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Kaizen Financial Strategies’s Bank of America BAC Stock Holding History

Kaizen Financial Strategies’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 		$226K Buy
3,881
+47
+1% +$2.5K 0.07% 160
2026
Q1 		$205K Sell
3,834
-320
-8% -$16.5K 0.09% 163
2025
Q4 		$228K Buy
4,154
+18
+0.4% +$951 0.1% 149
2025
Q3 		$220K Sell
4,136
-317
-7% -$15.5K 0.1% 143
2025
Q2 		$211K Buy
+4,453
New +$187K 0.11% 141
2023
Q4 		– Sell
-7,673
Closed -$210K – 120
2023
Q3 		$210K Sell
7,673
-200
-3% -$5.92K 0.18% 101
2023
Q2 		$231K Buy
7,873
+102
+1% +$2.91K 0.2% 97
2023
Q1 		$222K Sell
7,771
-3,376
-30% -$111K 0.22% 92
2022
Q4 		$393K Buy
11,147
+150
+1% +$5.17K 0.39% 59
2022
Q3 		$332K Sell
10,997
-403
-4% -$13.5K 0.34% 72
2022
Q2 		$355K Buy
11,400
+5,044
+79% +$182K 0.35% 71
2022
Q1 		$262K Buy
6,356
+222
+4% +$10K 0.21% 114
2021
Q4 		$273K Sell
6,134
-550
-8% -$25.1K 0.2% 111
2021
Q3 		$284K Buy
+6,684
New +$269K 0.23% 108
2021
Q1 		$256K Sell
6,628
-493
-7% -$17K 0.24% 117
2020
Q4 		$216K Buy
+7,121
New +$191K 0.24% 106

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Kaizen Financial Strategies's BAC Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Bank of America (BAC) stake by 1.2% in Q2 2026, buying an estimated $2.5K and bringing the position to 3,881 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #160.

Kaizen Financial Strategies first reported a position in BAC in Q4 2020 and has held it in 16 quarters since. The position peaked at $393K in Q4 2022. 1,692 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Kaizen Financial Strategies held 3,881 shares of Bank of America worth $226K as of Q2 2026.
  • Kaizen Financial Strategies bought 47 Bank of America shares in Q2 2026, an estimated $2.5K.
  • Bank of America made up 0.07% of Kaizen Financial Strategies's portfolio in Q2 2026, its #160 holding.
  • Kaizen Financial Strategies first reported a position in Bank of America in Q4 2020 and has held it in 16 quarters since.
  • Kaizen Financial Strategies's Bank of America position peaked at $393K in Q4 2022.
  • 1,692 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.