Harold Davidson & Associates’s Bank of America BAC Stock Holding History

Harold Davidson & Associates’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	$470K	Buy	+8,253	New	+$439K	0.2%	46
2026 Q1	–	Sell	-8,932	Closed	-$491K	–	62
2025 Q4	$491K	Hold	8,932	–	–	0.22%	52
2025 Q3	$461K	Buy	8,932 +3,819	+75%	+$186K	0.21%	52
2025 Q2	$242K	Sell	5,113 -2,923	-36%	-$123K	0.16%	57
2025 Q1	$335K	Sell	8,036 -25	-0.3%	-$1.11K	0.18%	53
2024 Q4	$354K	Buy	+8,061	New	+$355K	0.17%	56

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

Harold Davidson & Associates's BAC Position: Q2 2026 in Review

Harold Davidson & Associates opened a new position in Bank of America (BAC) in Q2 2026: 8,253 shares worth $470K. The stake represents 0.2% of the portfolio and ranks #46 among its holdings. This is a return to the name: Harold Davidson & Associates previously reported a position in BAC as recently as Q4 2025.

Harold Davidson & Associates first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $491K in Q4 2025. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Harold Davidson & Associates held 8,253 shares of Bank of America worth $470K as of Q2 2026.
Bank of America was a new Harold Davidson & Associates position in Q2 2026.
Bank of America made up 0.2% of Harold Davidson & Associates's portfolio in Q2 2026, its #46 holding.
Harold Davidson & Associates first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
Harold Davidson & Associates's Bank of America position peaked at $491K in Q4 2025.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.