Cambridge Financial Group (Arizona)’s Bank of America BAC Stock Holding History

Cambridge Financial Group (Arizona)’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	$317K	Hold	5,564	–	–	0.1%	128
2026 Q1	$271K	Hold	5,564	–	–	0.09%	144
2025 Q4	$274K	Hold	5,564	–	–	0.1%	143
2025 Q3	$287K	Hold	5,564	–	–	0.09%	144
2025 Q2	$263K	Hold	5,564	–	–	0.1%	128
2025 Q1	$231K	Buy	+5,564	New	+$248K	0.1%	130

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s BAC Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) held its Bank of America (BAC) position steady in Q2 2026 at 5,564 shares worth $317K. The position accounts for 0.1% of the portfolio, ranked #128.

Cambridge Financial Group (Arizona) first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. 1,048 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Cambridge Financial Group (Arizona) held 5,564 shares of Bank of America worth $317K as of Q2 2026.
Cambridge Financial Group (Arizona) left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.1% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #128 holding.
Cambridge Financial Group (Arizona) first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
1,048 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.