LGT Financial Advisors’s Bank of America BAC Stock Holding History

LGT Financial Advisors’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	–	Sell	-177	Closed	-$8.61K	–	224
2026 Q1	$8.61K	Buy	177 +1	+0.6%	+$52	0.04%	151
2025 Q4	$9.7K	Hold	176	–	–	0.06%	142
2025 Q3	$9.09K	Sell	176 -1	-0.6%	-$49	0.02%	240
2025 Q2	$8.36K	Buy	177 +137	+343%	+$5.76K	0.02%	225
2025 Q1	$1.67K	Sell	40 -2,900	-99%	-$129K	0.01%	265
2024 Q4	$129K	Buy	2,940 +2,900	+7,250%	+$128K	0.29%	71
2024 Q3	$1.59K	Sell	40 -449	-92%	-$18K	﹤0.01%	665
2024 Q2	$19.4K	Buy	489 +449	+1,123%	+$17.2K	0.04%	308
2024 Q1	$1.52K	Hold	40	–	–	﹤0.01%	754
2023 Q4	$1.35K	Sell	40 -500	-93%	-$14.6K	﹤0.01%	805
2023 Q3	$14.8K	Buy	+540	New	+$16K	0.02%	407

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

LGT Financial Advisors's BAC Position: Q2 2026 in Review

LGT Financial Advisors sold out of Bank of America (BAC) in Q2 2026, closing a stake of 177 shares — an estimated $8.61K sold.

LGT Financial Advisors first reported a position in BAC in Q3 2023 and held it in 11 quarters. The position peaked at $129K in Q4 2024. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

LGT Financial Advisors reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
LGT Financial Advisors sold 177 Bank of America shares in Q2 2026, an estimated $8.61K.
LGT Financial Advisors first reported a position in Bank of America in Q3 2023 and held it in 11 quarters.
LGT Financial Advisors's Bank of America position peaked at $129K in Q4 2024.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.