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McDaniel Terry & Co’s Bank of America BAC Stock Holding History

McDaniel Terry & Co’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 		$226K Buy
+3,965
New +$211K 0.02% 79
2023
Q1 		– Sell
-6,342
Closed -$210K – 93
2022
Q4 		$210K Buy
+6,342
New +$218K 0.02% 86
2022
Q2 		– Sell
-6,255
Closed -$258K – 95
2022
Q1 		$258K Buy
+6,255
New +$282K 0.03% 84

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

McDaniel Terry & Co's BAC Position: Q2 2026 in Review

McDaniel Terry & Co opened a new position in Bank of America (BAC) in Q2 2026: 3,965 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #79 among its holdings. This is a return to the name: McDaniel Terry & Co previously reported a position in BAC as recently as Q4 2022.

McDaniel Terry & Co first reported a position in BAC in Q1 2022 and has held it in 3 quarters since. The position peaked at $258K in Q1 2022. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • McDaniel Terry & Co held 3,965 shares of Bank of America worth $226K as of Q2 2026.
  • Bank of America was a new McDaniel Terry & Co position in Q2 2026.
  • Bank of America made up 0.02% of McDaniel Terry & Co's portfolio in Q2 2026, its #79 holding.
  • McDaniel Terry & Co first reported a position in Bank of America in Q1 2022 and has held it in 3 quarters since.
  • McDaniel Terry & Co's Bank of America position peaked at $258K in Q1 2022.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on McDaniel Terry & Co's 13F filing for Q2 2026, filed 30 Jul 2026.