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PFG Investments’s Bank of America BAC Stock Holding History

PFG Investments’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 		$8.19M Sell
143,817
-711
-0.5% -$37.8K 0.32% 58
2026
Q1 		$7.05M Sell
144,528
-20,722
-13% -$1.07M 0.33% 60
2025
Q4 		$9.09M Buy
165,250
+3,287
+2% +$174K 0.43% 41
2025
Q3 		$8.36M Buy
161,963
+43
+0% +$2.1K 0.43% 39
2025
Q2 		$7.66M Buy
161,920
+1,034
+0.6% +$43.5K 0.45% 39
2025
Q1 		$6.71M Sell
160,886
-1,578
-1% -$70.3K 0.43% 41
2024
Q4 		$7.14M Buy
162,464
+548
+0.3% +$24.1K 0.44% 34
2024
Q3 		$6.42M Sell
161,916
-4,295
-3% -$172K 0.41% 43
2024
Q2 		$6.61M Sell
166,211
-15,586
-9% -$597K 0.47% 34
2024
Q1 		$6.89M Buy
181,797
+136,798
+304% +$4.7M 0.42% 42
2023
Q4 		$1.52M Buy
44,999
+415
+0.9% +$12.1K 0.28% 75
2023
Q3 		$1.22M Sell
44,584
-8,871
-17% -$262K 0.23% 87
2023
Q2 		$1.53M Buy
53,455
+10,906
+26% +$311K 0.27% 83
2023
Q1 		$1.22M Buy
+42,549
New +$1.4M 0.25% 89

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

PFG Investments's BAC Position: Q2 2026 in Review

PFG Investments reduced its Bank of America (BAC) stake by 0.49% in Q2 2026, selling an estimated $37.8K and leaving 143,817 shares worth $8.19M. The position accounts for 0.32% of the portfolio, ranked #58.

PFG Investments first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.09M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • PFG Investments held 143,817 shares of Bank of America worth $8.19M as of Q2 2026.
  • PFG Investments sold 711 Bank of America shares in Q2 2026, an estimated $37.8K.
  • Bank of America made up 0.32% of PFG Investments's portfolio in Q2 2026, its #58 holding.
  • PFG Investments first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Bank of America position peaked at $9.09M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.