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Roehl & Yi Investment Advisors’s Bank of America BAC Stock Holding History

Roehl & Yi Investment Advisors’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 		$387K Buy
6,792
+9
+0.1% +$479 0.13% 129
2026
Q1 		$331K Buy
6,783
+26
+0.4% +$1.34K 0.12% 130
2025
Q4 		$372K Sell
6,757
-1,896
-22% -$100K 0.15% 113
2025
Q3 		$446K Sell
8,653
-23
-0.3% -$1.12K 0.19% 100
2025
Q2 		$411K Sell
8,676
-151
-2% -$6.35K 0.21% 101
2025
Q1 		$368K Buy
8,827
+461
+6% +$20.5K 0.2% 104
2024
Q4 		$368K Buy
+8,366
New +$368K 0.2% 101

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

Roehl & Yi Investment Advisors's BAC Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Bank of America (BAC) stake by 0.13% in Q2 2026, buying an estimated $479 and bringing the position to 6,792 shares worth $387K. The position accounts for 0.13% of the portfolio, ranked #129.

Roehl & Yi Investment Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $446K in Q3 2025. 3,602 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Roehl & Yi Investment Advisors held 6,792 shares of Bank of America worth $387K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 9 Bank of America shares in Q2 2026, an estimated $479.
  • Bank of America made up 0.13% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • Roehl & Yi Investment Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Bank of America position peaked at $446K in Q3 2025.
  • 3,602 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.