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Harbor Investment Advisory’s Bank of America BAC Stock Holding History

Harbor Investment Advisory’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 		$6.92M Buy
121,497
+511
+0.4% +$27.2K 0.48% 40
2026
Q1 		$5.9M Buy
120,986
+10,674
+10% +$551K 0.46% 43
2025
Q4 		$6.07M Buy
110,312
+8,291
+8% +$438K 0.46% 39
2025
Q3 		$5.26M Sell
102,021
-1,501
-1% -$73.2K 0.43% 45
2025
Q2 		$4.9M Buy
103,522
+1,918
+2% +$80.7K 0.44% 44
2025
Q1 		$4.24M Sell
101,604
-551
-0.5% -$24.6K 0.41% 46
2024
Q4 		$4.49M Sell
102,155
-921
-0.9% -$40.5K 0.42% 45
2024
Q3 		$4.09M Sell
103,076
-806
-0.8% -$32.3K 0.4% 49
2024
Q2 		$4.13M Buy
103,882
+422
+0.4% +$16.2K 0.43% 42
2024
Q1 		$3.92M Sell
103,460
-1,511
-1% -$51.9K 0.41% 46
2023
Q4 		$3.53M Sell
104,971
-1,399
-1% -$40.7K 0.41% 46
2023
Q3 		$2.91M Sell
106,370
-400
-0.4% -$11.8K 0.38% 54
2023
Q2 		$3.06M Sell
106,770
-3,240
-3% -$92.5K 0.43% 55
2023
Q1 		$3.15M Sell
110,010
-2,123
-2% -$70.1K 0.47% 48
2022
Q4 		$3.71M Sell
112,133
-1,056
-0.9% -$36.4K 0.58% 37
2022
Q3 		$3.42M Buy
113,189
+340
+0.3% +$11.4K 0.56% 35
2022
Q2 		$3.51M Buy
112,849
+948
+0.8% +$34.1K 0.56% 32
2022
Q1 		$4.61M Buy
111,901
+8,197
+8% +$370K 0.61% 30
2021
Q4 		$4.61M Sell
103,704
-1,023
-1% -$46.6K 0.58% 33
2021
Q3 		$4.45M Sell
104,727
-1,274
-1% -$51.3K 0.6% 34
2021
Q2 		$4.37M Buy
106,001
+503
+0.5% +$20.6K 0.59% 32
2021
Q1 		$4.08M Buy
105,498
+350
+0.3% +$12.1K 0.61% 31
2020
Q4 		$3.19M Buy
105,148
+1,282
+1% +$34.4K 0.51% 40
2020
Q3 		$2.5M Sell
103,866
-949
-0.9% -$23.6K 0.48% 48
2020
Q2 		$2.49M Sell
104,815
-9,155
-8% -$216K 0.53% 43
2020
Q1 		$2.42M Buy
113,970
+4,453
+4% +$133K 0.65% 32
2019
Q4 		$3.86M Buy
+109,517
New +$3.54M 0.89% 22

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Harbor Investment Advisory's BAC Position: Q2 2026 in Review

Harbor Investment Advisory increased its Bank of America (BAC) stake by 0.42% in Q2 2026, buying an estimated $27.2K and bringing the position to 121,497 shares worth $6.92M. The position accounts for 0.48% of the portfolio, ranked #40.

Harbor Investment Advisory first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. 1,291 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Harbor Investment Advisory held 121,497 shares of Bank of America worth $6.92M as of Q2 2026.
  • Harbor Investment Advisory bought 511 Bank of America shares in Q2 2026, an estimated $27.2K.
  • Bank of America made up 0.48% of Harbor Investment Advisory's portfolio in Q2 2026, its #40 holding.
  • Harbor Investment Advisory first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.