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

Resonant 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	$1.79M	Buy	31,347 +1,026	+3%	+$54.6K	0.09%	143
2026 Q1	$1.48M	Buy	30,321 +4,523	+18%	+$233K	0.08%	149
2025 Q4	$1.42M	Buy	25,798 +764	+3%	+$40.4K	0.08%	144
2025 Q3	$1.29M	Buy	25,034 +758	+3%	+$37K	0.08%	148
2025 Q2	$1.15M	Buy	24,276 +6,384	+36%	+$269K	0.07%	149
2025 Q1	$747K	Sell	17,892 -588	-3%	-$26.2K	0.05%	168
2024 Q4	$812K	Buy	18,480 +1,042	+6%	+$45.8K	0.06%	161
2024 Q3	$692K	Buy	17,438 +478	+3%	+$19.2K	0.05%	183
2024 Q2	$674K	Buy	16,960 +2,986	+21%	+$114K	0.05%	173
2024 Q1	$530K	Buy	13,974 +4,051	+41%	+$139K	0.05%	198
2023 Q4	$334K	Buy	9,923 +2,009	+25%	+$58.5K	0.03%	222
2023 Q3	$217K	Buy	+7,914	New	+$234K	0.02%	254
2023 Q1	–	Sell	-7,710	Closed	-$255K	–	253
2022 Q4	$255K	Sell	7,710 -1,443	-16%	-$49.7K	0.03%	230
2022 Q3	$276K	Buy	9,153 +1,507	+20%	+$50.4K	0.04%	193
2022 Q2	$238K	Buy	7,646 +1,570	+26%	+$56.5K	0.04%	213
2022 Q1	$249K	Buy	6,076 +949	+19%	+$42.8K	0.04%	192
2021 Q4	$228K	Buy	+5,127	New	+$234K	0.03%	192
2020 Q1	–	Sell	-9,441	Closed	-$333K	–	192
2019 Q4	$333K	Buy	+9,441	New	+$305K	0.11%	168

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Resonant Capital Advisors increased its Bank of America (BAC) stake by 3.4% in Q2 2026, buying an estimated $54.6K and bringing the position to 31,347 shares worth $1.79M. The position accounts for 0.09% of the portfolio, ranked #143.

Resonant Capital Advisors first reported a position in BAC in Q4 2019 and has held it in 18 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Resonant Capital Advisors held 31,347 shares of Bank of America worth $1.79M as of Q2 2026.
Resonant Capital Advisors bought 1,026 Bank of America shares in Q2 2026, an estimated $54.6K.
Bank of America made up 0.09% of Resonant Capital Advisors's portfolio in Q2 2026, its #143 holding.
Resonant Capital Advisors first reported a position in Bank of America in Q4 2019 and has held it in 18 quarters since.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.