Rowlandmiller & Partners’s Bank of America BAC Stock Holding History

Rowlandmiller & Partners’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	$113K	Sell	1,985 -107	-5%	-$5.69K	0.02%	186
2026 Q1	$102K	Hold	2,092	–	–	0.02%	187
2025 Q4	$115K	Buy	+2,092	New	+$111K	0.02%	189
2023 Q3	–	Sell	-4,798	Closed	-$138K	–	174
2023 Q2	$138K	Hold	4,798	–	–	0.03%	163
2023 Q1	$137K	Sell	4,798 -146	-3%	-$4.82K	0.03%	157
2022 Q4	$166K	Hold	4,944	–	–	0.04%	150
2022 Q3	$149K	Buy	+4,944	New	+$165K	0.04%	150
2020 Q1	–	Sell	-3,671	Closed	-$129K	–	143
2019 Q4	$129K	Sell	3,671 -415	-10%	-$13.4K	0.04%	138
2019 Q3	$120K	Hold	4,086	–	–	0.04%	131
2019 Q2	$119K	Buy	4,086 +360	+10%	+$10.4K	0.04%	133
2019 Q1	$103K	Buy	+3,726	New	+$105K	0.04%	132
2018 Q4	–	Sell	-3,726	Closed	-$110K	–	131
2018 Q3	$110K	Sell	3,726 -500	-12%	-$15.2K	0.04%	134
2018 Q2	$119K	Hold	4,226	–	–	0.05%	127
2018 Q1	$126K	Sell	4,226 -650	-13%	-$20.4K	0.05%	125
2017 Q4	$144K	Sell	4,876 -70	-1%	-$1.93K	0.06%	117
2017 Q3	$125K	Sell	4,946 -200	-4%	-$4.85K	0.05%	118
2017 Q2	$125K	Sell	5,146 -160	-3%	-$3.73K	0.05%	119
2017 Q1	$126K	Hold	5,306	–	–	0.06%	120
2016 Q4	$117K	Buy	+5,306	New	+$102K	0.05%	118
2015 Q1	–	Sell	-8,285	Closed	-$148K	–	126
2014 Q4	$148K	Buy	+8,285	New	+$142K	0.07%	102

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Rowlandmiller & Partners's BAC Position: Q2 2026 in Review

Rowlandmiller & Partners reduced its Bank of America (BAC) stake by 5.1% in Q2 2026, selling an estimated $5.69K and leaving 1,985 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #186.

Rowlandmiller & Partners first reported a position in BAC in Q4 2014 and has held it in 20 quarters since. The position peaked at $166K in Q4 2022. 1,048 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Rowlandmiller & Partners held 1,985 shares of Bank of America worth $113K as of Q2 2026.
Rowlandmiller & Partners sold 107 Bank of America shares in Q2 2026, an estimated $5.69K.
Bank of America made up 0.02% of Rowlandmiller & Partners's portfolio in Q2 2026, its #186 holding.
Rowlandmiller & Partners first reported a position in Bank of America in Q4 2014 and has held it in 20 quarters since.
Rowlandmiller & Partners's Bank of America position peaked at $166K in Q4 2022.
1,048 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.