Perryman Financial Advisory’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.95M Buy
174,545
+5,660
+3% +$301K 1.32% 21
2026
Q1
$8.23M Buy
168,885
+1,519
+0.9% +$78.4K 1.23% 27
2025
Q4
$9.21M Buy
+167,366
New +$8.85M 1.35% 19

Other funds holding BAC

Perryman Financial Advisory's BAC Position: Q2 2026 in Review

Perryman Financial Advisory increased its Bank of America (BAC) stake by 3.4% in Q2 2026, buying an estimated $301K and bringing the position to 174,545 shares worth $9.95M. The position accounts for 1.32% of the portfolio, ranked #21.

Perryman Financial Advisory first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Perryman Financial Advisory held 174,545 shares of Bank of America worth $9.95M as of Q2 2026.
  • Perryman Financial Advisory bought 5,660 Bank of America shares in Q2 2026, an estimated $301K.
  • Bank of America made up 1.32% of Perryman Financial Advisory's portfolio in Q2 2026, its #21 holding.
  • Perryman Financial Advisory first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.