Clark Asset Management’s Bank of America BAC Stock Holding History

Clark 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	$622K	Buy	10,908 +4,220	+63%	+$224K	0.05%	139
2026 Q1	$326K	Buy	6,688 +240	+4%	+$12.4K	0.03%	172
2025 Q4	$355K	Sell	6,448 -7,119	-52%	-$376K	0.04%	154
2025 Q3	$700K	Buy	13,567 +315	+2%	+$15.4K	0.08%	91
2025 Q2	$627K	Buy	13,252 +7,335	+124%	+$309K	0.09%	92
2025 Q1	$247K	Sell	5,917 -59	-1%	-$2.63K	0.04%	133
2024 Q4	$263K	Sell	5,976 -113	-2%	-$4.97K	0.05%	116
2024 Q3	$242K	Buy	6,089 +1,010	+20%	+$40.5K	0.05%	110
2024 Q2	$202K	Buy	+5,079	New	+$195K	0.06%	93

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Clark Asset Management increased its Bank of America (BAC) stake by 63% in Q2 2026, buying an estimated $224K and bringing the position to 10,908 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #139.

Clark Asset Management first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. The position peaked at $700K in Q3 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Clark Asset Management held 10,908 shares of Bank of America worth $622K as of Q2 2026.
Clark Asset Management bought 4,220 Bank of America shares in Q2 2026, an estimated $224K.
Bank of America made up 0.05% of Clark Asset Management's portfolio in Q2 2026, its #139 holding.
Clark Asset Management first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
Clark Asset Management's Bank of America position peaked at $700K in Q3 2025.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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