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Concurrent Investment Advisors’s Bank of America BAC Stock Holding History

Concurrent Investment Advisors’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 		$50.9M Buy
892,594
+56,623
+7% +$3.01M 0.43% 40
2026
Q1 		$40.8M Buy
835,971
+16,877
+2% +$871K 0.44% 36
2025
Q4 		$45.1M Buy
819,094
+442,720
+118% +$23.4M 0.51% 28
2025
Q3 		$19.4M Buy
376,374
+26,503
+8% +$1.29M 0.33% 57
2025
Q2 		$16.6M Buy
349,871
+77,277
+28% +$3.25M 0.32% 65
2025
Q1 		$11.4M Buy
272,594
+7,251
+3% +$323K 0.28% 84
2024
Q4 		$11.7M Sell
265,343
-453
-0.2% -$19.9K 0.31% 70
2024
Q3 		$10.5M Buy
265,796
+20,846
+9% +$835K 0.31% 78
2024
Q2 		$9.74M Buy
244,950
+98,917
+68% +$3.79M 0.32% 72
2024
Q1 		$5.54M Buy
146,033
+5,337
+4% +$183K 0.22% 104
2023
Q4 		$4.74M Buy
+140,696
New +$4.1M 0.22% 100

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
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
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

Concurrent Investment Advisors's BAC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Bank of America (BAC) stake by 6.8% in Q2 2026, buying an estimated $3.01M and bringing the position to 892,594 shares worth $50.9M. The position accounts for 0.43% of the portfolio, ranked #40.

Concurrent Investment Advisors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 1,291 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Concurrent Investment Advisors held 892,594 shares of Bank of America worth $50.9M as of Q2 2026.
  • Concurrent Investment Advisors bought 56,623 Bank of America shares in Q2 2026, an estimated $3.01M.
  • Bank of America made up 0.43% of Concurrent Investment Advisors's portfolio in Q2 2026, its #40 holding.
  • Concurrent Investment Advisors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.