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Ritter Daniher Financial Advisory’s Bank of America BAC Stock Holding History

Ritter Daniher Financial 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
2026
Q2 		$490K Sell
8,600
-61
-0.7% -$3.24K 0.07% 107
2026
Q1 		$422K Sell
8,661
-136
-2% -$7.02K 0.07% 108
2025
Q4 		$484K Buy
8,797
+85
+1% +$4.49K 0.08% 99
2025
Q3 		$449K Buy
8,712
+4,196
+93% +$205K 0.08% 107
2025
Q2 		$214K Hold
4,516
– – 0.05% 90
2025
Q1 		$188K Sell
4,516
-350
-7% -$15.6K 0.05% 86
2024
Q4 		$214K Sell
4,866
-38
-0.8% -$1.67K 0.06% 84
2024
Q3 		$195K Hold
4,904
– – 0.06% 82
2024
Q2 		$195K Buy
4,904
+350
+8% +$13.4K 0.06% 77
2024
Q1 		$173K Hold
4,554
– – 0.06% 84
2023
Q4 		$153K Hold
4,554
– – 0.06% 88
2023
Q3 		$125K Sell
4,554
-500
-10% -$14.8K 0.05% 95
2023
Q2 		$145K Buy
5,054
+2,360
+88% +$67.3K 0.06% 78
2023
Q1 		$77K Buy
2,694
+375
+16% +$12.4K 0.03% 110
2022
Q4 		$76.8K Hold
2,319
– – 0.04% 116
2022
Q3 		$70K Hold
2,319
– – 0.05% 101
2022
Q2 		$72K Sell
2,319
-1,000
-30% -$36K 0.05% 96
2022
Q1 		$137K Hold
3,319
– – 0.09% 73
2021
Q4 		$148K Buy
3,319
+500
+18% +$22.8K 0.1% 69
2021
Q3 		$120K Hold
2,819
– – 0.09% 78
2021
Q2 		$116K Buy
2,819
+2,000
+244% +$82K 0.09% 75
2021
Q1 		$32K Buy
819
+500
+157% +$17.3K 0.03% 110
2020
Q4 		$10K Buy
+319
New +$8.55K 0.01% 140

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

Ritter Daniher Financial Advisory's BAC Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Bank of America (BAC) stake by 0.7% in Q2 2026, selling an estimated $3.24K and leaving 8,600 shares worth $490K. The position accounts for 0.07% of the portfolio, ranked #107.

Ritter Daniher Financial Advisory first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Ritter Daniher Financial Advisory held 8,600 shares of Bank of America worth $490K as of Q2 2026.
  • Ritter Daniher Financial Advisory sold 61 Bank of America shares in Q2 2026, an estimated $3.24K.
  • Bank of America made up 0.07% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #107 holding.
  • Ritter Daniher Financial Advisory first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.