DDFG Inc’s Bank of America BAC Stock Holding History

DDFG Inc’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	$427K	Sell	7,496 -1,075	-13%	-$57.2K	0.08%	63
2026 Q1	$418K	Buy	8,571 +11	+0.1%	+$568	0.09%	58
2025 Q4	$471K	Buy	8,560 +3	+0%	+$159	0.1%	55
2025 Q3	$441K	Buy	8,557 +757	+10%	+$36.9K	0.1%	57
2025 Q2	$369K	Sell	7,800 -382	-5%	-$16.1K	0.09%	56
2025 Q1	$341K	Sell	8,182 -199	-2%	-$8.87K	0.09%	56
2024 Q4	$368K	Hold	8,381	–	–	0.11%	56
2024 Q3	$333K	Sell	8,381 -249	-3%	-$9.98K	0.1%	60
2024 Q2	$343K	Buy	8,630 +1,002	+13%	+$38.4K	0.11%	61
2024 Q1	$289K	Sell	7,628 -183	-2%	-$6.28K	0.09%	61
2023 Q4	$263K	Buy	7,811 +187	+2%	+$5.45K	0.09%	62
2023 Q3	$209K	Sell	7,624 -162	-2%	-$4.79K	0.08%	66
2023 Q2	$223K	Buy	7,786 +3	+0%	+$86	0.08%	65
2023 Q1	$223K	Buy	7,783 +2	+0%	+$66	0.09%	67
2022 Q4	$258K	Buy	+7,781	New	+$268K	0.11%	57

Other funds holding BAC

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

DDFG Inc's BAC Position: Q2 2026 in Review

DDFG Inc reduced its Bank of America (BAC) stake by 13% in Q2 2026, selling an estimated $57.2K and leaving 7,496 shares worth $427K. The position accounts for 0.08% of the portfolio, ranked #63.

DDFG Inc first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $471K in Q4 2025. 1,824 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

DDFG Inc held 7,496 shares of Bank of America worth $427K as of Q2 2026.
DDFG Inc sold 1,075 Bank of America shares in Q2 2026, an estimated $57.2K.
Bank of America made up 0.08% of DDFG Inc's portfolio in Q2 2026, its #63 holding.
DDFG Inc first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
DDFG Inc's Bank of America position peaked at $471K in Q4 2025.
1,824 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.