McNamara Financial Services’s Bank of America BAC Stock Holding History

McNamara Financial Services’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	$326K	Hold	5,722	–	–	0.06%	93
2026 Q1	$279K	Hold	5,722	–	–	0.05%	87
2025 Q4	$315K	Hold	5,722	–	–	0.06%	81
2025 Q3	$295K	Hold	5,722	–	–	0.05%	76
2025 Q2	$271K	Hold	5,722	–	–	0.05%	78
2025 Q1	$239K	Buy	+5,722	New	+$255K	0.05%	82
2024 Q4	–	Sell	-6,155	Closed	-$244K	–	75
2024 Q3	$244K	Buy	+6,155	New	+$247K	0.05%	80

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

McNamara Financial Services's BAC Position: Q2 2026 in Review

McNamara Financial Services held its Bank of America (BAC) position steady in Q2 2026 at 5,722 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #93.

McNamara Financial Services first reported a position in BAC in Q3 2024 and has held it in 7 quarters since. 1,089 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

McNamara Financial Services held 5,722 shares of Bank of America worth $326K as of Q2 2026.
McNamara Financial Services left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.06% of McNamara Financial Services's portfolio in Q2 2026, its #93 holding.
McNamara Financial Services first reported a position in Bank of America in Q3 2024 and has held it in 7 quarters since.
1,089 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.