PFS
BAC icon

Physicians Financial Services’s Bank of America BAC Stock Holding History

Physicians Financial 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 		$1.31M Hold
22,994
– – 0.33% 58
2026
Q1 		$1.12M Hold
22,994
– – 0.31% 56
2025
Q4 		$1.26M Sell
22,994
-700
-3% -$37K 0.34% 52
2025
Q3 		$1.22M Sell
23,694
-70
-0.3% -$3.42K 0.33% 53
2025
Q2 		$1.13M Sell
23,764
-1,957
-8% -$82.3K 0.34% 55
2025
Q1 		$1.07M Sell
25,721
-650
-2% -$29K 0.34% 51
2024
Q4 		$1.16M Sell
26,371
-200
-0.8% -$8.8K 0.35% 55
2024
Q3 		$1.05M Sell
26,571
-440
-2% -$17.6K 0.33% 56
2024
Q2 		$1.07M Sell
27,011
-440
-2% -$16.9K 0.35% 58
2024
Q1 		$1.04M Hold
27,451
– – 0.37% 59
2023
Q4 		$924K Sell
27,451
-950
-3% -$27.7K 0.35% 59
2023
Q3 		$778K Sell
28,401
-650
-2% -$19.2K 0.32% 64
2023
Q2 		$833K Sell
29,051
-1,235
-4% -$35.2K 0.33% 65
2023
Q1 		$866K Hold
30,286
– – 0.37% 63
2022
Q4 		$1M Sell
30,286
-100
-0.3% -$3.44K 0.45% 60
2022
Q3 		$918K Hold
30,386
– – 0.44% 59
2022
Q2 		$946K Sell
30,386
-200
-0.7% -$7.2K 0.42% 58
2022
Q1 		$1.26M Sell
30,586
-340
-1% -$15.3K 0.48% 54
2021
Q4 		$1.38M Sell
30,926
-950
-3% -$43.3K 0.51% 52
2021
Q3 		$1.35M Sell
31,876
-300
-0.9% -$12.1K 0.55% 53
2021
Q2 		$1.33M Sell
32,176
-1,765
-5% -$72.4K 0.54% 53
2021
Q1 		$1.31M Buy
33,941
+13,860
+69% +$478K 0.56% 52
2020
Q4 		$609K Sell
20,081
-4,948
-20% -$133K 0.29% 69
2020
Q3 		$603K Sell
25,029
-50
-0.2% -$1.25K 0.3% 67
2020
Q2 		$596K Buy
25,079
+600
+2% +$14.2K 0.33% 67
2020
Q1 		$520K Buy
24,479
+4,100
+20% +$123K 0.36% 64
2019
Q4 		$718K Buy
20,379
+300
+1% +$9.7K 0.39% 66
2019
Q3 		$586K Buy
20,079
+900
+5% +$25.9K 0.34% 71
2019
Q2 		$556K Hold
19,179
– – 0.33% 73
2019
Q1 		$529K Hold
19,179
– – 0.33% 73
2018
Q4 		$473K Buy
+19,179
New +$520K 0.34% 71
2018
Q1 		– Sell
-17,129
Closed -$506K – 104
2017
Q4 		$506K Hold
17,129
– – 0.39% 74
2017
Q3 		$434K Hold
17,129
– – 0.35% 77
2017
Q2 		$416K Buy
17,129
+4,348
+34% +$101K 0.35% 80
2017
Q1 		$302K Sell
12,781
-2,000
-14% -$47.5K 0.26% 89
2016
Q4 		$216K Hold
14,781
– – 0.18% 103
2016
Q3 		$231K Buy
14,781
+400
+3% +$5.96K 0.19% 97
2016
Q2 		$190K Hold
14,381
– – 0.17% 104
2016
Q1 		$194K Hold
14,381
– – 0.18% 106
2015
Q4 		$242K Buy
+14,381
New +$243K 0.22% 95

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

Physicians Financial Services's BAC Position: Q2 2026 in Review

Physicians Financial Services held its Bank of America (BAC) position steady in Q2 2026 at 22,994 shares worth $1.31M. The position accounts for 0.33% of the portfolio, ranked #58.

Physicians Financial Services first reported a position in BAC in Q4 2015 and has held it in 40 quarters since. The position peaked at $1.38M in Q4 2021. 1,291 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Physicians Financial Services held 22,994 shares of Bank of America worth $1.31M as of Q2 2026.
  • Physicians Financial Services left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.33% of Physicians Financial Services's portfolio in Q2 2026, its #58 holding.
  • Physicians Financial Services first reported a position in Bank of America in Q4 2015 and has held it in 40 quarters since.
  • Physicians Financial Services's Bank of America position peaked at $1.38M in Q4 2021.
  • 1,291 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.