Marquette Asset Management’s Bank of America BAC Stock Holding History

Marquette Asset Management’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	$34.9K	Sell	612 -388	-39%	-$20.6K	﹤0.01%	191
2026 Q1	$48.8K	Buy	1,000 +158	+19%	+$8.15K	0.01%	109
2025 Q4	$46.3K	Buy	842 +254	+43%	+$13.4K	0.01%	106
2025 Q3	$30.3K	Buy	+588	New	+$28.7K	﹤0.01%	123
2024 Q1	–	Sell	-633	Closed	-$21.3K	–	200
2023 Q4	$21.3K	Sell	633 -100	-14%	-$2.91K	﹤0.01%	159
2023 Q3	$20.1K	Sell	733 -220	-23%	-$6.51K	﹤0.01%	172
2023 Q2	$27.3K	Buy	953 +733	+333%	+$20.9K	0.01%	169
2023 Q1	$6.29K	Hold	220	–	–	﹤0.01%	188
2022 Q4	$7.29K	Buy	+220	New	+$7.58K	﹤0.01%	189
2019 Q2	–	Sell	-365	Closed	-$10K	–	256
2019 Q1	$10K	Buy	+365	New	+$10.3K	﹤0.01%	247

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Marquette Asset Management's BAC Position: Q2 2026 in Review

Marquette Asset Management reduced its Bank of America (BAC) stake by 39% in Q2 2026, selling an estimated $20.6K and leaving 612 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Marquette Asset Management first reported a position in BAC in Q1 2019 and has held it in 10 quarters since. The position peaked at $48.8K in Q1 2026. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Marquette Asset Management held 612 shares of Bank of America worth $34.9K as of Q2 2026.
Marquette Asset Management sold 388 Bank of America shares in Q2 2026, an estimated $20.6K.
Bank of America made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #191 holding.
Marquette Asset Management first reported a position in Bank of America in Q1 2019 and has held it in 10 quarters since.
Marquette Asset Management's Bank of America position peaked at $48.8K in Q1 2026.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.