Meridian Financial’s Bank of America BAC Stock Holding History

Meridian Financial’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	$293K	Hold	5,151	–	–	0.14%	120
2026 Q1	$251K	Hold	5,151	–	–	0.14%	122
2025 Q4	$283K	Sell	5,151 -200	-4%	-$10.6K	0.15%	110
2025 Q3	$276K	Sell	5,351 -2	-0%	-$98	0.16%	108
2025 Q2	$253K	Buy	5,353 +2	+0%	+$84	0.16%	107
2025 Q1	$223K	Buy	5,351 +1	+0%	+$45	0.16%	109
2024 Q4	$235K	Sell	5,350 -750	-12%	-$33K	0.16%	103
2024 Q3	$242K	Sell	6,100 -1	-0%	-$40	0.16%	114
2024 Q2	$243K	Hold	6,101	–	–	0.18%	105
2024 Q1	$231K	Buy	6,101 +52	+0.9%	+$1.78K	0.17%	109
2023 Q4	$204K	Buy	+6,049	New	+$176K	0.16%	111
2022 Q3	–	Sell	-11,756	Closed	-$302K	–	87
2022 Q2	$302K	Sell	11,756 -3,501	-23%	-$126K	0.34%	64
2022 Q1	$811K	Buy	15,257 +7,075	+86%	+$319K	0.84%	28
2021 Q4	$688K	Buy	+8,182	New	+$373K	0.64%	37

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

Meridian Financial's BAC Position: Q2 2026 in Review

Meridian Financial held its Bank of America (BAC) position steady in Q2 2026 at 5,151 shares worth $293K. The position accounts for 0.14% of the portfolio, ranked #120.

Meridian Financial first reported a position in BAC in Q4 2021 and has held it in 14 quarters since. The position peaked at $811K in Q1 2022. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Meridian Financial held 5,151 shares of Bank of America worth $293K as of Q2 2026.
Meridian Financial left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.14% of Meridian Financial's portfolio in Q2 2026, its #120 holding.
Meridian Financial first reported a position in Bank of America in Q4 2021 and has held it in 14 quarters since.
Meridian Financial's Bank of America position peaked at $811K in Q1 2022.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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