Friedenthal Financial’s Bank of America BAC Stock Holding History

Friedenthal Financial’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	$18.1K	Buy	319 +2	+0.6%	+$106	0.01%	173
2026 Q1	$15.5K	Hold	317	–	–	0.01%	173
2025 Q4	$17.4K	Hold	317	–	–	0.01%	169
2025 Q3	$16.4K	Hold	317	–	–	0.01%	179
2025 Q2	$15K	Buy	+317	New	+$13.3K	0.01%	178
2024 Q3	–	Sell	-1,346	Closed	-$53.5K	–	236
2024 Q2	$53.5K	Buy	+1,346	New	+$51.6K	0.03%	138
2024 Q1	–	Sell	-200	Closed	-$6.73K	–	228
2023 Q4	$6.73K	Buy	+200	New	+$5.82K	﹤0.01%	203

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

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

Friedenthal Financial's BAC Position: Q2 2026 in Review

Friedenthal Financial increased its Bank of America (BAC) stake by 0.63% in Q2 2026, buying an estimated $106 and bringing the position to 319 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #173.

Friedenthal Financial first reported a position in BAC in Q4 2023 and has held it in 7 quarters since. The position peaked at $53.5K in Q2 2024. 839 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Friedenthal Financial held 319 shares of Bank of America worth $18.1K as of Q2 2026.
Friedenthal Financial bought 2 Bank of America shares in Q2 2026, an estimated $106.
Bank of America made up 0.01% of Friedenthal Financial's portfolio in Q2 2026, its #173 holding.
Friedenthal Financial first reported a position in Bank of America in Q4 2023 and has held it in 7 quarters since.
Friedenthal Financial's Bank of America position peaked at $53.5K in Q2 2024.
839 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.