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Richardson Financial Services’s Bank of America BAC Stock Holding History

Richardson Financial Services’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 		$315K Sell
5,528
-2,273
-29% -$121K 0.18% 116
2026
Q1 		$380K Sell
7,801
-14
-0.2% -$722 0.24% 106
2025
Q4 		$387K Buy
7,815
+567
+8% +$30K 0.13% 102
2025
Q3 		$374K Buy
7,248
+498
+7% +$24.3K 0.23% 100
2025
Q2 		$324K Sell
6,750
-66
-1% -$2.78K 0.22% 110
2025
Q1 		$284K Buy
6,816
+264
+4% +$11.8K 0.22% 120
2024
Q4 		$288K Buy
6,552
+3,471
+113% +$153K 0.2% 113
2024
Q3 		$122K Buy
3,081
+800
+35% +$32.1K 0.08% 187
2024
Q2 		$90.7K Buy
2,281
+99
+5% +$3.79K 0.07% 197
2024
Q1 		$82.7K Buy
2,182
+800
+58% +$27.5K 0.06% 206
2023
Q4 		$46.5K Buy
+1,382
New +$40.2K 0.04% 218

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 $3.37T AUM 44.26% 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

Richardson Financial Services's BAC Position: Q2 2026 in Review

Richardson Financial Services reduced its Bank of America (BAC) stake by 29% in Q2 2026, selling an estimated $121K and leaving 5,528 shares worth $315K. The position accounts for 0.18% of the portfolio, ranked #116.

Richardson Financial Services first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $387K in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Richardson Financial Services held 5,528 shares of Bank of America worth $315K as of Q2 2026.
  • Richardson Financial Services sold 2,273 Bank of America shares in Q2 2026, an estimated $121K.
  • Bank of America made up 0.18% of Richardson Financial Services's portfolio in Q2 2026, its #116 holding.
  • Richardson Financial Services first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Bank of America position peaked at $387K in Q4 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.