Lakeshore Capital Group’s Bank of America BAC Stock Holding History

Lakeshore Capital 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	$905K	Sell	15,883 -88	-0.6%	-$4.68K	0.67%	44
2026 Q1	$779K	Buy	15,971 +255	+2%	+$13.2K	0.64%	46
2025 Q4	$864K	Buy	15,716 +341	+2%	+$18K	0.69%	43
2025 Q3	$793K	Buy	15,375 +255	+2%	+$12.4K	0.64%	46
2025 Q2	$715K	Sell	15,120 -807	-5%	-$34K	0.63%	48
2025 Q1	$665K	Buy	15,927 +210	+1%	+$9.36K	0.64%	47
2024 Q4	$691K	Buy	+15,717	New	+$691K	1.04%	34

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) 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

Lakeshore Capital Group's BAC Position: Q2 2026 in Review

Lakeshore Capital Group reduced its Bank of America (BAC) stake by 0.55% in Q2 2026, selling an estimated $4.68K and leaving 15,883 shares worth $905K. The position accounts for 0.67% of the portfolio, ranked #44.

Lakeshore Capital Group first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,721 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Lakeshore Capital Group held 15,883 shares of Bank of America worth $905K as of Q2 2026.
Lakeshore Capital Group sold 88 Bank of America shares in Q2 2026, an estimated $4.68K.
Bank of America made up 0.67% of Lakeshore Capital Group's portfolio in Q2 2026, its #44 holding.
Lakeshore Capital Group first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
1,721 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.