Global Financial Private Client’s Bank of America BAC Stock Holding History

Global Financial Private Client’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	$2.29M	Buy	40,256 +389	+1%	+$20.7K	0.62%	42
2026 Q1	$1.94M	Buy	39,867 +132	+0.3%	+$6.81K	0.64%	41
2025 Q4	$2.19M	Buy	39,735 +96	+0.2%	+$5.08K	0.77%	31
2025 Q3	$2.04M	Sell	39,639 -1,188	-3%	-$58K	0.73%	34
2025 Q2	$1.93M	Buy	40,827 +35	+0.1%	+$1.47K	0.72%	32
2025 Q1	$1.7M	Buy	40,792 +178	+0.4%	+$7.93K	0.65%	36
2024 Q4	$1.78M	Sell	40,614 -400	-1%	-$17.6K	0.67%	36
2024 Q3	$1.63M	Buy	41,014 +1,162	+3%	+$46.6K	0.63%	34
2024 Q2	$1.58M	Sell	39,852 -162	-0.4%	-$6.21K	0.66%	35
2024 Q1	$1.5M	Buy	40,014 +143	+0.4%	+$4.91K	0.65%	36
2023 Q4	$1.34M	Hold	39,871	–	–	0.63%	33
2023 Q3	$1.06M	Sell	39,871 -7,154	-15%	-$212K	0.55%	49
2023 Q2	$1.37M	Buy	47,025 +86	+0.2%	+$2.45K	0.68%	37
2023 Q1	$1.34M	Buy	46,939 +8,233	+21%	+$272K	0.69%	32
2022 Q4	$1.28M	Buy	38,706 +75	+0.2%	+$2.58K	0.72%	32
2022 Q3	$1.2M	Sell	38,631 -118	-0.3%	-$3.94K	0.69%	33
2022 Q2	$1.22M	Sell	38,749 -7,725	-17%	-$278K	0.69%	33
2022 Q1	$1.9M	Buy	46,474 +772	+2%	+$34.8K	0.92%	26
2021 Q4	$2.03M	Buy	45,702 +99	+0.2%	+$4.51K	0.98%	23
2021 Q3	$1.96M	Sell	45,603 -546	-1%	-$22K	1.01%	23
2021 Q2	$1.92M	Sell	46,149 -5,490	-11%	-$225K	1.07%	19
2021 Q1	$2.04M	Sell	51,639 -637	-1%	-$22K	1.46%	18
2020 Q4	$1.58M	Sell	52,276 -7,024	-12%	-$188K	1.26%	19
2020 Q3	$1.43M	Sell	59,300 -514	-0.9%	-$12.8K	1.24%	21
2020 Q2	$1.39M	Buy	59,814 +2,820	+5%	+$66.6K	1.21%	20
2020 Q1	$1.13M	Buy	56,994 +13,425	+31%	+$402K	1.19%	16
2019 Q4	$1.53M	Buy	+43,569	New	+$1.41M	1.28%	16

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

Global Financial Private Client's BAC Position: Q2 2026 in Review

Global Financial Private Client increased its Bank of America (BAC) stake by 0.98% in Q2 2026, buying an estimated $20.7K and bringing the position to 40,256 shares worth $2.29M. The position accounts for 0.62% of the portfolio, ranked #42.

Global Financial Private Client first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Global Financial Private Client held 40,256 shares of Bank of America worth $2.29M as of Q2 2026.
Global Financial Private Client bought 389 Bank of America shares in Q2 2026, an estimated $20.7K.
Bank of America made up 0.62% of Global Financial Private Client's portfolio in Q2 2026, its #42 holding.
Global Financial Private Client first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.