Clark Financial Services Group’s Bank of America BAC Stock Holding History

Clark Financial Services 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	$205K	Buy	+3,606	New	+$192K	0.1%	95
2026 Q1	–	Sell	-4,704	Closed	-$268K	–	113
2025 Q4	$268K	Buy	4,704 +4	+0.1%	+$211	0.14%	91
2025 Q3	$242K	Sell	4,700 -684	-13%	-$33.4K	0.13%	98
2025 Q2	$255K	Buy	5,384 +16	+0.3%	+$673	0.16%	93
2025 Q1	$224K	Sell	5,368 -4,847	-47%	-$216K	0.16%	92
2024 Q4	$449K	Buy	10,215 +52	+0.5%	+$2.29K	0.34%	35
2024 Q3	$403K	Buy	10,163 +1,260	+14%	+$50.5K	0.37%	33
2024 Q2	$354K	Buy	8,903 +1,733	+24%	+$66.4K	0.37%	33
2024 Q1	$272K	Buy	7,170 +53	+0.7%	+$1.82K	0.33%	43
2023 Q4	$240K	Buy	+7,117	New	+$207K	0.31%	49

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

Clark Financial Services Group opened a new position in Bank of America (BAC) in Q2 2026: 3,606 shares worth $205K. The stake represents 0.1% of the portfolio and ranks #95 among its holdings. This is a return to the name: Clark Financial Services Group previously reported a position in BAC as recently as Q4 2025.

Clark Financial Services Group first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $449K in Q4 2024. 3,591 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Clark Financial Services Group held 3,606 shares of Bank of America worth $205K as of Q2 2026.
Bank of America was a new Clark Financial Services Group position in Q2 2026.
Bank of America made up 0.1% of Clark Financial Services Group's portfolio in Q2 2026, its #95 holding.
Clark Financial Services Group first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Clark Financial Services Group's Bank of America position peaked at $449K in Q4 2024.
3,591 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.