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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$921K Buy
16,166
+597
+4% +$31.8K 0.16% 78
2026
Q1
$759K Buy
15,569
+197
+1% +$10.2K 0.16% 76
2025
Q4
$845K Buy
15,372
+534
+4% +$28.2K 0.19% 69
2025
Q3
$765K Buy
14,838
+290
+2% +$14.1K 0.18% 68
2025
Q2
$688K Buy
14,548
+12
+0.1% +$505 0.17% 70
2025
Q1
$607K Sell
14,536
-661
-4% -$29.5K 0.17% 61
2024
Q4
$668K Buy
15,197
+43
+0.3% +$1.89K 0.2% 58
2024
Q3
$601K Sell
15,154
-729
-5% -$29.2K 0.18% 59
2024
Q2
$632K Buy
15,883
+96
+0.6% +$3.68K 0.19% 57
2024
Q1
$599K Buy
15,787
+258
+2% +$8.86K 0.2% 54
2023
Q4
$523K Buy
15,529
+1,708
+12% +$49.7K 0.2% 60
2023
Q3
$378K Buy
+13,821
New +$409K 0.15% 72
2023
Q2
Sell
-16,554
Closed -$473K 117
2023
Q1
$473K Buy
16,554
+3,670
+28% +$121K 0.18% 68
2022
Q4
$427K Buy
12,884
+61
+0.5% +$2.1K 0.16% 79
2022
Q3
$387K Buy
12,823
+64
+0.5% +$2.14K 0.16% 71
2022
Q2
$397K Sell
12,759
-310
-2% -$11.2K 0.15% 75
2022
Q1
$539K Sell
13,069
-189
-1% -$8.53K 0.17% 71
2021
Q4
$585K Buy
13,258
+15
+0.1% +$683 0.18% 72
2021
Q3
$562K Sell
13,243
-937
-7% -$37.7K 0.19% 69
2021
Q2
$585K Sell
14,180
-2,569
-15% -$105K 0.18% 70
2021
Q1
$648K Buy
16,749
+827
+5% +$28.5K 0.22% 63
2020
Q4
$482K Buy
15,922
+59
+0.4% +$1.58K 0.18% 63
2020
Q3
$382K Buy
15,863
+74
+0.5% +$1.84K 0.17% 65
2020
Q2
$375K Sell
15,789
-324
-2% -$7.66K 0.18% 60
2020
Q1
$342K Sell
16,113
-64
-0.4% -$1.92K 0.2% 66
2019
Q4
$570K Sell
16,177
-50
-0.3% -$1.62K 0.27% 54
2019
Q3
$473K Buy
16,227
+4,361
+37% +$125K 0.29% 56
2019
Q2
$344K Sell
11,866
-1,840
-13% -$53.1K 0.23% 58
2019
Q1
$379K Buy
13,706
+1,583
+13% +$44.7K 0.23% 67
2018
Q4
$299K Buy
+12,123
New +$329K 0.21% 67

Other funds holding BAC

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

Frisch Financial Group increased its Bank of America (BAC) stake by 3.8% in Q2 2026, buying an estimated $31.8K and bringing the position to 16,166 shares worth $921K. The position accounts for 0.16% of the portfolio, ranked #78.

Frisch Financial Group first reported a position in BAC in Q4 2018 and has held it in 30 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Frisch Financial Group held 16,166 shares of Bank of America worth $921K as of Q2 2026.
  • Frisch Financial Group bought 597 Bank of America shares in Q2 2026, an estimated $31.8K.
  • Bank of America made up 0.16% of Frisch Financial Group's portfolio in Q2 2026, its #78 holding.
  • Frisch Financial Group first reported a position in Bank of America in Q4 2018 and has held it in 30 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.