Private Advisor Group’s Bank of America BAC Stock Holding History

Private Advisor 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
2024 Q1	–	Hold	0	–	-$1.75K	–	2332
2023 Q4	–	Hold	0	–	–	–	2231
2023 Q3	–	Hold	0	–	–	–	2263
2015 Q1	–	Sell	-50,000	Closed	-$46K	–	1003
2014 Q4	$46K	Buy	+50,000	New	+$856K	﹤0.01%	940
2014 Q3	–	Sell	-19,500	Closed	-$14K	–	1268
2014 Q2	$14K	Hold	19,500	–	–	﹤0.01%	902
2014 Q1	$27K	Buy	+19,500	New	+$328K	﹤0.01%	794

Other funds holding BAC

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Private Advisor Group's BAC Position: Q2 2026 in Review

Private Advisor Group increased its Bank of America (BAC) stake by 2.7% in Q2 2026, buying an estimated $731K and bringing the position to 521,625 shares worth $29.7M. The position accounts for 0.14% of the portfolio, ranked #161.

Private Advisor Group first reported a position in BAC in Q4 2013 and has held it in 51 quarters since. The position peaked at $35.4M in Q3 2021. 1,526 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Private Advisor Group held 521,625 shares of Bank of America worth $29.7M as of Q2 2026.
Private Advisor Group bought 13,740 Bank of America shares in Q2 2026, an estimated $731K.
Bank of America made up 0.14% of Private Advisor Group's portfolio in Q2 2026, its #161 holding.
Private Advisor Group first reported a position in Bank of America in Q4 2013 and has held it in 51 quarters since.
Private Advisor Group's Bank of America position peaked at $35.4M in Q3 2021.
1,526 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.