Canopy Partners’s Bank of America BAC Stock Holding History

Canopy Partners’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	$1.91M	Sell	33,466 -1,090	-3%	-$58K	0.57%	36
2026 Q1	$1.68M	Sell	34,556 -671	-2%	-$34.6K	0.58%	33
2025 Q4	$1.94M	Buy	35,227 +86	+0.2%	+$4.55K	0.63%	35
2025 Q3	$1.81M	Buy	35,141 +917	+3%	+$44.7K	0.61%	36
2025 Q2	$1.62M	Sell	34,224 -494	-1%	-$20.8K	0.59%	36
2025 Q1	$1.45M	Buy	34,718 +1,479	+4%	+$65.9K	0.56%	40
2024 Q4	$1.46M	Buy	33,239 +1,865	+6%	+$82.1K	0.56%	39
2024 Q3	$1.24M	Buy	31,374 +42	+0.1%	+$1.68K	0.54%	34
2024 Q2	$1.25M	Buy	31,332 +186	+0.6%	+$7.13K	0.58%	32
2024 Q1	$1.18M	Buy	31,146 +2,408	+8%	+$82.7K	0.58%	33
2023 Q4	$968K	Buy	+28,738	New	+$837K	0.59%	37

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

Canopy Partners's BAC Position: Q2 2026 in Review

Canopy Partners reduced its Bank of America (BAC) stake by 3.2% in Q2 2026, selling an estimated $58K and leaving 33,466 shares worth $1.91M. The position accounts for 0.57% of the portfolio, ranked #36.

Canopy Partners first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q4 2025. 1,162 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Canopy Partners held 33,466 shares of Bank of America worth $1.91M as of Q2 2026.
Canopy Partners sold 1,090 Bank of America shares in Q2 2026, an estimated $58K.
Bank of America made up 0.57% of Canopy Partners's portfolio in Q2 2026, its #36 holding.
Canopy Partners first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
Canopy Partners's Bank of America position peaked at $1.94M in Q4 2025.
1,162 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.