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Griffith & Werner’s Bank of America BAC Stock Holding History

Griffith & Werner’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 		$7.86M Buy
137,933
+8,974
+7% +$477K 3.68% 6
2026
Q1 		$6.29M Buy
128,959
+11,922
+10% +$615K 3.12% 11
2025
Q4 		$6.44M Buy
117,037
+923
+0.8% +$48.8K 3.28% 12
2025
Q3 		$6.2M Buy
+116,114
New +$5.66M 3.21% 11
2025
Q1 		$4.78M Buy
114,556
+13,497
+13% +$601K 2.97% 15
2024
Q4 		$4.44M Buy
+101,059
New +$4.45M 2.93% 13

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Griffith & Werner's BAC Position: Q2 2026 in Review

Griffith & Werner increased its Bank of America (BAC) stake by 7% in Q2 2026, buying an estimated $477K and bringing the position to 137,933 shares worth $7.86M. The position accounts for 3.68% of the portfolio, ranked #6.

Griffith & Werner first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Griffith & Werner held 137,933 shares of Bank of America worth $7.86M as of Q2 2026.
  • Griffith & Werner bought 8,974 Bank of America shares in Q2 2026, an estimated $477K.
  • Bank of America made up 3.68% of Griffith & Werner's portfolio in Q2 2026, its #6 holding.
  • Griffith & Werner first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.