LPL Financial
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LPL Financial’s Bank of America BAC Stock Holding History

LPL 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 		$512M Buy
8,977,596
+317,887
+4% +$16.9M 0.11% 185
2026
Q1 		$422M Sell
8,659,709
-137,105
-2% -$7.07M 0.11% 187
2025
Q4 		$484M Buy
8,796,814
+216,658
+3% +$11.5M 0.13% 154
2025
Q3 		$443M Buy
8,580,156
+406,412
+5% +$19.8M 0.13% 153
2025
Q2 		$387M Buy
8,173,744
+655,748
+9% +$27.6M 0.13% 149
2025
Q1 		$314M Buy
7,517,996
+490,119
+7% +$21.8M 0.12% 161
2024
Q4 		$309M Buy
7,027,877
+466,051
+7% +$20.5M 0.13% 146
2024
Q3 		$260M Buy
6,561,826
+292,063
+5% +$11.7M 0.12% 157
2024
Q2 		$249M Buy
6,269,763
+283,671
+5% +$10.9M 0.12% 147
2024
Q1 		$227M Buy
5,986,092
+114,753
+2% +$3.94M 0.12% 158
2023
Q4 		$198M Buy
5,871,339
+406,766
+7% +$11.8M 0.12% 159
2023
Q3 		$150M Buy
5,464,573
+109,711
+2% +$3.25M 0.1% 175
2023
Q2 		$154M Buy
5,354,862
+532,910
+11% +$15.2M 0.11% 165
2023
Q1 		$138M Buy
4,821,952
+282,197
+6% +$9.32M 0.11% 170
2022
Q4 		$150M Buy
4,539,755
+31,757
+0.7% +$1.09M 0.13% 155
2022
Q3 		$136M Buy
4,507,998
+237,230
+6% +$7.93M 0.13% 149
2022
Q2 		$133M Buy
4,270,768
+28,620
+0.7% +$1.03M 0.13% 155
2022
Q1 		$175M Buy
4,242,148
+248,626
+6% +$11.2M 0.15% 126
2021
Q4 		$178M Buy
3,993,522
+386,778
+11% +$17.6M 0.15% 132
2021
Q3 		$153M Buy
3,606,744
+199,347
+6% +$8.03M 0.14% 133
2021
Q2 		$140M Buy
3,407,397
+134,797
+4% +$5.53M 0.14% 136
2021
Q1 		$127M Buy
3,272,600
+189,231
+6% +$6.53M 0.15% 133
2020
Q4 		$93.5M Buy
3,083,369
+225,168
+8% +$6.04M 0.12% 161
2020
Q3 		$68.9M Sell
2,858,201
-32,926
-1% -$820K 0.11% 180
2020
Q2 		$68.7M Buy
2,891,127
+217,445
+8% +$5.14M 0.12% 158
2020
Q1 		$56.8M Buy
2,673,682
+337,540
+14% +$10.1M 0.12% 152
2019
Q4 		$82.3M Buy
2,336,142
+48,144
+2% +$1.56M 0.15% 129
2019
Q3 		$66.7M Sell
2,287,998
-67,544
-3% -$1.94M 0.14% 136
2019
Q2 		$68.3M Sell
2,355,542
-383,400
-14% -$11.1M 0.15% 126
2019
Q1 		$75.6M Sell
2,738,942
-18,687
-0.7% -$528K 0.17% 113
2018
Q4 		$67.9M Sell
2,757,629
-175,934
-6% -$4.77M 0.18% 110
2018
Q3 		$86.4M Buy
2,933,563
+20,238
+0.7% +$616K 0.21% 93
2018
Q2 		$82.1M Buy
2,913,325
+74,978
+3% +$2.24M 0.22% 93
2018
Q1 		$85.1M Buy
2,838,347
+446,336
+19% +$14M 0.23% 88
2017
Q4 		$70.6M Buy
2,392,011
+210,176
+10% +$5.79M 0.21% 92
2017
Q3 		$55.3M Buy
2,181,835
+110,535
+5% +$2.68M 0.2% 98
2017
Q2 		$50.3M Buy
2,071,300
+1,923,009
+1,297% +$44.8M 0.19% 103
2017
Q1 		$3.5M Buy
148,291
+21,573
+17% +$512K 0.02% 563
2016
Q4 		$2.85M Sell
126,718
-56,760
-31% -$1.09M 0.02% 628
2016
Q3 		$2.9M Buy
183,478
+22,647
+14% +$337K 0.03% 586
2016
Q2 		$2.07M Sell
160,831
-2,734,572
-94% -$38.4M 0.02% 753
2016
Q1 		$38.2M Sell
2,895,403
-394,589
-12% -$5.33M 0.11% 176
2015
Q4 		$54.1M Buy
3,289,992
+1,486,088
+82% +$25.1M 0.15% 137
2015
Q3 		$28.3M Buy
1,803,904
+2,564
+0.1% +$43.1K 0.16% 131
2015
Q2 		$30.5M Buy
1,801,340
+3,174
+0.2% +$52.3K 0.15% 137
2015
Q1 		$27.7M Sell
1,798,166
-100,834
-5% -$1.62M 0.14% 140
2014
Q4 		$34M Buy
1,899,000
+109,617
+6% +$1.88M 0.19% 111
2014
Q3 		$30.1M Buy
1,789,383
+322,000
+22% +$5.13M 0.18% 120
2014
Q2 		$22.6M Buy
1,467,383
+64,826
+5% +$1.01M 0.13% 160
2014
Q1 		$24.1M Buy
1,402,557
+87,043
+7% +$1.46M 0.15% 144
2013
Q4 		$20.5M Buy
1,315,514
+21,566
+2% +$320K 0.13% 155
2013
Q3 		$18.6M Sell
1,293,948
-186,998
-13% -$2.67M 0.12% 159
2013
Q2 		$19M Buy
+1,480,946
New +$18.9M 0.14% 135

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LPL Financial's BAC Position: Q2 2026 in Review

LPL Financial increased its Bank of America (BAC) stake by 3.7% in Q2 2026, buying an estimated $16.9M and bringing the position to 8,977,596 shares worth $512M. The position accounts for 0.11% of the portfolio, ranked #185.

LPL Financial first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. 2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • LPL Financial held 8,977,596 shares of Bank of America worth $512M as of Q2 2026.
  • LPL Financial bought 317,887 Bank of America shares in Q2 2026, an estimated $16.9M.
  • Bank of America made up 0.11% of LPL Financial's portfolio in Q2 2026, its #185 holding.
  • LPL Financial first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.