LRI Investments’s Bank of America BAC Stock Holding History

LRI Investments’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	$2.34M	Buy	41,153 +173	+0.4%	+$9.2K	0.19%	64
2026 Q1	$2M	Buy	40,980 +1,210	+3%	+$62.4K	0.18%	67
2025 Q4	$2.19M	Sell	39,770 -642	-2%	-$33.9K	0.18%	64
2025 Q3	$2.08M	Buy	40,412 +5,273	+15%	+$257K	0.17%	61
2025 Q2	$1.66M	Buy	35,139 +821	+2%	+$34.5K	0.14%	66
2025 Q1	$1.43M	Sell	34,318 -1,881	-5%	-$83.8K	0.14%	71
2024 Q4	$1.59M	Sell	36,199 -816	-2%	-$35.9K	0.15%	54
2024 Q3	$1.7M	Buy	37,015 +21,232	+135%	+$851K	0.16%	52
2024 Q2	$628K	Buy	15,783 +4,174	+36%	+$160K	0.07%	96
2024 Q1	$440K	Buy	+11,609	New	+$399K	0.11%	81

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

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

LRI Investments's BAC Position: Q2 2026 in Review

LRI Investments increased its Bank of America (BAC) stake by 0.42% in Q2 2026, buying an estimated $9.2K and bringing the position to 41,153 shares worth $2.34M. The position accounts for 0.19% of the portfolio, ranked #64.

LRI Investments first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 1,641 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

LRI Investments held 41,153 shares of Bank of America worth $2.34M as of Q2 2026.
LRI Investments bought 173 Bank of America shares in Q2 2026, an estimated $9.2K.
Bank of America made up 0.19% of LRI Investments's portfolio in Q2 2026, its #64 holding.
LRI Investments first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
1,641 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.