Professional Advisory Services’s Bank of America BAC Stock Holding History

Professional Advisory 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	$455K	Buy	7,992 +1,750	+28%	+$93.1K	0.05%	64
2026 Q1	$304K	Hold	6,242	–	–	0.04%	71
2025 Q4	$343K	Hold	6,242	–	–	0.04%	69
2025 Q3	$322K	Hold	6,242	–	–	0.04%	72
2025 Q2	$295K	Hold	6,242	–	–	0.04%	69
2025 Q1	$260K	Hold	6,242	–	–	0.04%	69
2024 Q4	$274K	Hold	6,242	–	–	0.04%	68
2024 Q3	$248K	Hold	6,242	–	–	0.03%	71
2024 Q2	$248K	Hold	6,242	–	–	0.03%	69
2024 Q1	$237K	Hold	6,242	–	–	0.03%	69
2023 Q4	$210K	Buy	+6,242	New	+$182K	0.03%	68
2023 Q1	–	Sell	-6,342	Closed	-$210K	–	76
2022 Q4	$210K	Buy	+6,342	New	+$218K	0.03%	73
2022 Q2	–	Sell	-6,242	Closed	-$257K	–	72
2022 Q1	$257K	Hold	6,242	–	–	0.04%	68
2021 Q4	$278K	Hold	6,242	–	–	0.04%	68
2021 Q3	$265K	Hold	6,242	–	–	0.04%	68
2021 Q2	$257K	Hold	6,242	–	–	0.04%	69
2021 Q1	$242K	Buy	+6,242	New	+$215K	0.04%	66
2020 Q1	–	Sell	-6,242	Closed	-$220K	–	64
2019 Q4	$220K	Buy	+6,242	New	+$202K	0.04%	65

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Professional Advisory Services's BAC Position: Q2 2026 in Review

Professional Advisory Services increased its Bank of America (BAC) stake by 28% in Q2 2026, buying an estimated $93.1K and bringing the position to 7,992 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #64.

Professional Advisory Services first reported a position in BAC in Q4 2019 and has held it in 18 quarters since. 805 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Professional Advisory Services held 7,992 shares of Bank of America worth $455K as of Q2 2026.
Professional Advisory Services bought 1,750 Bank of America shares in Q2 2026, an estimated $93.1K.
Bank of America made up 0.05% of Professional Advisory Services's portfolio in Q2 2026, its #64 holding.
Professional Advisory Services first reported a position in Bank of America in Q4 2019 and has held it in 18 quarters since.
805 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Professional Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.