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Brookwood Investment Group’s Bank of America BAC Stock Holding History

Brookwood Investment 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 		– Sell
-11,000
Closed -$536K – 545
2026
Q1 		$536K Buy
+11,000
New +$568K 0.07% 276

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Brookwood Investment Group's BAC Position: Q2 2026 in Review

Brookwood Investment Group increased its Bank of America (BAC) stake by 125% in Q2 2026, buying an estimated $828K and bringing the position to 28,054 shares worth $1.6M. The position accounts for 0.18% of the portfolio, ranked #120.

Brookwood Investment Group first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.72M in Q1 2025. 1,388 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Brookwood Investment Group held 28,054 shares of Bank of America worth $1.6M as of Q2 2026.
  • Brookwood Investment Group bought 15,573 Bank of America shares in Q2 2026, an estimated $828K.
  • Bank of America made up 0.18% of Brookwood Investment Group's portfolio in Q2 2026, its #120 holding.
  • Brookwood Investment Group first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Bank of America position peaked at $1.72M in Q1 2025.
  • 1,388 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.