Horizon Financial Services’s Bank of America BAC Stock Holding History

Horizon Financial 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	$37.8K	Buy	664 +260	+64%	+$13.8K	0.01%	176
2026 Q1	$19.7K	Buy	404 +185	+84%	+$9.55K	0.01%	183
2025 Q4	$12K	Sell	219 -13	-6%	-$687	0.01%	169
2025 Q3	$12K	Buy	232 +154	+197%	+$7.51K	0.01%	166
2025 Q2	$3.69K	Buy	78 +43	+123%	+$1.81K	﹤0.01%	176
2025 Q1	$1.46K	Buy	+35	New	+$1.56K	﹤0.01%	190
2024 Q4	–	Sell	-11	Closed	-$425	–	253
2024 Q3	$425	Hold	11	–	–	﹤0.01%	253
2024 Q2	$423	Buy	+11	New	+$422	﹤0.01%	245
2022 Q2	–	Sell	-5,321	Closed	-$219K	–	58
2022 Q1	$219K	Buy	5,321 +63	+1%	+$2.84K	0.14%	54
2021 Q4	$234K	Hold	5,258	–	–	0.14%	52
2021 Q3	$223K	Sell	5,258 -172	-3%	-$6.93K	0.15%	59
2021 Q2	$224K	Sell	5,430 -470	-8%	-$19.3K	0.16%	58
2021 Q1	$228K	Sell	5,900 -118	-2%	-$4.07K	0.2%	20
2020 Q4	$182K	Hold	6,018	–	–	0.17%	23
2020 Q3	$145K	Buy	+6,018	New	+$150K	0.14%	22

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

Horizon Financial Services's BAC Position: Q2 2026 in Review

Horizon Financial Services increased its Bank of America (BAC) stake by 64% in Q2 2026, buying an estimated $13.8K and bringing the position to 664 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #176.

Horizon Financial Services first reported a position in BAC in Q3 2020 and has held it in 15 quarters since. The position peaked at $234K in Q4 2021. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Horizon Financial Services held 664 shares of Bank of America worth $37.8K as of Q2 2026.
Horizon Financial Services bought 260 Bank of America shares in Q2 2026, an estimated $13.8K.
Bank of America made up 0.01% of Horizon Financial Services's portfolio in Q2 2026, its #176 holding.
Horizon Financial Services first reported a position in Bank of America in Q3 2020 and has held it in 15 quarters since.
Horizon Financial Services's Bank of America position peaked at $234K in Q4 2021.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.