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Merit Financial Group’s Bank of America BAC Stock Holding History

Merit Financial Group’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 		$17.3M Buy
303,227
+21,183
+8% +$1.13M 0.11% 168
2026
Q1 		$13.7M Buy
282,044
+31,376
+13% +$1.62M 0.1% 180
2025
Q4 		$13.8M Buy
250,668
+45,014
+22% +$2.38M 0.11% 153
2025
Q3 		$10.6M Buy
205,654
+10,550
+5% +$515K 0.1% 169
2025
Q2 		$9.23M Buy
195,104
+22,593
+13% +$951K 0.1% 157
2025
Q1 		$7.2M Buy
172,511
+37,126
+27% +$1.65M 0.11% 152
2024
Q4 		$5.95M Buy
135,385
+34,881
+35% +$1.53M 0.11% 162
2024
Q3 		$3.99M Sell
100,504
-17,609
-15% -$706K 0.09% 174
2024
Q2 		$4.7M Sell
118,113
-16,219
-12% -$622K 0.1% 154
2024
Q1 		$5M Buy
134,332
+28,236
+27% +$969K 0.12% 138
2023
Q4 		$3.57M Buy
106,096
+23,261
+28% +$677K 0.11% 127
2023
Q3 		$2.27M Sell
82,835
-996
-1% -$29.5K 0.07% 199
2023
Q2 		$2.41M Buy
83,831
+6,749
+9% +$193K 0.08% 196
2023
Q1 		$2.2M Sell
77,082
-2,875
-4% -$94.9K 0.08% 194
2022
Q4 		$2.65M Buy
79,957
+22,420
+39% +$772K 0.1% 159
2022
Q3 		$1.74M Sell
57,537
-20,973
-27% -$701K 0.08% 173
2022
Q2 		$2.44M Buy
78,510
+43,023
+121% +$1.55M 0.08% 164
2022
Q1 		$1.46M Buy
35,487
+14,201
+67% +$641K 0.09% 125
2021
Q4 		$947K Buy
21,286
+627
+3% +$28.6K 0.09% 103
2021
Q3 		$877K Sell
20,659
-380
-2% -$15.3K 0.09% 110
2021
Q2 		$867K Sell
21,039
-165
-0.8% -$6.76K 0.08% 109
2021
Q1 		$820K Buy
21,204
+8,707
+70% +$300K 0.09% 105
2020
Q4 		$379K Sell
12,497
-3,283
-21% -$88K 0.04% 152
2020
Q3 		$380K Sell
15,780
-1,159
-7% -$28.9K 0.03% 162
2020
Q2 		$402K Buy
16,939
+4,107
+32% +$97K 0.04% 146
2020
Q1 		$272K Sell
12,832
-1,008
-7% -$30.2K 0.03% 173
2019
Q4 		$487K Buy
+13,840
New +$447K 0.04% 143
2018
Q1 		– Sell
-17,736
Closed -$523K – 110
2017
Q4 		$523K Buy
+17,736
New +$489K 0.11% 40

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

Merit Financial Group's BAC Position: Q2 2026 in Review

Merit Financial Group increased its Bank of America (BAC) stake by 7.5% in Q2 2026, buying an estimated $1.13M and bringing the position to 303,227 shares worth $17.3M. The position accounts for 0.11% of the portfolio, ranked #168.

Merit Financial Group first reported a position in BAC in Q4 2017 and has held it in 28 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Merit Financial Group held 303,227 shares of Bank of America worth $17.3M as of Q2 2026.
  • Merit Financial Group bought 21,183 Bank of America shares in Q2 2026, an estimated $1.13M.
  • Bank of America made up 0.11% of Merit Financial Group's portfolio in Q2 2026, its #168 holding.
  • Merit Financial Group first reported a position in Bank of America in Q4 2017 and has held it in 28 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.