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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 		$28.5K Buy
+500
New +$26.6K ﹤0.01% 2322
2020
Q4 		– Sell
-5,940
Closed -$4K – 219
2020
Q3 		$4K Buy
+5,940
New +$148K ﹤0.01% 224

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.