Richards, Merrill & Peterson’s Bank of America BAC Stock Holding History

Richards, Merrill & Peterson’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	$382K	Sell	6,700 -2,431	-27%	-$129K	0.12%	144
2026 Q1	$445K	Sell	9,131 -200	-2%	-$10.3K	0.16%	129
2025 Q4	$513K	Sell	9,331 -273	-3%	-$14.4K	0.2%	114
2025 Q3	$495K	Sell	9,604 -228	-2%	-$11.1K	0.21%	112
2025 Q2	$465K	Sell	9,832 -600	-6%	-$25.2K	0.22%	108
2025 Q1	$435K	Sell	10,432 -1,640	-14%	-$73.1K	0.23%	100
2024 Q4	$531K	Buy	+12,072	New	+$531K	0.28%	87

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

Richards, Merrill & Peterson's BAC Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Bank of America (BAC) stake by 27% in Q2 2026, selling an estimated $129K and leaving 6,700 shares worth $382K. The position accounts for 0.12% of the portfolio, ranked #144.

Richards, Merrill & Peterson first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $531K in Q4 2024. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Richards, Merrill & Peterson held 6,700 shares of Bank of America worth $382K as of Q2 2026.
Richards, Merrill & Peterson sold 2,431 Bank of America shares in Q2 2026, an estimated $129K.
Bank of America made up 0.12% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #144 holding.
Richards, Merrill & Peterson first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Bank of America position peaked at $531K in Q4 2024.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.