Eaton Financial Holdings’s Bank of America BAC Stock Holding History

Eaton Financial Holdings’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	$1.81M	Buy	31,754 +3,463	+12%	+$184K	0.5%	45
2026 Q1	$1.38M	Buy	28,291 +2,091	+8%	+$108K	0.45%	48
2025 Q4	$1.44M	Sell	26,200 -1,091	-4%	-$57.7K	0.39%	53
2025 Q3	$1.41M	Sell	27,291 -2,267	-8%	-$111K	0.4%	50
2025 Q2	$1.4M	Buy	29,558 +23,984	+430%	+$1.01M	0.43%	42
2025 Q1	$233K	Sell	5,574 -4,818	-46%	-$215K	0.1%	57
2024 Q4	$457K	Sell	10,392 -1,919	-16%	-$84.4K	0.18%	51
2024 Q3	$488K	Buy	+12,311	New	+$493K	0.2%	52
2024 Q1	$538K	Sell	14,179 -3,484	-20%	-$120K	0.28%	44
2023 Q4	$595K	Sell	17,663 -4,956	-22%	-$144K	0.14%	116
2023 Q3	$619K	Buy	22,619 +232	+1%	+$6.86K	0.17%	114
2023 Q2	$642K	Buy	22,387 +3	+0%	+$86	0.48%	35
2023 Q1	$640K	Sell	22,384 -3,840	-15%	-$127K	0.5%	33
2022 Q4	$869K	Buy	+26,224	New	+$903K	0.74%	25

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

Eaton Financial Holdings's BAC Position: Q2 2026 in Review

Eaton Financial Holdings increased its Bank of America (BAC) stake by 12% in Q2 2026, buying an estimated $184K and bringing the position to 31,754 shares worth $1.81M. The position accounts for 0.5% of the portfolio, ranked #45.

Eaton Financial Holdings first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Eaton Financial Holdings held 31,754 shares of Bank of America worth $1.81M as of Q2 2026.
Eaton Financial Holdings bought 3,463 Bank of America shares in Q2 2026, an estimated $184K.
Bank of America made up 0.5% of Eaton Financial Holdings's portfolio in Q2 2026, its #45 holding.
Eaton Financial Holdings first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.