Greenleaf Trust’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 | $8.75M | Buy |
153,609
+443
| +0.3% | +$23.6K | 0.08% | 73 |
|
|
2026
Q1 | $7.47M | Buy |
153,166
+9,763
| +7% | +$504K | 0.07% | 75 |
|
|
2025
Q4 | $7.89M | Sell |
143,403
-773
| -0.5% | -$40.9K | 0.07% | 76 |
|
|
2025
Q3 | $7.44M | Buy |
144,176
+1,068
| +0.7% | +$52.1K | 0.07% | 70 |
|
|
2025
Q2 | $6.77M | Sell |
143,108
-13,037
| -8% | -$548K | 0.06% | 80 |
|
|
2025
Q1 | $6.52M | Buy |
156,145
+4,799
| +3% | +$214K | 0.06% | 84 |
|
|
2024
Q4 | $6.65M | Buy |
151,346
+2,162
| +1% | +$95.1K | 0.06% | 85 |
|
|
2024
Q3 | $5.92M | Sell |
149,184
-475
| -0.3% | -$19K | 0.05% | 94 |
|
|
2024
Q2 | $5.95M | Buy |
149,659
+4,531
| +3% | +$174K | 0.06% | 89 |
|
|
2024
Q1 | $5.5M | Buy |
145,128
+7,935
| +6% | +$272K | 0.05% | 96 |
|
|
2023
Q4 | $4.62M | Sell |
137,193
-30,304
| -18% | -$882K | 0.05% | 105 |
|
|
2023
Q3 | $4.59M | Buy |
167,497
+4,436
| +3% | +$131K | 0.05% | 92 |
|
|
2023
Q2 | $4.68M | Sell |
163,061
-12,720
| -7% | -$363K | 0.05% | 89 |
|
|
2023
Q1 | $5.03M | Sell |
175,781
-14,412
| -8% | -$476K | 0.06% | 86 |
|
|
2022
Q4 | $6.3M | Buy |
190,193
+12,488
| +7% | +$430K | 0.08% | 76 |
|
|
2022
Q3 | $5.37M | Buy |
177,705
+17,553
| +11% | +$587K | 0.08% | 75 |
|
|
2022
Q2 | $4.99M | Buy |
160,152
+538
| +0.3% | +$19.4K | 0.08% | 67 |
|
|
2022
Q1 | $6.58M | Buy |
159,614
+1,350
| +0.9% | +$60.9K | 0.08% | 56 |
|
|
2021
Q4 | $7.04M | Buy |
158,264
+15,330
| +11% | +$698K | 0.08% | 59 |
|
|
2021
Q3 | $6.07M | Buy |
142,934
+5,067
| +4% | +$204K | 0.07% | 59 |
|
|
2021
Q2 | $5.68M | Buy |
137,867
+1,409
| +1% | +$57.8K | 0.07% | 62 |
|
|
2021
Q1 | $5.28M | Buy |
136,458
+15,763
| +13% | +$544K | 0.07% | 65 |
|
|
2020
Q4 | $3.66M | Sell |
120,695
-5,280
| -4% | -$142K | 0.05% | 78 |
|
|
2020
Q3 | $3.04M | Buy |
125,975
+7,582
| +6% | +$189K | 0.05% | 79 |
|
|
2020
Q2 | $2.81M | Buy |
118,393
+13,925
| +13% | +$329K | 0.05% | 80 |
|
|
2020
Q1 | $2.22M | Sell |
104,468
-18,140
| -15% | -$544K | 0.04% | 84 |
|
|
2019
Q4 | $4.32M | Buy |
122,608
+3,822
| +3% | +$124K | 0.07% | 63 |
|
|
2019
Q3 | $3.46M | Sell |
118,786
-2,283
| -2% | -$65.6K | 0.05% | 71 |
|
|
2019
Q2 | $3.51M | Buy |
121,069
+2,038
| +2% | +$58.8K | 0.06% | 72 |
|
|
2019
Q1 | $3.28M | Buy |
119,031
+10,749
| +10% | +$304K | 0.05% | 70 |
|
|
2018
Q4 | $2.67M | Buy |
108,282
+1,766
| +2% | +$47.9K | 0.05% | 73 |
|
|
2018
Q3 | $3.14M | Buy |
106,516
+4,871
| +5% | +$148K | 0.06% | 75 |
|
|
2018
Q2 | $2.87M | Buy |
101,645
+20,368
| +25% | +$608K | 0.05% | 75 |
|
|
2018
Q1 | $2.44M | Buy |
81,277
+2,814
| +4% | +$88.4K | 0.05% | 88 |
|
|
2017
Q4 | $2.32M | Buy |
78,463
+10,665
| +16% | +$294K | 0.05% | 92 |
|
|
2017
Q3 | $1.72M | Buy |
67,798
+24,786
| +58% | +$601K | 0.04% | 105 |
|
|
2017
Q2 | $1.04M | Buy |
43,012
+10,420
| +32% | +$243K | 0.02% | 134 |
|
|
2017
Q1 | $769K | Buy |
32,592
+4,198
| +15% | +$99.6K | 0.02% | 122 |
|
|
2016
Q4 | $628K | Buy |
28,394
+6,785
| +31% | +$131K | 0.02% | 119 |
|
|
2016
Q3 | $338K | Buy |
+21,609
| New | +$322K | 0.01% | 147 |
|
|
2015
Q1 | – | Sell |
-10,565
| Closed | -$189K | – | 157 |
|
|
2014
Q4 | $189K | Buy |
+10,565
| New | +$181K | 0.01% | 152 |
|
|
2013
Q3 | – | Sell |
-10,899
| Closed | -$140K | – | 161 |
|
|
2013
Q2 | $140K | Buy |
+10,899
| New | +$139K | 0.01% | 153 |
|
Other funds holding BAC
ECSS
FWIA
ATO
Greenleaf Trust's BAC Position: Q2 2026 in Review
Greenleaf Trust increased its Bank of America (BAC) stake by 0.29% in Q2 2026, buying an estimated $23.6K and bringing the position to 153,609 shares worth $8.75M. The position accounts for 0.08% of the portfolio, ranked #73.
Greenleaf Trust first reported a position in BAC in Q2 2013 and has held it in 42 quarters since. 1,529 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Greenleaf Trust held 153,609 shares of Bank of America worth $8.75M as of Q2 2026.
- Greenleaf Trust bought 443 Bank of America shares in Q2 2026, an estimated $23.6K.
- Bank of America made up 0.08% of Greenleaf Trust's portfolio in Q2 2026, its #73 holding.
- Greenleaf Trust first reported a position in Bank of America in Q2 2013 and has held it in 42 quarters since.
- 1,529 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.