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Beacon Financial Strategies’s Bank of America BAC Stock Holding History

Beacon Financial Strategies’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 		$86.5K Hold
1,519
– – 0.04% 71
2026
Q1 		$74K Hold
1,519
– – 0.04% 64
2025
Q4 		$83.5K Buy
+1,519
New +$80.3K 0.05% 62

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Beacon Financial Strategies's BAC Position: Q2 2026 in Review

Beacon Financial Strategies held its Bank of America (BAC) position steady in Q2 2026 at 1,519 shares worth $86.5K. The position accounts for 0.04% of the portfolio, ranked #71.

Beacon Financial Strategies first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 611 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Beacon Financial Strategies held 1,519 shares of Bank of America worth $86.5K as of Q2 2026.
  • Beacon Financial Strategies left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.04% of Beacon Financial Strategies's portfolio in Q2 2026, its #71 holding.
  • Beacon Financial Strategies first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 611 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.