RiverFront Investment Group’s Bank of America BAC Stock Holding History

RiverFront Investment 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	$12.8M	Sell	224,822 -6,556	-3%	-$349K	0.17%	73
2026 Q1	$11.3M	Buy	231,378 +65,894	+40%	+$3.4M	0.17%	69
2025 Q4	$9.1M	Buy	165,484 +49,764	+43%	+$2.63M	0.15%	71
2025 Q3	$5.97M	Buy	115,720 +81,383	+237%	+$3.97M	0.1%	74
2025 Q2	$1.62M	Buy	34,337 +3,953	+13%	+$166K	0.03%	121
2025 Q1	$1.27M	Buy	30,384 +3,031	+11%	+$135K	0.03%	126
2024 Q4	$1.2M	Buy	27,353 +5,942	+28%	+$261K	0.03%	110
2024 Q3	$850K	Buy	21,411 +5,801	+37%	+$232K	0.02%	117
2024 Q2	$621K	Buy	15,610 +273	+2%	+$10.5K	0.02%	108
2024 Q1	$582K	Buy	15,337 +9,099	+146%	+$312K	0.02%	92
2023 Q4	$210K	Sell	6,238 -6,334	-50%	-$184K	0.01%	112
2023 Q3	$344K	Buy	12,572 +1,800	+17%	+$53.3K	0.01%	98
2023 Q2	$309K	Buy	10,772 +73	+0.7%	+$2.08K	0.01%	99
2023 Q1	$306K	Buy	+10,699	New	+$353K	0.01%	95

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RiverFront Investment Group's BAC Position: Q2 2026 in Review

RiverFront Investment Group reduced its Bank of America (BAC) stake by 2.8% in Q2 2026, selling an estimated $349K and leaving 224,822 shares worth $12.8M. The position accounts for 0.17% of the portfolio, ranked #73.

RiverFront Investment Group first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

RiverFront Investment Group held 224,822 shares of Bank of America worth $12.8M as of Q2 2026.
RiverFront Investment Group sold 6,556 Bank of America shares in Q2 2026, an estimated $349K.
Bank of America made up 0.17% of RiverFront Investment Group's portfolio in Q2 2026, its #73 holding.
RiverFront Investment Group first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.