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RFG Advisory’s Bank of America BAC Stock Holding History

RFG Advisory’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
2015
Q3 		– Sell
-10,000
Closed -$12K – 61
2015
Q2 		$12K Buy
+10,000
New +$165K 0.01% 163

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

RFG Advisory's BAC Position: Q2 2026 in Review

RFG Advisory increased its Bank of America (BAC) stake by 7.6% in Q2 2026, buying an estimated $132K and bringing the position to 35,373 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #366.

RFG Advisory first reported a position in BAC in Q2 2015 and has held it in 38 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • RFG Advisory held 35,373 shares of Bank of America worth $2.02M as of Q2 2026.
  • RFG Advisory bought 2,484 Bank of America shares in Q2 2026, an estimated $132K.
  • Bank of America made up 0.03% of RFG Advisory's portfolio in Q2 2026, its #366 holding.
  • RFG Advisory first reported a position in Bank of America in Q2 2015 and has held it in 38 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.