OHIS
BAC icon

Oak Harvest Investment Services’s Bank of America BAC Stock Holding History

Oak Harvest Investment Services’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 		$479K Sell
8,407
-270
-3% -$14.4K 0.04% 124
2026
Q1 		$423K Buy
8,677
+250
+3% +$12.9K 0.04% 128
2025
Q4 		$464K Buy
8,427
+1,548
+23% +$81.8K 0.05% 135
2025
Q3 		$355K Buy
6,879
+13
+0.2% +$634 0.04% 141
2025
Q2 		$325K Sell
6,866
-98
-1% -$4.12K 0.04% 131
2025
Q1 		$291K Buy
6,964
+128
+2% +$5.7K 0.04% 121
2024
Q4 		$300K Buy
6,836
+44
+0.6% +$1.94K 0.04% 134
2024
Q3 		$270K Sell
6,792
-1,325
-16% -$53.1K 0.04% 124
2024
Q2 		$323K Buy
8,117
+63
+0.8% +$2.41K 0.05% 107
2024
Q1 		$305K Buy
8,054
+30
+0.4% +$1.03K 0.05% 112
2023
Q4 		$270K Buy
8,024
+408
+5% +$11.9K 0.05% 105
2023
Q3 		$209K Sell
7,616
-17
-0.2% -$503 0.04% 104
2023
Q2 		$219K Buy
7,633
+56
+0.7% +$1.6K 0.05% 107
2023
Q1 		$217K Sell
7,577
-269
-3% -$8.88K 0.05% 102
2022
Q4 		$260K Sell
7,846
-244
-3% -$8.4K 0.07% 85
2022
Q3 		$244K Buy
+8,090
New +$270K 0.07% 85
2021
Q1 		– Sell
-11,838
Closed -$359K – 72
2020
Q4 		$359K Buy
+11,838
New +$317K 0.15% 61

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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

Oak Harvest Investment Services's BAC Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Bank of America (BAC) stake by 3.1% in Q2 2026, selling an estimated $14.4K and leaving 8,407 shares worth $479K. The position accounts for 0.04% of the portfolio, ranked #124.

Oak Harvest Investment Services first reported a position in BAC in Q4 2020 and has held it in 17 quarters since. 1,290 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Oak Harvest Investment Services held 8,407 shares of Bank of America worth $479K as of Q2 2026.
  • Oak Harvest Investment Services sold 270 Bank of America shares in Q2 2026, an estimated $14.4K.
  • Bank of America made up 0.04% of Oak Harvest Investment Services's portfolio in Q2 2026, its #124 holding.
  • Oak Harvest Investment Services first reported a position in Bank of America in Q4 2020 and has held it in 17 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.