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	$1.29M	Sell	22,700 -2,300	-9%	-$122K	﹤0.01%	4185
2026 Q1	$1.22M	Sell	25,000 -7,800	-24%	-$402K	﹤0.01%	3999
2025 Q4	$1.8M	Sell	32,800 -5,100	-13%	-$270K	﹤0.01%	3509
2025 Q3	$1.96M	Sell	37,900 -3,100	-8%	-$151K	﹤0.01%	3333
2025 Q2	$1.94M	Sell	41,000 -16,300	-28%	-$686K	﹤0.01%	3143
2025 Q1	$2.39M	Buy	57,300 +35,500	+163%	+$1.58M	﹤0.01%	2781
2024 Q4	$958K	Sell	21,800 -43,100	-66%	-$1.9M	﹤0.01%	3520
2024 Q3	$2.58M	Buy	64,900 +23,300	+56%	+$934K	﹤0.01%	2489
2024 Q2	$1.65M	Buy	+41,600	New	+$1.59M	﹤0.01%	2779
2023 Q4	–	Sell	-95,400	Closed	-$2.61M	–	4803
2023 Q3	$2.61M	Buy	95,400 +70,000	+276%	+$2.07M	﹤0.01%	2086
2023 Q2	$729K	Buy	+25,400	New	+$725K	﹤0.01%	3127

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 3,610 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.
3,610 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.