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Everhart Financial Group’s Bank of America BAC Stock Holding History

Everhart Financial 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 		$2.51M Buy
44,011
+93
+0.2% +$4.95K 0.16% 65
2026
Q1 		$2.14M Buy
43,918
+2,671
+6% +$138K 0.18% 68
2025
Q4 		$2.27M Buy
41,247
+3,540
+9% +$187K 0.21% 62
2025
Q3 		$1.95M Buy
37,707
+3,370
+10% +$164K 0.2% 63
2025
Q2 		$1.62M Sell
34,337
-4,380
-11% -$184K 0.19% 75
2025
Q1 		$1.62M Buy
38,717
+1,726
+5% +$76.9K 0.22% 60
2024
Q4 		$1.63M Buy
36,991
+2,300
+7% +$101K 0.33% 53
2024
Q3 		$1.37M Buy
34,691
+4,841
+16% +$194K 0.3% 60
2024
Q2 		$1.18M Buy
29,850
+4,988
+20% +$191K 0.31% 58
2024
Q1 		$943K Buy
24,862
+5,067
+26% +$174K 0.27% 74
2023
Q4 		$667K Sell
19,795
-2,983
-13% -$86.9K 0.24% 87
2023
Q3 		$624K Buy
22,778
+738
+3% +$21.8K 0.26% 80
2023
Q2 		$624K Sell
22,040
-850
-4% -$24.3K 0.26% 80
2023
Q1 		$655K Sell
22,890
-2,291
-9% -$75.6K 0.29% 68
2022
Q4 		$834K Sell
25,181
-3,613
-13% -$124K 0.42% 50
2022
Q3 		$870K Buy
28,794
+5,577
+24% +$186K 0.48% 39
2022
Q2 		$723K Buy
23,217
+578
+3% +$20.8K 0.44% 43
2022
Q1 		$933K Buy
22,639
+4,109
+22% +$185K 0.54% 39
2021
Q4 		$825K Buy
18,530
+1,692
+10% +$77.1K 0.5% 41
2021
Q3 		$715K Buy
16,838
+371
+2% +$14.9K 0.49% 43
2021
Q2 		$679K Buy
16,467
+1,924
+13% +$78.9K 0.47% 43
2021
Q1 		$563K Buy
14,543
+313
+2% +$10.8K 0.49% 41
2020
Q4 		$431K Buy
+14,230
New +$381K 0.4% 46

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
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
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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Everhart Financial Group's BAC Position: Q2 2026 in Review

Everhart Financial Group increased its Bank of America (BAC) stake by 0.21% in Q2 2026, buying an estimated $4.95K and bringing the position to 44,011 shares worth $2.51M. The position accounts for 0.16% of the portfolio, ranked #65.

Everhart Financial Group first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Everhart Financial Group held 44,011 shares of Bank of America worth $2.51M as of Q2 2026.
  • Everhart Financial Group bought 93 Bank of America shares in Q2 2026, an estimated $4.95K.
  • Bank of America made up 0.16% of Everhart Financial Group's portfolio in Q2 2026, its #65 holding.
  • Everhart Financial Group first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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