Kesler Norman & Wride’s Bank of America BAC Stock Holding History

Kesler Norman & Wride’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	$576K	Buy	+10,104	New	+$537K	0.09%	195

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kesler Norman & Wride's BAC Position: Q2 2026 in Review

Kesler Norman & Wride opened a new position in Bank of America (BAC) in Q2 2026: 10,104 shares worth $576K. The stake represents 0.09% of the portfolio and ranks #195 among its holdings.

1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Kesler Norman & Wride held 10,104 shares of Bank of America worth $576K as of Q2 2026.
Bank of America was a new Kesler Norman & Wride position in Q2 2026.
Bank of America made up 0.09% of Kesler Norman & Wride's portfolio in Q2 2026, its #195 holding.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.