First Heartland Consultants’s Bank of America BAC Stock Holding History

First Heartland Consultants’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	$568K	Buy	9,964 +1,391	+16%	+$74K	0.04%	307
2026 Q1	$418K	Sell	8,573 -5,890	-41%	-$304K	0.03%	320
2025 Q4	$795K	Buy	14,463 +71	+0.5%	+$3.75K	0.06%	209
2025 Q3	$742K	Buy	14,392 +62	+0.4%	+$3.02K	0.06%	209
2025 Q2	$678K	Buy	14,330 +1,092	+8%	+$45.9K	0.06%	218
2025 Q1	$552K	Sell	13,238 -1,346	-9%	-$60K	0.06%	218
2024 Q4	$641K	Sell	14,584 -314	-2%	-$13.8K	0.07%	202
2024 Q3	$591K	Sell	14,898 -1,519	-9%	-$60.9K	0.06%	211
2024 Q2	$653	Sell	16,417 -66	-0.4%	-$2.53K	0.05%	221
2024 Q1	$625K	Sell	16,483 -681	-4%	-$23.4K	0.06%	219
2023 Q4	$578K	Buy	17,164 +4,878	+40%	+$142K	0.07%	195
2023 Q3	$336K	Buy	12,286 +775	+7%	+$22.9K	0.04%	270
2023 Q2	$330K	Sell	11,511 -2,189	-16%	-$62.5K	0.04%	267
2023 Q1	$392K	Buy	13,700 +1,017	+8%	+$33.6K	0.06%	236
2022 Q4	$420K	Buy	12,683 +145	+1%	+$4.99K	0.07%	223
2022 Q3	$378	Buy	12,538 +108	+0.9%	+$3.61K	0.03%	219
2022 Q2	$386K	Buy	12,430 +2,341	+23%	+$84.3K	0.06%	211
2022 Q1	$415K	Sell	10,089 -1,392	-12%	-$62.8K	0.06%	203
2021 Q4	$510	Sell	11,481 -1,518	-12%	-$69.2K	0.02%	197
2021 Q3	$552K	Sell	12,999 -46	-0.4%	-$1.85K	0.08%	188
2021 Q2	$538K	Sell	13,045 -447	-3%	-$18.3K	0.08%	205
2021 Q1	$522K	Buy	13,492 +1,270	+10%	+$43.8K	0.08%	194
2020 Q4	$370K	Sell	12,222 -116	-0.9%	-$3.11K	0.06%	209
2020 Q3	$297K	Sell	12,338 -1,239	-9%	-$30.8K	0.06%	211
2020 Q2	$322K	Buy	13,577 +123	+0.9%	+$2.91K	0.06%	203
2020 Q1	$286K	Sell	13,454 -3,885	-22%	-$116K	0.07%	192
2019 Q4	$611K	Buy	17,339 +1,233	+8%	+$39.8K	0.12%	157
2019 Q3	$470K	Sell	16,106 -1,787	-10%	-$51.4K	0.1%	163
2019 Q2	$519K	Sell	17,893 -1,414	-7%	-$40.8K	0.12%	147
2019 Q1	$533K	Sell	19,307 -1,252	-6%	-$35.4K	0.15%	139
2018 Q4	$507K	Sell	20,559 -859	-4%	-$23.3K	0.19%	120
2018 Q3	$631K	Sell	21,418 -1,996	-9%	-$60.8K	0.2%	114
2018 Q2	$660K	Sell	23,414 -7,859	-25%	-$234K	0.23%	110
2018 Q1	$938K	Buy	31,273 +574	+2%	+$18K	0.28%	91
2017 Q4	$906K	Sell	30,699 -12,239	-29%	-$337K	0.27%	92
2017 Q3	$1.09M	Buy	42,938 +2,071	+5%	+$50.3K	0.26%	110
2017 Q2	$991K	Buy	40,867 +5,752	+16%	+$134K	0.26%	111
2017 Q1	$828K	Buy	35,115 +3,203	+10%	+$76K	0.23%	126
2016 Q4	$705K	Sell	31,912 -5,990	-16%	-$115K	0.21%	131
2016 Q3	$593K	Buy	37,902 +2,978	+9%	+$44.3K	0.17%	146
2016 Q2	$463	Buy	34,924 +1,282	+4%	+$18K	0.05%	164
2016 Q1	$455K	Buy	33,642 +613	+2%	+$8.27K	0.17%	149
2015 Q4	$556K	Buy	33,029 +2,363	+8%	+$40K	0.21%	125
2015 Q3	$478K	Sell	30,666 -954	-3%	-$16.1K	0.2%	138
2015 Q2	$538	Sell	31,620 -3,618	-10%	-$59.6K	0.15%	131
2015 Q1	$542K	Sell	35,238 -79	-0.2%	-$1.27K	0.21%	131
2014 Q4	$632K	Sell	35,317 -819	-2%	-$14K	0.26%	109
2014 Q3	$616K	Buy	36,136 +2,892	+9%	+$46K	0.27%	110
2014 Q2	$511K	Buy	33,244 +2,146	+7%	+$33.3K	0.23%	122
2014 Q1	$535K	Sell	31,098 -2,429	-7%	-$40.9K	0.26%	107
2013 Q4	$522K	Buy	33,527 +11,415	+52%	+$169K	0.29%	95
2013 Q3	$307K	Sell	22,112 -1,181	-5%	-$16.9K	0.19%	151
2013 Q2	$300K	Buy	+23,293	New	+$297K	0.17%	150

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Heartland Consultants's BAC Position: Q2 2026 in Review

First Heartland Consultants increased its Bank of America (BAC) stake by 16% in Q2 2026, buying an estimated $74K and bringing the position to 9,964 shares worth $568K. The position accounts for 0.04% of the portfolio, ranked #307.

First Heartland Consultants first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.09M in Q3 2017. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

First Heartland Consultants held 9,964 shares of Bank of America worth $568K as of Q2 2026.
First Heartland Consultants bought 1,391 Bank of America shares in Q2 2026, an estimated $74K.
Bank of America made up 0.04% of First Heartland Consultants's portfolio in Q2 2026, its #307 holding.
First Heartland Consultants first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
First Heartland Consultants's Bank of America position peaked at $1.09M in Q3 2017.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.