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

Nadler 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 		$475K Sell
8,339
-6
-0.1% -$319 0.04% 91
2026
Q1 		$407K Hold
8,345
– – 0.04% 91
2025
Q4 		$459K Hold
8,345
– – 0.04% 83
2025
Q3 		$431K Sell
8,345
-180
-2% -$8.78K 0.04% 91
2025
Q2 		$403K Buy
8,525
+1
+0% +$42 0.04% 86
2025
Q1 		$356K Sell
8,524
-402
-5% -$17.9K 0.04% 88
2024
Q4 		$392K Sell
8,926
-402
-4% -$17.7K 0.04% 82
2024
Q3 		$370K Sell
9,328
-94
-1% -$3.77K 0.04% 83
2024
Q2 		$375K Sell
9,422
-531
-5% -$20.4K 0.04% 73
2024
Q1 		$377K Sell
9,953
-610
-6% -$20.9K 0.05% 75
2023
Q4 		$356K Sell
10,563
-139
-1% -$4.05K 0.05% 76
2023
Q3 		$293K Sell
10,702
-841
-7% -$24.9K 0.04% 81
2023
Q2 		$331K Sell
11,543
-101
-0.9% -$2.88K 0.05% 76
2023
Q1 		$333K Sell
11,644
-296
-2% -$9.77K 0.05% 79
2022
Q4 		$395K Buy
11,940
+21
+0.2% +$723 0.07% 68
2022
Q3 		$360K Buy
11,919
+50
+0.4% +$1.67K 0.07% 68
2022
Q2 		$369K Sell
11,869
-521
-4% -$18.8K 0.07% 73
2022
Q1 		$511K Sell
12,390
-1,045
-8% -$47.1K 0.08% 64
2021
Q4 		$598K Buy
13,435
+13
+0.1% +$592 0.09% 63
2021
Q3 		$570K Buy
13,422
+589
+5% +$23.7K 0.09% 67
2021
Q2 		$529K Buy
12,833
+107
+0.8% +$4.39K 0.09% 69
2021
Q1 		$492K Buy
12,726
+374
+3% +$12.9K 0.09% 67
2020
Q4 		$374K Sell
12,352
-489
-4% -$13.1K 0.07% 74
2020
Q3 		$309K Sell
12,841
-1,227
-9% -$30.5K 0.07% 77
2020
Q2 		$334K Buy
+14,068
New +$332K 0.08% 70
2017
Q2 		– Sell
-13,286
Closed -$313K – 80
2017
Q1 		$313K Sell
13,286
-1,701
-11% -$40.4K 0.11% 60
2016
Q4 		$331K Buy
+14,987
New +$289K 0.12% 61

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Nadler Financial Group reduced its Bank of America (BAC) stake by 0.07% in Q2 2026, selling an estimated $319 and leaving 8,339 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #91.

Nadler Financial Group first reported a position in BAC in Q4 2016 and has held it in 27 quarters since. The position peaked at $598K in Q4 2021. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Nadler Financial Group held 8,339 shares of Bank of America worth $475K as of Q2 2026.
  • Nadler Financial Group sold 6 Bank of America shares in Q2 2026, an estimated $319.
  • Bank of America made up 0.04% of Nadler Financial Group's portfolio in Q2 2026, its #91 holding.
  • Nadler Financial Group first reported a position in Bank of America in Q4 2016 and has held it in 27 quarters since.
  • Nadler Financial Group's Bank of America position peaked at $598K in Q4 2021.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.