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

RFP 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 		$506K Buy
+8,876
New +$472K 0.23% 40
2026
Q1 		– Sell
-3,691
Closed -$203K – 63
2025
Q4 		$203K Sell
3,691
-1,607
-30% -$84.9K 0.1% 76
2025
Q3 		$257K Sell
5,298
-2
-0% -$98 0.1% 82
2025
Q2 		$251K Hold
5,300
– – 0.1% 85
2025
Q1 		$221K Buy
5,300
+215
+4% +$9.58K 0.09% 96
2024
Q4 		$223K Hold
5,085
– – 0.09% 91
2024
Q3 		$202K Sell
5,085
-196
-4% -$7.86K 0.07% 91
2024
Q2 		$210K Buy
5,281
+740
+16% +$28.4K 0.08% 109
2024
Q1 		$172K Sell
4,541
-248
-5% -$8.51K 0.07% 99
2023
Q4 		$161K Buy
4,789
+440
+10% +$12.8K 0.07% 101
2023
Q3 		$119K Sell
4,349
-25
-0.6% -$740 0.05% 119
2023
Q2 		$125K Buy
4,374
+3,042
+228% +$86.8K 0.05% 131
2023
Q1 		$38.1K Sell
1,332
-7,120
-84% -$235K 0.04% 131
2022
Q4 		$280K Buy
+8,452
New +$291K 0.13% 79

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

RFP Financial Group opened a new position in Bank of America (BAC) in Q2 2026: 8,876 shares worth $506K. The stake represents 0.23% of the portfolio and ranks #40 among its holdings. This is a return to the name: RFP Financial Group previously reported a position in BAC as recently as Q4 2025.

RFP Financial Group first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • RFP Financial Group held 8,876 shares of Bank of America worth $506K as of Q2 2026.
  • Bank of America was a new RFP Financial Group position in Q2 2026.
  • Bank of America made up 0.23% of RFP Financial Group's portfolio in Q2 2026, its #40 holding.
  • RFP Financial Group first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.