Northern Financial Advisors’s Bank of America BAC Stock Holding History

Northern Financial Advisors’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	$793K	Sell	13,911 -323	-2%	-$17.2K	0.52%	55
2026 Q1	$694K	Buy	14,234 +4,379	+44%	+$226K	0.51%	61
2025 Q4	$542K	Sell	9,855 -4,448	-31%	-$235K	0.62%	50
2025 Q3	$738K	Buy	14,303 +258	+2%	+$12.6K	0.39%	64
2025 Q2	$665K	Sell	14,045 -338	-2%	-$14.2K	0.5%	55
2025 Q1	$600K	Buy	14,383 +252	+2%	+$11.2K	0.5%	61
2024 Q4	$621K	Sell	14,131 -1,570	-10%	-$69.1K	0.5%	57
2024 Q3	$623K	Sell	15,701 -210	-1%	-$8.42K	0.47%	65
2024 Q2	$633K	Sell	15,911 -173	-1%	-$6.63K	0.51%	63
2024 Q1	$610K	Buy	16,084 +1	+0%	+$34	0.48%	70
2023 Q4	$542K	Sell	16,083 -3,073	-16%	-$89.5K	0.46%	68
2023 Q3	$524K	Sell	19,156 -573	-3%	-$17K	0.48%	65
2023 Q2	$566K	Sell	19,729 -1,856	-9%	-$53K	0.5%	65
2023 Q1	$617K	Buy	+21,585	New	+$713K	0.58%	58

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Financial Advisors's BAC Position: Q2 2026 in Review

Northern Financial Advisors reduced its Bank of America (BAC) stake by 2.3% in Q2 2026, selling an estimated $17.2K and leaving 13,911 shares worth $793K. The position accounts for 0.52% of the portfolio, ranked #55.

Northern Financial Advisors first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. 3,613 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Northern Financial Advisors held 13,911 shares of Bank of America worth $793K as of Q2 2026.
Northern Financial Advisors sold 323 Bank of America shares in Q2 2026, an estimated $17.2K.
Bank of America made up 0.52% of Northern Financial Advisors's portfolio in Q2 2026, its #55 holding.
Northern Financial Advisors first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
3,613 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.