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Larson Financial Group’s Bank of America BAC Stock Holding History

Larson Financial 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 		$4.87M Sell
85,462
-1,650
-2% -$87.8K 0.13% 135
2026
Q1 		$4.25M Buy
87,112
+15,420
+22% +$796K 0.14% 135
2025
Q4 		$3.94M Buy
71,692
+7,235
+11% +$382K 0.13% 146
2025
Q3 		$3.33M Buy
64,457
+5,136
+9% +$251K 0.12% 161
2025
Q2 		$2.81M Sell
59,321
-3,531
-6% -$149K 0.11% 177
2025
Q1 		$2.62M Buy
62,852
+9,428
+18% +$420K 0.12% 155
2024
Q4 		$2.35M Buy
53,424
+43,042
+415% +$1.89M 0.12% 149
2024
Q3 		$412K Buy
10,382
+1,583
+18% +$63.4K 0.02% 386
2024
Q2 		$350K Sell
8,799
-1,650
-16% -$63.2K 0.02% 340
2024
Q1 		$396K Buy
10,449
+8,821
+542% +$303K 0.03% 269
2023
Q4 		$54.8K Sell
1,628
-1,127
-41% -$32.8K ﹤0.01% 629
2023
Q3 		$75.4K Buy
2,755
+655
+31% +$19.4K 0.01% 510
2023
Q2 		$60.2K Sell
2,100
-15
-0.7% -$428 0.01% 518
2023
Q1 		$60.5K Sell
2,115
-4,833
-70% -$160K 0.01% 513
2022
Q4 		$230K Sell
6,948
-1,088
-14% -$37.5K 0.03% 281
2022
Q3 		$243K Buy
8,036
+3,518
+78% +$118K 0.03% 252
2022
Q2 		$141K Buy
4,518
+203
+5% +$7.31K 0.02% 216
2022
Q1 		$178K Sell
4,315
-212
-5% -$9.56K 0.03% 207
2021
Q4 		$201K Buy
4,527
+3,876
+595% +$177K 0.03% 192
2021
Q3 		$28K Sell
651
-705
-52% -$28.4K 0.01% 401
2021
Q2 		$56K Buy
1,356
+91
+7% +$3.73K 0.01% 258
2021
Q1 		$49K Buy
1,265
+1,169
+1,218% +$40.3K 0.01% 260
2020
Q4 		$3K Sell
96
-1,757
-95% -$47.1K ﹤0.01% 594
2020
Q3 		$45K Sell
1,853
-1,070
-37% -$26.6K 0.02% 214
2020
Q2 		$69K Sell
2,923
-767
-21% -$18.1K 0.03% 162
2020
Q1 		$78K Buy
3,690
+2,339
+173% +$70.1K 0.05% 126
2019
Q4 		$48K Buy
1,351
+21
+2% +$679 0.03% 156
2019
Q3 		$39K Buy
1,330
+880
+196% +$25.3K 0.03% 163
2019
Q2 		$13K Buy
+450
New +$13K 0.01% 226

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Larson Financial Group's BAC Position: Q2 2026 in Review

Larson Financial Group reduced its Bank of America (BAC) stake by 1.9% in Q2 2026, selling an estimated $87.8K and leaving 85,462 shares worth $4.87M. The position accounts for 0.13% of the portfolio, ranked #135.

Larson Financial Group first reported a position in BAC in Q2 2019 and has held it in 29 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Larson Financial Group held 85,462 shares of Bank of America worth $4.87M as of Q2 2026.
  • Larson Financial Group sold 1,650 Bank of America shares in Q2 2026, an estimated $87.8K.
  • Bank of America made up 0.13% of Larson Financial Group's portfolio in Q2 2026, its #135 holding.
  • Larson Financial Group first reported a position in Bank of America in Q2 2019 and has held it in 29 quarters since.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.