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

Oxford 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 		$995K Sell
17,454
-880
-5% -$46.8K 0.05% 109
2026
Q1 		$894K Buy
18,334
+8,542
+87% +$441K 0.05% 108
2025
Q4 		$539K Sell
9,792
-2,185
-18% -$116K 0.03% 138
2025
Q3 		$618K Buy
11,977
+5,012
+72% +$245K 0.04% 126
2025
Q2 		$330K Sell
6,965
-1,125
-14% -$47.3K 0.02% 164
2025
Q1 		$338K Sell
8,090
-1,365
-14% -$60.8K 0.02% 164
2024
Q4 		$416K Sell
9,455
-467
-5% -$20.5K 0.03% 169
2024
Q3 		$394K Sell
9,922
-8,684
-47% -$348K 0.03% 168
2024
Q2 		$740K Buy
18,606
+8,790
+90% +$337K 0.05% 113
2024
Q1 		$372K Buy
9,816
+1,470
+18% +$50.5K 0.03% 163
2023
Q4 		$281K Buy
+8,346
New +$243K 0.02% 191
2023
Q3 		– Sell
-7,619
Closed -$219K – 268
2023
Q2 		$219K Buy
+7,619
New +$217K 0.02% 215

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Oxford Financial Group reduced its Bank of America (BAC) stake by 4.8% in Q2 2026, selling an estimated $46.8K and leaving 17,454 shares worth $995K. The position accounts for 0.05% of the portfolio, ranked #109.

Oxford Financial Group first reported a position in BAC in Q2 2023 and has held it in 12 quarters since. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Oxford Financial Group held 17,454 shares of Bank of America worth $995K as of Q2 2026.
  • Oxford Financial Group sold 880 Bank of America shares in Q2 2026, an estimated $46.8K.
  • Bank of America made up 0.05% of Oxford Financial Group's portfolio in Q2 2026, its #109 holding.
  • Oxford Financial Group first reported a position in Bank of America in Q2 2023 and has held it in 12 quarters since.
  • 3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.