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Roffman Miller Associates’s Bank of America BAC Stock Holding History

Roffman Miller Associates’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
2024
Q4 		– Sell
-2,000
Closed -$79.4K – 78
2024
Q3 		$79.4K Buy
+2,000
New +$80.2K ﹤0.01% 80
2020
Q3 		– Sell
-3,000
Closed -$71K – 82
2020
Q2 		$71K Buy
+3,000
New +$70.9K 0.01% 150

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Roffman Miller Associates's BAC Position: Q2 2026 in Review

Roffman Miller Associates reduced its Bank of America (BAC) stake by 7.2% in Q2 2026, selling an estimated $862K and leaving 208,120 shares worth $11.9M. The position accounts for 0.62% of the portfolio, ranked #45.

Roffman Miller Associates first reported a position in BAC in Q3 2017 and has held it in 36 quarters since. The position peaked at $28.9M in Q4 2024. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Roffman Miller Associates held 208,120 shares of Bank of America worth $11.9M as of Q2 2026.
  • Roffman Miller Associates sold 16,207 Bank of America shares in Q2 2026, an estimated $862K.
  • Bank of America made up 0.62% of Roffman Miller Associates's portfolio in Q2 2026, its #45 holding.
  • Roffman Miller Associates first reported a position in Bank of America in Q3 2017 and has held it in 36 quarters since.
  • Roffman Miller Associates's Bank of America position peaked at $28.9M in Q4 2024.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Roffman Miller Associates's 13F filing for Q2 2026, filed 13 Jul 2026.