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

Clayton 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	–	Sell	-344	Closed	-$16.8K	–	111
2026 Q1	$16.8K	Hold	344	–	–	0.01%	196
2025 Q4	$18.9K	Buy	+344	New	+$18.2K	0.01%	191
2025 Q2	–	Sell	-5,894	Closed	-$246K	–	37
2025 Q1	$246K	Hold	5,894	–	–	0.09%	98
2024 Q4	$259K	Sell	5,894 -87	-1%	-$3.83K	0.09%	97
2024 Q3	$237K	Buy	5,981 +647	+12%	+$25.9K	0.09%	106
2024 Q2	$202K	Hold	5,334	–	–	0.09%	103
2024 Q1	$202K	Buy	+5,334	New	+$183K	0.09%	102

Other funds holding BAC

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Clayton Financial Group sold out of Bank of America (BAC) in Q2 2026, closing a stake of 344 shares — an estimated $16.8K sold.

Clayton Financial Group first reported a position in BAC in Q1 2024 and held it in 7 quarters. The position peaked at $259K in Q4 2024. 1,291 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Clayton Financial Group reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 344 Bank of America shares in Q2 2026, an estimated $16.8K.
Clayton Financial Group first reported a position in Bank of America in Q1 2024 and held it in 7 quarters.
Clayton Financial Group's Bank of America position peaked at $259K in Q4 2024.
1,291 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.