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

Financial Guidance 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	$313K	Hold	5,485	–	–	0.12%	77
2026 Q1	$267K	Hold	5,485	–	–	0.11%	80
2025 Q4	$302K	Hold	5,485	–	–	0.12%	79
2025 Q3	$283K	Hold	5,485	–	–	0.13%	72
2025 Q2	$260K	Hold	5,485	–	–	0.13%	73
2025 Q1	$229K	Hold	5,485	–	–	0.12%	69
2024 Q4	$241K	Hold	5,485	–	–	0.13%	64
2024 Q3	$218K	Hold	5,485	–	–	0.13%	66
2024 Q2	$218K	Hold	5,485	–	–	0.13%	68
2024 Q1	$208K	Buy	+5,485	New	+$188K	0.14%	56

Other funds holding BAC

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Financial Guidance Group held its Bank of America (BAC) position steady in Q2 2026 at 5,485 shares worth $313K. The position accounts for 0.12% of the portfolio, ranked #77.

Financial Guidance Group first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 1,721 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Financial Guidance Group held 5,485 shares of Bank of America worth $313K as of Q2 2026.
Financial Guidance Group left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.12% of Financial Guidance Group's portfolio in Q2 2026, its #77 holding.
Financial Guidance Group first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
1,721 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.