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Lantz Financial’s Bank of America BAC Stock Holding History

Lantz Financial’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 		$1.1M Buy
19,267
+114
+0.6% +$6.06K 0.2% 118
2026
Q1 		$934K Buy
19,153
+121
+0.6% +$6.24K 0.19% 123
2025
Q4 		$1.05M Buy
19,032
+302
+2% +$16K 0.22% 111
2025
Q3 		$966K Buy
18,730
+3,536
+23% +$173K 0.21% 115
2025
Q2 		$719K Buy
15,194
+494
+3% +$20.8K 0.18% 123
2025
Q1 		$613K Buy
14,700
+37
+0.3% +$1.65K 0.17% 129
2024
Q4 		$644K Buy
14,663
+266
+2% +$11.7K 0.17% 116
2024
Q3 		$571K Buy
14,397
+182
+1% +$7.29K 0.15% 127
2024
Q2 		$565K Buy
14,215
+206
+1% +$7.89K 0.18% 117
2024
Q1 		$531K Buy
14,009
+92
+0.7% +$3.16K 0.17% 120
2023
Q4 		$469K Buy
13,917
+213
+2% +$6.2K 0.17% 121
2023
Q3 		$375K Sell
13,704
-133
-1% -$3.94K 0.15% 130
2023
Q2 		$397K Buy
13,837
+1,085
+9% +$31K 0.16% 123
2023
Q1 		$365K Sell
12,752
-293
-2% -$9.67K 0.15% 126
2022
Q4 		$432K Buy
13,045
+700
+6% +$24.1K 0.2% 112
2022
Q3 		$373K Sell
12,345
-150
-1% -$5.01K 0.19% 111
2022
Q2 		$389K Hold
12,495
– – 0.18% 112
2022
Q1 		$515K Hold
12,495
– – 0.21% 103
2021
Q4 		$556K Hold
12,495
– – 0.26% 89
2021
Q3 		$530K Sell
12,495
-100
-0.8% -$4.03K 0.27% 88
2021
Q2 		$519K Hold
12,595
– – 0.27% 88
2021
Q1 		$487K Hold
12,595
– – 0.28% 79
2020
Q4 		$382K Sell
12,595
-200
-2% -$5.36K 0.24% 87
2020
Q3 		$308K Sell
12,795
-651
-5% -$16.2K 0.21% 89
2020
Q2 		$319K Sell
13,446
-17,000
-56% -$402K 0.23% 87
2020
Q1 		$646K Sell
30,446
-227
-0.7% -$6.8K 0.51% 58
2019
Q4 		$1.08M Sell
30,673
-21
-0.1% -$679 0.64% 54
2019
Q3 		$855K Hold
30,694
– – 0.58% 59
2019
Q2 		$895K Sell
30,694
-3,068
-9% -$88.5K 0.61% 52
2019
Q1 		$931K Buy
+33,762
New +$954K 0.68% 51

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Lantz Financial's BAC Position: Q2 2026 in Review

Lantz Financial increased its Bank of America (BAC) stake by 0.6% in Q2 2026, buying an estimated $6.06K and bringing the position to 19,267 shares worth $1.1M. The position accounts for 0.2% of the portfolio, ranked #118.

Lantz Financial first reported a position in BAC in Q1 2019 and has held it in 30 quarters since. 839 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Lantz Financial held 19,267 shares of Bank of America worth $1.1M as of Q2 2026.
  • Lantz Financial bought 114 Bank of America shares in Q2 2026, an estimated $6.06K.
  • Bank of America made up 0.2% of Lantz Financial's portfolio in Q2 2026, its #118 holding.
  • Lantz Financial first reported a position in Bank of America in Q1 2019 and has held it in 30 quarters since.
  • 839 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.