Laurie J. Hall Trustee’s Bank of America BAC Stock Holding History

Laurie J. Hall Trustee’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	$314K	Hold	5,507	–	–	0.1%	86
2026 Q1	$268K	Hold	5,507	–	–	0.09%	90
2025 Q4	$303K	Hold	5,507	–	–	0.1%	88
2025 Q3	$284K	Hold	5,507	–	–	0.09%	95
2025 Q2	$261K	Hold	5,507	–	–	0.09%	100
2025 Q1	$230K	Sell	5,507 -2,350	-30%	-$105K	0.08%	103
2024 Q4	$346K	Hold	7,857	–	–	0.11%	96
2024 Q3	$312K	Sell	7,857 -100	-1%	-$4.01K	0.1%	105
2024 Q2	$317K	Hold	7,957	–	–	0.11%	91
2024 Q1	$302K	Hold	7,957	–	–	0.11%	91
2023 Q4	$268K	Hold	7,957	–	–	0.1%	96
2023 Q3	$217K	Hold	7,957	–	–	0.09%	98
2023 Q2	$229K	Hold	7,957	–	–	0.09%	103
2023 Q1	$227K	Sell	7,957 -300	-4%	-$9.9K	0.1%	100
2022 Q4	$274K	Hold	8,257	–	–	0.12%	88
2022 Q3	$250K	Sell	8,257 -300	-4%	-$10K	0.12%	85
2022 Q2	$266K	Hold	8,557	–	–	0.12%	88
2022 Q1	$353K	Hold	8,557	–	–	0.14%	86
2021 Q4	$381K	Hold	8,557	–	–	0.13%	86
2021 Q3	$364K	Hold	8,557	–	–	0.14%	83
2021 Q2	$353K	Hold	8,557	–	–	0.13%	89
2021 Q1	$331K	Buy	8,557 +600	+8%	+$20.7K	0.13%	90
2020 Q4	$241K	Sell	7,957 -2,725	-26%	-$73K	0.1%	103
2020 Q3	$258K	Buy	+10,682	New	+$266K	0.12%	95
2019 Q4	$482K	Hold	13,682	–	–	0.22%	71
2019 Q3	$399K	Sell	13,682 -200	-1%	-$5.75K	0.2%	79
2019 Q2	$402K	Hold	13,882	–	–	0.21%	77
2019 Q1	$383K	Hold	13,882	–	–	0.2%	78
2018 Q4	$398K	Hold	13,882	–	–	0.22%	72
2018 Q3	$409K	Sell	13,882 -192	-1%	-$5.85K	0.22%	75
2018 Q2	$397K	Hold	14,074	–	–	0.23%	71
2018 Q1	$422K	Hold	14,074	–	–	0.26%	66
2017 Q4	$415K	Buy	14,074 +1,342	+11%	+$37K	0.24%	70
2017 Q3	$323K	Hold	12,732	–	–	0.2%	72
2017 Q2	$309K	Hold	12,732	–	–	0.2%	74
2017 Q1	$295K	Buy	12,732 +5,000	+65%	+$119K	0.19%	77
2016 Q4	$176K	Buy	+7,732	New	+$149K	0.11%	97
2016 Q2	$102K	Buy	7,732 +1,707	+28%	+$24K	0.07%	122
2016 Q1	$91K	Buy	6,025 +233	+4%	+$3.15K	0.06%	125
2015 Q4	$71K	Buy	+5,792	New	+$97.9K	0.05%	125

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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 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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Laurie J. Hall Trustee's BAC Position: Q2 2026 in Review

Laurie J. Hall Trustee held its Bank of America (BAC) position steady in Q2 2026 at 5,507 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #86.

Laurie J. Hall Trustee first reported a position in BAC in Q4 2015 and has held it in 40 quarters since. The position peaked at $482K in Q4 2019. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Laurie J. Hall Trustee held 5,507 shares of Bank of America worth $314K as of Q2 2026.
Laurie J. Hall Trustee left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.1% of Laurie J. Hall Trustee's portfolio in Q2 2026, its #86 holding.
Laurie J. Hall Trustee first reported a position in Bank of America in Q4 2015 and has held it in 40 quarters since.
Laurie J. Hall Trustee's Bank of America position peaked at $482K in Q4 2019.
649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Laurie J. Hall Trustee's 13F filing for Q2 2026, filed 9 Jul 2026.