Magnus Financial Group’s Bank of America BAC Stock Holding History

Magnus Financial 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	$1.4M	Buy	24,597 +1,085	+5%	+$57.7K	0.1%	129
2026 Q1	$1.15M	Sell	23,512 -3,748	-14%	-$193K	0.09%	140
2025 Q4	$1.5M	Buy	27,260 +2,492	+10%	+$132K	0.11%	136
2025 Q3	$1.28M	Buy	24,768 +1,128	+5%	+$55K	0.1%	147
2025 Q2	$1.12M	Buy	23,640 +2,399	+11%	+$101K	0.1%	153
2025 Q1	$886K	Buy	21,241 +122	+0.6%	+$5.44K	0.09%	165
2024 Q4	$928K	Buy	21,119 +4,377	+26%	+$193K	0.09%	158
2024 Q3	$664K	Sell	16,742 -18,831	-53%	-$755K	0.07%	181
2024 Q2	$1.41M	Sell	35,573 -3,422	-9%	-$131K	0.16%	104
2024 Q1	$1.48M	Sell	38,995 -2,660	-6%	-$91.3K	0.18%	101
2023 Q4	$1.4M	Sell	41,655 -2,217	-5%	-$64.5K	0.18%	91
2023 Q3	$1.2M	Sell	43,872 -432	-1%	-$12.8K	0.18%	93
2023 Q2	$1.27M	Buy	44,304 +239	+0.5%	+$6.82K	0.18%	93
2023 Q1	$1.26M	Buy	44,065 +3,319	+8%	+$110K	0.19%	91
2022 Q4	$1.35M	Sell	40,746 -2,361	-5%	-$81.3K	0.22%	82
2022 Q3	$1.3M	Buy	43,107 +1,591	+4%	+$53.2K	0.25%	77
2022 Q2	$1.29M	Buy	41,516 +1,521	+4%	+$54.8K	0.24%	77
2022 Q1	$1.65M	Buy	39,995 +22,698	+131%	+$1.02M	0.28%	68
2021 Q4	$770K	Buy	17,297 +225	+1%	+$10.3K	0.15%	106
2021 Q3	$725K	Sell	17,072 -542	-3%	-$21.8K	0.15%	95
2021 Q2	$726K	Buy	17,614 +224	+1%	+$9.18K	0.16%	93
2021 Q1	$673K	Sell	17,390 -12,597	-42%	-$435K	0.16%	89
2020 Q4	$909K	Buy	29,987 +1,101	+4%	+$29.5K	0.09%	81
2020 Q3	$696K	Sell	28,886 -6,370	-18%	-$159K	0.08%	93
2020 Q2	$837K	Sell	35,256 -6,223	-15%	-$147K	0.09%	87
2020 Q1	$881K	Sell	41,479 -276	-0.7%	-$8.27K	0.12%	83
2019 Q4	$1.47M	Buy	41,755 +3,054	+8%	+$98.7K	0.21%	55
2019 Q3	$1.13M	Sell	38,701 -5,549	-13%	-$160K	0.21%	54
2019 Q2	$1.28M	Buy	44,250 +14,210	+47%	+$410K	0.25%	52
2019 Q1	$829K	Sell	30,040 -20,615	-41%	-$583K	0.17%	64
2018 Q4	$1.25M	Buy	+50,655	New	+$1.37M	0.33%	41

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

Magnus Financial Group's BAC Position: Q2 2026 in Review

Magnus Financial Group increased its Bank of America (BAC) stake by 4.6% in Q2 2026, buying an estimated $57.7K and bringing the position to 24,597 shares worth $1.4M. The position accounts for 0.1% of the portfolio, ranked #129.

Magnus Financial Group first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.65M in Q1 2022. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Magnus Financial Group held 24,597 shares of Bank of America worth $1.4M as of Q2 2026.
Magnus Financial Group bought 1,085 Bank of America shares in Q2 2026, an estimated $57.7K.
Bank of America made up 0.1% of Magnus Financial Group's portfolio in Q2 2026, its #129 holding.
Magnus Financial Group first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
Magnus Financial Group's Bank of America position peaked at $1.65M in Q1 2022.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.