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

Carter 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	$335K	Sell	5,874 -239	-4%	-$12.7K	0.17%	92
2026 Q1	$298K	Sell	6,113 -179	-3%	-$9.24K	0.18%	90
2025 Q4	$346K	Sell	6,292 -633	-9%	-$33.5K	0.21%	84
2025 Q3	$357K	Sell	6,925 -49	-0.7%	-$2.39K	0.22%	77
2025 Q2	$330K	Buy	+6,974	New	+$293K	0.22%	73
2022 Q1	$252K	Buy	+6,113	New	+$276K	0.34%	42

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Carter Financial Group reduced its Bank of America (BAC) stake by 3.9% in Q2 2026, selling an estimated $12.7K and leaving 5,874 shares worth $335K. The position accounts for 0.17% of the portfolio, ranked #92.

Carter Financial Group first reported a position in BAC in Q1 2022 and has held it in 6 quarters since. The position peaked at $357K in Q3 2025. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Carter Financial Group held 5,874 shares of Bank of America worth $335K as of Q2 2026.
Carter Financial Group sold 239 Bank of America shares in Q2 2026, an estimated $12.7K.
Bank of America made up 0.17% of Carter Financial Group's portfolio in Q2 2026, its #92 holding.
Carter Financial Group first reported a position in Bank of America in Q1 2022 and has held it in 6 quarters since.
Carter Financial Group's Bank of America position peaked at $357K in Q3 2025.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.