Purkiss Capital Advisors’s Bank of America BAC Stock Holding History

Purkiss Capital Advisors’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	$1.99M	Buy	34,866 +1,355	+4%	+$72.1K	0.76%	36
2026 Q1	$1.63M	Buy	33,511 +4,981	+17%	+$257K	0.72%	36
2025 Q4	$1.57M	Sell	28,530 -2,117	-7%	-$112K	0.74%	31
2025 Q3	$1.58M	Buy	30,647 +6,544	+27%	+$319K	0.76%	31
2025 Q2	$1.14M	Buy	24,103 +3,720	+18%	+$157K	0.63%	34
2025 Q1	$851K	Buy	20,383 +8,152	+67%	+$363K	0.64%	30
2024 Q4	$538K	Buy	+12,231	New	+$538K	0.46%	43

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Purkiss Capital Advisors's BAC Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Bank of America (BAC) stake by 4% in Q2 2026, buying an estimated $72.1K and bringing the position to 34,866 shares worth $1.99M. The position accounts for 0.76% of the portfolio, ranked #36.

Purkiss Capital Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Purkiss Capital Advisors held 34,866 shares of Bank of America worth $1.99M as of Q2 2026.
Purkiss Capital Advisors bought 1,355 Bank of America shares in Q2 2026, an estimated $72.1K.
Bank of America made up 0.76% of Purkiss Capital Advisors's portfolio in Q2 2026, its #36 holding.
Purkiss Capital Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
1,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.