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JNBA Financial Advisors’s Bank of America BAC Stock Holding History

JNBA Financial Advisors’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 		$1.08M Buy
18,925
+853
+5% +$45.4K 0.08% 96
2026
Q1 		$881K Sell
18,072
-197
-1% -$10.2K 0.07% 107
2025
Q4 		$1M Sell
18,269
-208
-1% -$11K 0.09% 98
2025
Q3 		$953K Sell
18,477
-419
-2% -$20.4K 0.09% 97
2025
Q2 		$894K Hold
18,896
– – 0.09% 95
2025
Q1 		$789K Sell
18,896
-113
-0.6% -$5.04K 0.08% 100
2024
Q4 		$835K Sell
19,009
-188
-1% -$8.27K 0.09% 97
2024
Q3 		$762K Hold
19,197
– – 0.08% 107
2024
Q2 		$763K Sell
19,197
-45
-0.2% -$1.73K 0.08% 106
2024
Q1 		$730K Sell
19,242
-1,450
-7% -$49.8K 0.08% 113
2023
Q4 		$697K Sell
20,692
-301
-1% -$8.76K 0.08% 116
2023
Q3 		$575K Buy
20,993
+47
+0.2% +$1.39K 0.07% 121
2023
Q2 		$601K Sell
20,946
-287
-1% -$8.19K 0.07% 121
2023
Q1 		$607K Buy
21,233
+346
+2% +$11.4K 0.08% 121
2022
Q4 		$692K Sell
20,887
-39
-0.2% -$1.34K 0.1% 115
2022
Q3 		$632K Buy
20,926
+384
+2% +$12.8K 0.1% 116
2022
Q2 		$639K Buy
20,542
+577
+3% +$20.8K 0.1% 112
2022
Q1 		$823K Sell
19,965
-466
-2% -$21K 0.11% 100
2021
Q4 		$909K Buy
20,431
+675
+3% +$30.8K 0.11% 100
2021
Q3 		$839K Hold
19,756
– – 0.11% 100
2021
Q2 		$815K Buy
19,756
+542
+3% +$22.2K 0.11% 99
2021
Q1 		$743K Buy
19,214
+2,000
+12% +$69K 0.11% 100
2020
Q4 		$522K Hold
17,214
– – 0.09% 106
2020
Q3 		$415K Buy
17,214
+26
+0.2% +$647 0.08% 105
2020
Q2 		$408K Hold
17,188
– – 0.09% 105
2020
Q1 		$365K Sell
17,188
-500
-3% -$15K 0.09% 105
2019
Q4 		$623K Sell
17,688
-515
-3% -$16.6K 0.12% 90
2019
Q3 		$531K Buy
18,203
+165
+0.9% +$4.74K 0.11% 93
2019
Q2 		$523K Buy
18,038
+100
+0.6% +$2.88K 0.11% 93
2019
Q1 		$495K Sell
17,938
-600
-3% -$17K 0.11% 92
2018
Q4 		$457K Sell
18,538
-4,701
-20% -$128K 0.1% 91
2018
Q3 		$685K Buy
23,239
+4,408
+23% +$134K 0.31% 65
2018
Q2 		$531K Buy
18,831
+750
+4% +$22.4K 0.11% 84
2018
Q1 		$542K Buy
18,081
+2,093
+13% +$65.7K 0.12% 82
2017
Q4 		$472K Hold
15,988
– – 0.1% 84
2017
Q3 		$405K Hold
15,988
– – 0.09% 83
2017
Q2 		$388K Sell
15,988
-35
-0.2% -$816 0.09% 83
2017
Q1 		$378K Buy
16,023
+35
+0.2% +$831 0.09% 83
2016
Q4 		$353K Sell
15,988
-22,641
-59% -$436K 0.09% 85
2016
Q3 		$605K Buy
38,629
+21,641
+127% +$322K 0.09% 81
2016
Q2 		$225K Sell
16,988
-562
-3% -$7.89K 0.06% 106
2016
Q1 		$237K Hold
17,550
– – 0.09% 90
2015
Q4 		$295K Buy
17,550
+5,367
+44% +$90.8K 0.11% 82
2015
Q3 		$190K Buy
12,183
+3,733
+44% +$62.8K 0.08% 95
2015
Q2 		$144K Sell
8,450
-1,518
-15% -$25K 0.05% 107
2015
Q1 		$153K Sell
9,968
-152
-2% -$2.44K 0.06% 107
2014
Q4 		$181K Buy
10,120
+617
+6% +$10.6K 0.07% 101
2014
Q3 		$162K Buy
9,503
+4,887
+106% +$77.8K 0.07% 107
2014
Q2 		$71K Sell
4,616
-2,000
-30% -$31.1K 0.03% 155
2014
Q1 		$114K Buy
6,616
+437
+7% +$7.35K 0.06% 110
2013
Q4 		$96K Buy
6,179
+4,564
+283% +$67.7K 0.05% 121
2013
Q3 		$22K Buy
1,615
+1,000
+163% +$14.3K 0.01% 224
2013
Q2 		$8K Buy
+615
New +$7.84K 0.01% 275

Other funds holding BAC

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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

JNBA Financial Advisors's BAC Position: Q2 2026 in Review

JNBA Financial Advisors increased its Bank of America (BAC) stake by 4.7% in Q2 2026, buying an estimated $45.4K and bringing the position to 18,925 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #96.

JNBA Financial Advisors first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. 1,290 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • JNBA Financial Advisors held 18,925 shares of Bank of America worth $1.08M as of Q2 2026.
  • JNBA Financial Advisors bought 853 Bank of America shares in Q2 2026, an estimated $45.4K.
  • Bank of America made up 0.08% of JNBA Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • JNBA Financial Advisors first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.