2,967	-23%	-$153K	0.03%	120
2025 Q4	$702K	Sell	12,761 -766	-6%	-$40.5K	0.04%	103
2025 Q3	$698K	Sell	13,527 -982	-7%	-$47.9K	0.04%	103
2025 Q2	$687K	Hold	14,509	–	–	0.04%	102
2025 Q1	$605K	Buy	14,509 +3,457	+31%	+$154K	0.04%	103
2024 Q4	$486K	Sell	11,052 -1,000	-8%	-$44K	0.03%	115
2024 Q3	$478K	Hold	12,052	–	–	0.03%	110
2024 Q2	$479K	Sell	12,052 -108	-0.9%	-$4.14K	0.04%	107
2024 Q1	$461K	Sell	12,160 -111	-0.9%	-$3.81K	0.04%	108
2023 Q4	$413K	Sell	12,271 -750	-6%	-$21.8K	0.03%	117
2023 Q3	$357K	Hold	13,021	–	–	0.03%	116
2023 Q2	$374K	Hold	13,021	–	–	0.03%	118
2023 Q1	$372K	Hold	13,021	–	–	0.04%	106
2022 Q4	$431K	Hold	13,021	–	–	0.04%	114
2022 Q3	$393K	Hold	13,021	–	–	0.04%	115
2022 Q2	$405K	Sell	13,021 -400	-3%	-$14.4K	0.04%	108
2022 Q1	$553K	Hold	13,421	–	–	0.05%	104
2021 Q4	$597K	Buy	13,421 +202	+2%	+$9.2K	0.05%	103
2021 Q3	$561K	Hold	13,219	–	–	0.05%	100
2021 Q2	$545K	Hold	13,219	–	–	0.05%	102
2021 Q1	$511K	Buy	13,219 +127	+1%	+$4.38K	0.05%	102
2020 Q4	$397K	Hold	13,092	–	–	0.04%	113
2020 Q3	$315K	Hold	13,092	–	–	0.04%	109
2020 Q2	$311K	Hold	13,092	–	–	0.04%	105
2020 Q1	$278K	Hold	13,092	–	–	0.04%	103
2019 Q4	$461K	Hold	13,092	–	–	0.06%	90
2019 Q3	$382K	Sell	13,092 -500	-4%	-$14.4K	0.05%	92
2019 Q2	$394K	Hold	13,592	–	–	0.05%	94
2019 Q1	$375K	Sell	13,592 -1,500	-10%	-$42.4K	0.05%	91
2018 Q4	$372K	Hold	15,092	–	–	0.06%	88
2018 Q3	$445K	Hold	15,092	–	–	0.06%	83
2018 Q2	$425K	Hold	15,092	–	–	0.06%	89
2018 Q1	$453K	Sell	15,092 -1,232	-8%	-$38.7K	0.06%	83
2017 Q4	$482K	Buy	16,324 +2,842	+21%	+$78.3K	0.07%	84
2017 Q3	$342K	Hold	13,482	–	–	0.05%	101
2017 Q2	$327K	Buy	13,482 +400	+3%	+$9.33K	0.05%	102
2017 Q1	$309K	Hold	13,082	–	–	0.05%	97
2016 Q4	$289K	Hold	13,082	–	–	0.05%	95
2016 Q3	$205K	Hold	13,082	–	–	0.04%	109
2016 Q2	$174K	Hold	13,082	–	–	0.03%	117
2016 Q1	$177K	Hold	13,082	–	–	0.03%	118
2015 Q4	$220K	Hold	13,082	–	–	0.04%	118
2015 Q3	$204K	Sell	13,082 -128	-1%	-$2.15K	0.04%	118
2015 Q2	$225K	Buy	13,210 +4,628	+54%	+$76.3K	0.04%	122
2015 Q1	$132K	Buy	8,582 +50	+0.6%	+$803	0.02%	142
2014 Q4	$153K	Sell	8,532 -3,800	-31%	-$65K	0.03%	140
2014 Q3	$215K	Buy	12,332 +4,782	+63%	+$76.1K	0.04%	119
2014 Q2	$116K	Sell	7,550 -4,267	-36%	-$66.3K	0.03%	149
2014 Q1	$203K	Buy	11,817 +455	+4%	+$7.65K	0.05%	110
2013 Q4	$177K	Buy	+11,362	New	+$169K	0.04%	105

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atwood & Palmer's BAC Position: Q2 2026 in Review

Atwood & Palmer reduced its Bank of America (BAC) stake by 19% in Q2 2026, selling an estimated $97.2K and leaving 7,966 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #124.

Atwood & Palmer first reported a position in BAC in Q4 2013 and has held it in 51 quarters since. The position peaked at $702K in Q4 2025. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Atwood & Palmer held 7,966 shares of Bank of America worth $454K as of Q2 2026.
Atwood & Palmer sold 1,828 Bank of America shares in Q2 2026, an estimated $97.2K.
Bank of America made up 0.02% of Atwood & Palmer's portfolio in Q2 2026, its #124 holding.
Atwood & Palmer first reported a position in Bank of America in Q4 2013 and has held it in 51 quarters since.
Atwood & Palmer's Bank of America position peaked at $702K in Q4 2025.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.