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Luts & Greenleigh Group’s Bank of America BAC Stock Holding History

Luts & Greenleigh Group’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 		$346K Sell
6,074
-131
-2% -$6.97K 0.26% 63
2026
Q1 		$302K Sell
6,205
-28
-0.4% -$1.45K 0.24% 63
2025
Q4 		$343K Buy
6,233
+32
+0.5% +$1.69K 0.29% 57
2025
Q3 		$320K Sell
6,201
-22
-0.4% -$1.07K 0.29% 61
2025
Q2 		$294K Buy
6,223
+351
+6% +$14.8K 0.28% 61
2025
Q1 		$245K Sell
5,872
-18
-0.3% -$802 0.24% 68
2024
Q4 		$259K Buy
5,890
+2
+0% +$88 0.26% 69
2024
Q3 		$234K Buy
5,888
+171
+3% +$6.85K 0.22% 72
2024
Q2 		$227K Buy
+5,717
New +$219K 0.24% 65

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Luts & Greenleigh Group's BAC Position: Q2 2026 in Review

Luts & Greenleigh Group reduced its Bank of America (BAC) stake by 2.1% in Q2 2026, selling an estimated $6.97K and leaving 6,074 shares worth $346K. The position accounts for 0.26% of the portfolio, ranked #63.

Luts & Greenleigh Group first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Luts & Greenleigh Group held 6,074 shares of Bank of America worth $346K as of Q2 2026.
  • Luts & Greenleigh Group sold 131 Bank of America shares in Q2 2026, an estimated $6.97K.
  • Bank of America made up 0.26% of Luts & Greenleigh Group's portfolio in Q2 2026, its #63 holding.
  • Luts & Greenleigh Group first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.