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Exchange Bank’s Bank of America BAC Stock Holding History

Exchange Bank’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 		$332K Buy
+5,830
New +$310K 0.21% 98
2026
Q1 		– Sell
-3,782
Closed -$208K – 120
2025
Q4 		$208K Sell
3,782
-744
-16% -$39.3K 0.14% 116
2025
Q3 		$233K Buy
4,526
+287
+7% +$14K 0.16% 113
2025
Q2 		$201K Buy
+4,239
New +$178K 0.16% 120

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
Robeco Institutional Asset Management
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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

Exchange Bank's BAC Position: Q2 2026 in Review

Exchange Bank opened a new position in Bank of America (BAC) in Q2 2026: 5,830 shares worth $332K. The stake represents 0.21% of the portfolio and ranks #98 among its holdings. This is a return to the name: Exchange Bank previously reported a position in BAC as recently as Q4 2025.

Exchange Bank first reported a position in BAC in Q2 2025 and has held it in 4 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Exchange Bank held 5,830 shares of Bank of America worth $332K as of Q2 2026.
  • Bank of America was a new Exchange Bank position in Q2 2026.
  • Bank of America made up 0.21% of Exchange Bank's portfolio in Q2 2026, its #98 holding.
  • Exchange Bank first reported a position in Bank of America in Q2 2025 and has held it in 4 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.