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Putney Financial Group’s Bank of America BAC Stock Holding History

Putney Financial 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 		$356K Hold
6,240
– – 0.32% 52
2026
Q1 		$304K Sell
6,240
-565
-8% -$29.2K 0.31% 62
2025
Q4 		$374K Hold
6,805
– – 0.35% 50
2025
Q3 		$351K Hold
6,805
– – 0.35% 49
2025
Q2 		$322K Hold
6,805
– – 0.33% 49
2025
Q1 		$284K Sell
6,805
-100
-1% -$4.46K 0.3% 54
2024
Q4 		$303K Buy
+6,905
New +$304K 0.27% 56

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Putney Financial Group's BAC Position: Q2 2026 in Review

Putney Financial Group held its Bank of America (BAC) position steady in Q2 2026 at 6,240 shares worth $356K. The position accounts for 0.32% of the portfolio, ranked #52.

Putney Financial Group first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $374K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Putney Financial Group held 6,240 shares of Bank of America worth $356K as of Q2 2026.
  • Putney Financial Group left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.32% of Putney Financial Group's portfolio in Q2 2026, its #52 holding.
  • Putney Financial Group first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Putney Financial Group's Bank of America position peaked at $374K in Q4 2025.
  • 1,063 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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