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Marshall Financial Group (Maryland)’s Bank of America BAC Stock Holding History

Marshall Financial Group (Maryland)’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 		$828K Buy
14,532
+260
+2% +$13.8K 0.12% 160
2026
Q1 		$696K Sell
14,272
-198
-1% -$10.2K 0.11% 172
2025
Q4 		$796K Sell
14,470
-4,899
-25% -$259K 0.15% 156
2025
Q3 		$999K Buy
19,369
+165
+0.9% +$8.05K 0.19% 130
2025
Q2 		$934K Sell
19,204
-978
-5% -$41.1K 0.18% 135
2025
Q1 		$842K Sell
20,182
-504
-2% -$22.5K 0.18% 135
2024
Q4 		$909K Sell
20,686
-674
-3% -$29.7K 0.22% 118
2024
Q3 		$848K Buy
21,360
+274
+1% +$11K 0.2% 133
2024
Q2 		$839K Sell
21,086
-24
-0.1% -$920 0.23% 112
2024
Q1 		$800K Sell
21,110
-1,200
-5% -$41.2K 0.23% 114
2023
Q4 		$751K Buy
22,310
+112
+0.5% +$3.26K 0.24% 113
2023
Q3 		$608K Buy
22,198
+2,725
+14% +$80.6K 0.22% 115
2023
Q2 		$559K Sell
19,473
-2,288
-11% -$65.3K 0.19% 120
2023
Q1 		$622K Buy
21,761
+500
+2% +$16.5K 0.22% 120
2022
Q4 		$704K Sell
21,261
-1,964
-8% -$67.6K 0.27% 115
2022
Q3 		$701K Sell
23,225
-403
-2% -$13.5K 0.3% 108
2022
Q2 		$736K Sell
23,628
-2,430
-9% -$87.5K 0.29% 113
2022
Q1 		$1.07M Sell
26,058
-2,559
-9% -$115K 0.44% 81
2021
Q4 		$1.27M Sell
28,617
-9,665
-25% -$440K 0.47% 71
2021
Q3 		$1.63M Sell
38,282
-2,312
-6% -$93.1K 0.84% 17
2021
Q2 		$1.67M Sell
40,594
-35
-0.1% -$1.44K 0.9% 16
2021
Q1 		$1.57M Buy
40,629
+33,936
+507% +$1.17M 0.94% 23
2020
Q4 		$203K Buy
+6,693
New +$179K 0.13% 120

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

Marshall Financial Group (Maryland)'s BAC Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Bank of America (BAC) stake by 1.8% in Q2 2026, buying an estimated $13.8K and bringing the position to 14,532 shares worth $828K. The position accounts for 0.12% of the portfolio, ranked #160.

Marshall Financial Group (Maryland) first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.67M in Q2 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Marshall Financial Group (Maryland) held 14,532 shares of Bank of America worth $828K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 260 Bank of America shares in Q2 2026, an estimated $13.8K.
  • Bank of America made up 0.12% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #160 holding.
  • Marshall Financial Group (Maryland) first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Bank of America position peaked at $1.67M in Q2 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.