LifeSteps Financial’s Bank of America BAC Stock Holding History

LifeSteps 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	$109K	Buy	+1,915	New	+$102K	0.05%	145
2024 Q2	–	Sell	-3,466	Closed	-$131K	–	112
2024 Q1	$131K	Buy	+3,466	New	+$119K	0.1%	96
2022 Q2	–	Sell	-5,150	Closed	-$212K	–	76
2022 Q1	$212K	Sell	5,150 -540	-9%	-$24.4K	0.16%	82
2021 Q4	$253K	Sell	5,690 -1,391	-20%	-$63.4K	0.18%	74
2021 Q3	$301K	Sell	7,081 -439	-6%	-$17.7K	0.23%	62
2021 Q2	$310K	Sell	7,520 -380	-5%	-$15.6K	0.24%	63
2021 Q1	$306K	Hold	7,900	–	–	0.26%	64
2020 Q4	$239K	Sell	7,900 -594	-7%	-$15.9K	0.22%	76
2020 Q3	$205K	Hold	8,494	–	–	0.22%	77
2020 Q2	$202K	Buy	+8,494	New	+$201K	0.23%	72
2020 Q1	–	Sell	-8,494	Closed	-$299K	–	78
2019 Q4	$299K	Buy	+8,494	New	+$275K	0.28%	66

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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

LifeSteps Financial's BAC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Bank of America (BAC) in Q2 2026: 1,915 shares worth $109K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in BAC as recently as Q1 2024.

LifeSteps Financial first reported a position in BAC in Q4 2019 and has held it in 11 quarters since. The position peaked at $310K in Q2 2021. 1,048 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

LifeSteps Financial held 1,915 shares of Bank of America worth $109K as of Q2 2026.
Bank of America was a new LifeSteps Financial position in Q2 2026.
Bank of America made up 0.05% of LifeSteps Financial's portfolio in Q2 2026, its #145 holding.
LifeSteps Financial first reported a position in Bank of America in Q4 2019 and has held it in 11 quarters since.
LifeSteps Financial's Bank of America position peaked at $310K in Q2 2021.
1,048 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.