Holland Advisory Services’s Bank of America BAC Stock Holding History

Holland Advisory Services’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	$251K	Buy	4,411 +4	+0.1%	+$213	0.28%	44
2026 Q1	$215K	Buy	4,407 +4	+0.1%	+$206	0.29%	45
2025 Q4	$242K	Buy	4,403 +3	+0.1%	+$159	0.33%	40
2025 Q3	$227K	Buy	4,400 +4	+0.1%	+$195	0.31%	41
2025 Q2	$208K	Buy	+4,396	New	+$185K	0.3%	42
2022 Q2	–	Sell	-5,144	Closed	-$212K	–	33
2022 Q1	$212K	Buy	5,144 +2	+0%	+$90	0.25%	32
2021 Q4	$229K	Buy	+5,142	New	+$234K	0.26%	33

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Holland Advisory Services's BAC Position: Q2 2026 in Review

Holland Advisory Services increased its Bank of America (BAC) stake by 0.09% in Q2 2026, buying an estimated $213 and bringing the position to 4,411 shares worth $251K. The position accounts for 0.28% of the portfolio, ranked #44.

Holland Advisory Services first reported a position in BAC in Q4 2021 and has held it in 7 quarters since. 855 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Holland Advisory Services held 4,411 shares of Bank of America worth $251K as of Q2 2026.
Holland Advisory Services bought 4 Bank of America shares in Q2 2026, an estimated $213.
Bank of America made up 0.28% of Holland Advisory Services's portfolio in Q2 2026, its #44 holding.
Holland Advisory Services first reported a position in Bank of America in Q4 2021 and has held it in 7 quarters since.
855 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Holland Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.