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

Howard 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 		$980K Buy
17,206
+1,156
+7% +$61.5K 0.1% 92
2026
Q1 		$782K Buy
16,050
+6,665
+71% +$344K 0.09% 98
2025
Q4 		$516K Buy
9,385
+877
+10% +$46.4K 0.06% 111
2025
Q3 		$439K Buy
8,508
+205
+2% +$10K 0.05% 119
2025
Q2 		$393K Buy
8,303
+617
+8% +$26K 0.05% 125
2025
Q1 		$321K Buy
7,686
+104
+1% +$4.63K 0.04% 134
2024
Q4 		$333K Buy
7,582
+794
+12% +$34.9K 0.05% 135
2024
Q3 		$269K Buy
6,788
+15
+0.2% +$601 0.04% 135
2024
Q2 		$269K Buy
6,773
+10
+0.1% +$383 0.04% 126
2024
Q1 		$256K Sell
6,763
-994
-13% -$34.1K 0.04% 132
2023
Q4 		$261K Buy
+7,757
New +$226K 0.05% 130
2021
Q2 		– Sell
-7,409
Closed -$287K – 126
2021
Q1 		$287K Sell
7,409
-2,971
-29% -$103K 0.13% 94
2020
Q4 		$315K Sell
10,380
-1,233
-11% -$33K 0.17% 75
2020
Q3 		$280K Buy
11,613
+45
+0.4% +$1.12K 0.18% 70
2020
Q2 		$275K Buy
11,568
+46
+0.4% +$1.09K 0.2% 63
2020
Q1 		$245K Buy
11,522
+2,032
+21% +$60.9K 0.22% 60
2019
Q4 		$334K Buy
9,490
+16
+0.2% +$517 0.21% 68
2019
Q3 		$276K Buy
9,474
+36
+0.4% +$1.03K 0.18% 72
2019
Q2 		$274K Buy
9,438
+17
+0.2% +$490 0.19% 71
2019
Q1 		$260K Hold
9,421
– – 0.18% 72
2018
Q4 		$232K Buy
+9,421
New +$256K 0.18% 76

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

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

Howard Financial Services increased its Bank of America (BAC) stake by 7.2% in Q2 2026, buying an estimated $61.5K and bringing the position to 17,206 shares worth $980K. The position accounts for 0.1% of the portfolio, ranked #92.

Howard Financial Services first reported a position in BAC in Q4 2018 and has held it in 21 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Howard Financial Services held 17,206 shares of Bank of America worth $980K as of Q2 2026.
  • Howard Financial Services bought 1,156 Bank of America shares in Q2 2026, an estimated $61.5K.
  • Bank of America made up 0.1% of Howard Financial Services's portfolio in Q2 2026, its #92 holding.
  • Howard Financial Services first reported a position in Bank of America in Q4 2018 and has held it in 21 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.