JAG
BAC icon

Journey Advisory Group’s Bank of America BAC Stock Holding History

Journey Advisory 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 		$1.19M Buy
20,921
+5,358
+34% +$285K 0.09% 148
2026
Q1 		$759K Sell
15,563
-1,906
-11% -$98.4K 0.06% 160
2025
Q4 		$960K Buy
17,469
+142
+0.8% +$7.51K 0.08% 156
2025
Q3 		$894K Hold
17,327
– – 0.07% 160
2025
Q2 		$820K Buy
17,327
+36
+0.2% +$1.51K 0.06% 172
2025
Q1 		$722K Sell
17,291
-10,625
-38% -$473K 0.06% 173
2024
Q4 		$1.11M Hold
27,916
– – 0.13% 106
2024
Q3 		$1.11M Hold
27,916
– – 0.13% 106
2024
Q2 		$1.11M Sell
27,916
-600
-2% -$23K 0.13% 106
2024
Q1 		$1.08M Buy
28,516
+1,450
+5% +$49.8K 0.13% 112
2023
Q4 		$911K Sell
27,066
-331
-1% -$9.64K 0.12% 114
2023
Q3 		$750K Hold
27,397
– – 0.11% 124
2023
Q2 		$786K Sell
27,397
-5,999
-18% -$171K 0.12% 122
2023
Q1 		$955K Sell
33,396
-1,300
-4% -$42.9K 0.15% 119
2022
Q4 		$1.15M Buy
34,696
+20,456
+144% +$705K 0.29% 84
2022
Q3 		$430K Sell
14,240
-11,669
-45% -$390K 0.11% 153
2022
Q2 		$873K Buy
25,909
+15,200
+142% +$547K 0.2% 104
2022
Q1 		$441K Hold
10,709
– – 0.11% 150
2021
Q4 		$476K Hold
10,709
– – 0.13% 138
2021
Q3 		$455K Buy
10,709
+744
+7% +$30K 0.15% 121
2021
Q2 		$411K Buy
9,965
+1,027
+11% +$42.1K 0.13% 131
2021
Q1 		$346K Sell
8,938
-426
-5% -$14.7K 0.12% 137
2020
Q4 		$284K Buy
+9,364
New +$251K 0.11% 146

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Journey Advisory Group's BAC Position: Q2 2026 in Review

Journey Advisory Group increased its Bank of America (BAC) stake by 34% in Q2 2026, buying an estimated $285K and bringing the position to 20,921 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #148.

Journey Advisory Group first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. 2,058 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Journey Advisory Group held 20,921 shares of Bank of America worth $1.19M as of Q2 2026.
  • Journey Advisory Group bought 5,358 Bank of America shares in Q2 2026, an estimated $285K.
  • Bank of America made up 0.09% of Journey Advisory Group's portfolio in Q2 2026, its #148 holding.
  • Journey Advisory Group first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • 2,058 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.