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Houlihan Financial Resource Group’s Bank of America BAC Stock Holding History

Houlihan Financial Resource Group’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 		$1.2M Sell
21,137
-1,146
-5% -$60.9K 0.43% 48
2026
Q1 		$1.09M Buy
22,283
+1
+0% +$52 0.42% 48
2025
Q4 		$1.19M Sell
22,282
-461
-2% -$24.4K 0.45% 47
2025
Q3 		$1.17M Hold
22,743
– – 1.03% 32
2025
Q2 		$1.07M Sell
22,743
-434
-2% -$18.3K 0.45% 44
2025
Q1 		$967K Buy
23,177
+74
+0.3% +$3.3K 0.43% 43
2024
Q4 		$1.01M Buy
23,103
+69
+0.3% +$3.04K 0.43% 42
2024
Q3 		$914K Buy
23,034
+77
+0.3% +$3.09K 0.38% 48
2024
Q2 		$913K Buy
22,957
+144
+0.6% +$5.52K 0.62% 31
2024
Q1 		$865K Buy
22,813
+82
+0.4% +$2.81K 0.39% 46
2023
Q4 		$765K Hold
22,731
– – 0.37% 48
2023
Q3 		$599K Buy
+22,731
New +$673K 0.32% 56
2023
Q2 		– Sell
-22,460
Closed -$642K – 139
2023
Q1 		$642K Hold
22,460
– – 0.35% 51
2022
Q4 		$793K Buy
22,460
+73
+0.3% +$2.51K 0.46% 46
2022
Q3 		$725K Buy
+22,387
New +$748K 0.44% 46
2020
Q3 		$582K Buy
+21,270
New +$530K 0.34% 55
2020
Q1 		$448K Buy
21,111
+85
+0.4% +$2.55K 0.39% 54
2019
Q4 		$741K Buy
+21,026
New +$680K 0.48% 50

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Houlihan Financial Resource Group's BAC Position: Q2 2026 in Review

Houlihan Financial Resource Group reduced its Bank of America (BAC) stake by 5.1% in Q2 2026, selling an estimated $60.9K and leaving 21,137 shares worth $1.2M. The position accounts for 0.43% of the portfolio, ranked #48.

Houlihan Financial Resource Group first reported a position in BAC in Q4 2019 and has held it in 18 quarters since. 3,615 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Houlihan Financial Resource Group held 21,137 shares of Bank of America worth $1.2M as of Q2 2026.
  • Houlihan Financial Resource Group sold 1,146 Bank of America shares in Q2 2026, an estimated $60.9K.
  • Bank of America made up 0.43% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #48 holding.
  • Houlihan Financial Resource Group first reported a position in Bank of America in Q4 2019 and has held it in 18 quarters since.
  • 3,615 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.