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Matrix Trust Company’s Bank of America BAC Stock Holding History

Matrix Trust Company’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 		$18K Buy
+322
New +$17.1K ﹤0.01% 96

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Matrix Trust Company's BAC Position: Q2 2026 in Review

Matrix Trust Company opened a new position in Bank of America (BAC) in Q2 2026: 322 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #96 among its holdings.

649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Matrix Trust Company held 322 shares of Bank of America worth $18K as of Q2 2026.
  • Bank of America was a new Matrix Trust Company position in Q2 2026.
  • Bank of America made up ﹤0.01% of Matrix Trust Company's portfolio in Q2 2026, its #96 holding.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.