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Poinciana Advisors Group’s Bank of America BAC Stock Holding History

Poinciana Advisors 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 		$518K Hold
9,088
– – 0.38% 45
2026
Q1 		$443K Hold
9,088
– – 0.35% 46
2025
Q4 		$500K Buy
9,088
+82
+0.9% +$4.33K 0.39% 42
2025
Q3 		$465K Hold
9,006
– – 0.39% 43
2025
Q2 		$426K Buy
9,006
+118
+1% +$4.96K 0.38% 39
2025
Q1 		$371K Sell
8,888
-110
-1% -$4.9K 0.38% 39
2024
Q4 		$395K Buy
+8,998
New +$396K 0.4% 35

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Poinciana Advisors Group's BAC Position: Q2 2026 in Review

Poinciana Advisors Group held its Bank of America (BAC) position steady in Q2 2026 at 9,088 shares worth $518K. The position accounts for 0.38% of the portfolio, ranked #45.

Poinciana Advisors Group first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Poinciana Advisors Group held 9,088 shares of Bank of America worth $518K as of Q2 2026.
  • Poinciana Advisors Group left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.38% of Poinciana Advisors Group's portfolio in Q2 2026, its #45 holding.
  • Poinciana Advisors Group first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.