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Belleair Asset Management’s Bank of America BAC Stock Holding History

Belleair Asset Management’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 Hold
7,970
– – 0.38% 52
2026
Q1 		$389K Hold
7,970
– – 0.35% 55
2025
Q4 		$438K Buy
+7,970
New +$421K 0.42% 51

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Belleair Asset Management's BAC Position: Q2 2026 in Review

Belleair Asset Management held its Bank of America (BAC) position steady in Q2 2026 at 7,970 shares worth $454K. The position accounts for 0.38% of the portfolio, ranked #52.

Belleair Asset Management first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 2,203 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Belleair Asset Management held 7,970 shares of Bank of America worth $454K as of Q2 2026.
  • Belleair Asset Management left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.38% of Belleair Asset Management's portfolio in Q2 2026, its #52 holding.
  • Belleair Asset Management first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 2,203 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.