Cullen Investment Group’s Bank of America BAC Stock Holding History

Cullen Investment 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	$1.7M	Buy	29,797 +49	+0.2%	+$2.61K	0.21%	81
2026 Q1	$1.45M	Sell	29,748 -50,263	-63%	-$2.59M	0.19%	85
2025 Q4	$4.47M	Buy	80,011 +42,366	+113%	+$2.24M	0.58%	47
2025 Q3	$1.91M	Sell	37,645 -1,515	-4%	-$73.9K	0.25%	70
2025 Q2	$1.85M	Sell	39,160 -18	-0%	-$757	0.26%	71
2025 Q1	$1.63M	Sell	39,178 -65	-0.2%	-$2.9K	0.25%	75
2024 Q4	$1.72M	Buy	39,243 +280	+0.7%	+$12.3K	0.25%	72
2024 Q3	$1.55M	Buy	38,963 +609	+2%	+$24.4K	0.23%	79
2024 Q2	$1.53M	Sell	38,354 -895	-2%	-$34.3K	0.24%	78
2024 Q1	$1.46M	Buy	39,249 +1,211	+3%	+$41.6K	0.23%	84
2023 Q4	$1.28M	Buy	+38,038	New	+$1.11M	0.22%	90

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cullen Investment Group's BAC Position: Q2 2026 in Review

Cullen Investment Group increased its Bank of America (BAC) stake by 0.16% in Q2 2026, buying an estimated $2.61K and bringing the position to 29,797 shares worth $1.7M. The position accounts for 0.21% of the portfolio, ranked #81.

Cullen Investment Group first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.47M in Q4 2025. 839 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Cullen Investment Group held 29,797 shares of Bank of America worth $1.7M as of Q2 2026.
Cullen Investment Group bought 49 Bank of America shares in Q2 2026, an estimated $2.61K.
Bank of America made up 0.21% of Cullen Investment Group's portfolio in Q2 2026, its #81 holding.
Cullen Investment Group first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
Cullen Investment Group's Bank of America position peaked at $4.47M in Q4 2025.
839 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cullen Investment Group's 13F filing for Q2 2026, filed 9 Jul 2026.