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

Birch 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 		$3.19M Buy
56,008
+584
+1% +$31.1K 1.64% 15
2026
Q1 		$2.7M Buy
55,424
+117
+0.2% +$6.04K 1.58% 16
2025
Q4 		$3.04M Buy
55,307
+3
+0% +$159 1.73% 13
2025
Q3 		$2.85M Buy
55,304
+45,768
+480% +$2.23M 1.68% 13
2025
Q2 		$451K Buy
9,536
+245
+3% +$10.3K 0.36% 61
2025
Q1 		$388K Buy
9,291
+972
+12% +$43.3K 0.35% 65
2024
Q4 		$366K Buy
+8,319
New +$366K 0.41% 55

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

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

Birch Financial Group increased its Bank of America (BAC) stake by 1.1% in Q2 2026, buying an estimated $31.1K and bringing the position to 56,008 shares worth $3.19M. The position accounts for 1.64% of the portfolio, ranked #15.

Birch Financial Group first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 2,355 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Birch Financial Group held 56,008 shares of Bank of America worth $3.19M as of Q2 2026.
  • Birch Financial Group bought 584 Bank of America shares in Q2 2026, an estimated $31.1K.
  • Bank of America made up 1.64% of Birch Financial Group's portfolio in Q2 2026, its #15 holding.
  • Birch Financial Group first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 2,355 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.