Eclectic Associates’s Bank of America BAC Stock Holding History

Eclectic Associates’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	$253K	Sell	4,434 -403	-8%	-$21.4K	0.03%	142
2026 Q1	$236K	Buy	4,837 +1	+0%	+$52	0.03%	142
2025 Q4	$266K	Sell	4,836 -17	-0.4%	-$899	0.04%	124
2025 Q3	$250K	Buy	4,853 +18	+0.4%	+$878	0.05%	113
2025 Q2	$229K	Hold	4,835	–	–	0.05%	116
2025 Q1	$202K	Buy	4,835 +265	+6%	+$11.8K	0.05%	116
2024 Q4	$201K	Buy	+4,570	New	+$201K	0.06%	115
2024 Q2	–	Sell	-5,307	Closed	-$201K	–	91
2024 Q1	$201K	Buy	+5,307	New	+$182K	0.09%	86
2022 Q1	–	Sell	-4,530	Closed	-$202K	–	75
2021 Q4	$202K	Buy	+4,530	New	+$206K	0.13%	75

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Eclectic Associates's BAC Position: Q2 2026 in Review

Eclectic Associates reduced its Bank of America (BAC) stake by 8.3% in Q2 2026, selling an estimated $21.4K and leaving 4,434 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #142.

Eclectic Associates first reported a position in BAC in Q4 2021 and has held it in 9 quarters since. The position peaked at $266K in Q4 2025. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Eclectic Associates held 4,434 shares of Bank of America worth $253K as of Q2 2026.
Eclectic Associates sold 403 Bank of America shares in Q2 2026, an estimated $21.4K.
Bank of America made up 0.03% of Eclectic Associates's portfolio in Q2 2026, its #142 holding.
Eclectic Associates first reported a position in Bank of America in Q4 2021 and has held it in 9 quarters since.
Eclectic Associates's Bank of America position peaked at $266K in Q4 2025.
649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.