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Johnson Financial Group LLC (Colorado)’s Bank of America BAC Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$641K Buy
11,252
+6,216
+123% +$331K 0.03% 131
2026
Q1 		$246K Buy
+5,036
New +$260K 0.02% 156
2025
Q2 		– Sell
-5,054
Closed -$211K – 80
2025
Q1 		$211K Buy
+5,054
New +$225K 0.02% 91
2022
Q1 		– Sell
-4,516
Closed -$201K – 51
2021
Q4 		$201K Sell
4,516
-2,741
-38% -$125K 0.03% 72
2021
Q3 		$308K Sell
7,257
-838
-10% -$33.8K 0.06% 54
2021
Q2 		$334K Buy
+8,095
New +$332K 0.06% 61
2018
Q1 		$222K Sell
7,416
-969
-12% -$30.4K 0.18% 56
2017
Q4 		$248K Sell
8,385
-1,953
-19% -$53.8K 0.19% 61
2017
Q3 		$261K Sell
10,338
-286
-3% -$6.94K 0.22% 54
2017
Q2 		$257K Buy
10,624
+398
+4% +$9.28K 0.22% 48
2017
Q1 		$241K Sell
10,226
-2,079
-17% -$49.3K 0.27% 46
2016
Q4 		$272K Buy
+12,305
New +$237K 0.22% 71

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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

Johnson Financial Group LLC (Colorado)'s BAC Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Bank of America (BAC) stake by 123% in Q2 2026, buying an estimated $331K and bringing the position to 11,252 shares worth $641K. The position accounts for 0.03% of the portfolio, ranked #131.

Johnson Financial Group LLC (Colorado) first reported a position in BAC in Q4 2016 and has held it in 12 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 11,252 shares of Bank of America worth $641K as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) bought 6,216 Bank of America shares in Q2 2026, an estimated $331K.
  • Bank of America made up 0.03% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #131 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Bank of America in Q4 2016 and has held it in 12 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.