BAM
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Byrne Asset Management’s Bank of America BAC Stock Holding History

Byrne 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 		$328K Hold
5,757
– – 0.18% 97
2026
Q1 		$281K Sell
5,757
-804
-12% -$41.5K 0.16% 104
2025
Q4 		$361K Sell
6,561
-135
-2% -$7.14K 0.2% 90
2025
Q3 		$345K Buy
+6,696
New +$327K 0.21% 87
2025
Q2 		– Sell
-6,946
Closed -$292K – 83
2025
Q1 		$290K Buy
+6,946
New +$310K 0.21% 87
2024
Q4 		– Sell
-7,666
Closed -$337K – 82
2024
Q3 		$304K Sell
7,666
-1,125
-13% -$45.1K 0.21% 89
2024
Q2 		$345K Sell
8,791
-1,195
-12% -$45.8K 0.25% 85
2024
Q1 		$379K Sell
9,986
-200
-2% -$6.87K 0.26% 85
2023
Q4 		$345K Buy
10,186
+1,360
+15% +$39.6K 0.26% 85
2023
Q3 		$242K Sell
8,826
-1,905
-18% -$56.4K 0.2% 96
2023
Q2 		$308K Sell
10,731
-636
-6% -$18.1K 0.2% 119
2023
Q1 		$325K Buy
11,367
+10,107
+802% +$334K 0.23% 106
2022
Q4 		$41.7K Buy
1,260
+28
+2% +$964 0.03% 245
2022
Q3 		$37K Sell
1,232
-198
-14% -$6.62K 0.03% 227
2022
Q2 		$45K Sell
1,430
-800
-36% -$28.8K 0.03% 200
2022
Q1 		$92K Sell
2,230
-212
-9% -$9.56K 0.06% 174
2021
Q4 		$109K Buy
+2,442
New +$111K 0.07% 158

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

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

Byrne Asset Management held its Bank of America (BAC) position steady in Q2 2026 at 5,757 shares worth $328K. The position accounts for 0.18% of the portfolio, ranked #97.

Byrne Asset Management first reported a position in BAC in Q4 2021 and has held it in 17 quarters since. The position peaked at $379K in Q1 2024. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Byrne Asset Management held 5,757 shares of Bank of America worth $328K as of Q2 2026.
  • Byrne Asset Management left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.18% of Byrne Asset Management's portfolio in Q2 2026, its #97 holding.
  • Byrne Asset Management first reported a position in Bank of America in Q4 2021 and has held it in 17 quarters since.
  • Byrne Asset Management's Bank of America position peaked at $379K in Q1 2024.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.