Robinswood Financial’s Bank of America BAC Stock Holding History

Robinswood Financial’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	$47.3K	Buy	830 +27	+3%	+$1.44K	0.01%	151
2026 Q1	$39.2K	Buy	803 +5	+0.6%	+$258	0.01%	158
2025 Q4	$43.9K	Buy	798 +3	+0.4%	+$159	0.01%	151
2025 Q3	$41K	Hold	795	–	–	0.01%	151
2025 Q2	$37.6K	Hold	795	–	–	0.01%	155
2025 Q1	$33.2K	Buy	795 +760	+2,171%	+$33.9K	0.01%	157
2024 Q4	$1.54K	Hold	35	–	–	﹤0.01%	300
2024 Q3	$1.39K	Hold	35	–	–	﹤0.01%	310
2024 Q2	$1.39K	Hold	35	–	–	﹤0.01%	316
2024 Q1	$1.31K	Hold	35	–	–	﹤0.01%	225
2023 Q4	$1.18K	Hold	35	–	–	﹤0.01%	219
2023 Q3	$958	Hold	35	–	–	﹤0.01%	221
2023 Q2	$1K	Buy	+35	New	+$999	﹤0.01%	201

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Robinswood Financial's BAC Position: Q2 2026 in Review

Robinswood Financial increased its Bank of America (BAC) stake by 3.4% in Q2 2026, buying an estimated $1.44K and bringing the position to 830 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #151.

Robinswood Financial first reported a position in BAC in Q2 2023 and has held it in 13 quarters since. 977 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Robinswood Financial held 830 shares of Bank of America worth $47.3K as of Q2 2026.
Robinswood Financial bought 27 Bank of America shares in Q2 2026, an estimated $1.44K.
Bank of America made up 0.01% of Robinswood Financial's portfolio in Q2 2026, its #151 holding.
Robinswood Financial first reported a position in Bank of America in Q2 2023 and has held it in 13 quarters since.
977 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.