Royal Fund Management’s Bank of America BAC Stock Holding History

Royal Fund Management’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	$422K	Sell	7,410 -90	-1%	-$4.79K	0.04%	226
2026 Q1	$366K	Sell	7,500 -1,901	-20%	-$98.1K	0.03%	231
2025 Q4	$587K	Buy	9,401 +6,215	+195%	+$329K	0.05%	206
2025 Q3	$254K	Sell	3,186 -4,592	-59%	-$224K	0.03%	218
2025 Q2	$368K	Buy	7,778 +107	+1%	+$4.5K	0.04%	244
2025 Q1	$320K	Sell	7,671 -34	-0.4%	-$1.51K	0.04%	256
2024 Q4	$339K	Sell	7,705 -87	-1%	-$3.83K	0.03%	224
2024 Q3	$309K	Buy	7,792 +97	+1%	+$3.89K	0.02%	279
2024 Q2	$306K	Sell	7,695 -1,757	-19%	-$67.3K	0.02%	245
2024 Q1	$358K	Buy	9,452 +334	+4%	+$11.5K	0.04%	255
2023 Q4	$307K	Buy	9,118 +655	+8%	+$19.1K	0.03%	240
2023 Q3	$232K	Sell	8,463 -36,231	-81%	-$1.07M	0.03%	244
2023 Q2	$1.28M	Buy	44,694 +7,342	+20%	+$210K	0.16%	137
2023 Q1	$1.07M	Buy	37,352 +28,974	+346%	+$956K	0.15%	146
2022 Q4	$277K	Buy	8,378 +321	+4%	+$11.1K	0.04%	222
2022 Q3	$243K	Buy	8,057 +426	+6%	+$14.2K	0.04%	196
2022 Q2	$237K	Buy	7,631 +105	+1%	+$3.78K	0.04%	187
2022 Q1	$310K	Sell	7,526 -16,707	-69%	-$754K	0.04%	175
2021 Q4	$1.08M	Buy	24,233 +200	+0.8%	+$9.11K	0.15%	113
2021 Q3	$1.02M	Buy	24,033 +1,429	+6%	+$57.6K	0.15%	115
2021 Q2	$931K	Sell	22,604 -3,532	-14%	-$145K	0.15%	113
2021 Q1	$1.01M	Buy	26,136 +19,196	+277%	+$662K	0.18%	110
2020 Q4	$210K	Buy	+6,940	New	+$186K	0.04%	164
2020 Q2	–	Sell	-5,066	Closed	-$107K	–	180
2020 Q1	$107K	Sell	5,066 -150	-3%	-$4.5K	0.04%	183
2019 Q4	$183K	Sell	5,216 -88	-2%	-$2.84K	0.05%	159
2019 Q3	$154K	Sell	5,304 -128	-2%	-$3.68K	0.04%	157
2019 Q2	$157K	Buy	5,432 +228	+4%	+$6.58K	0.05%	150
2019 Q1	$143K	Sell	5,204 -32	-0.6%	-$904	0.05%	144
2018 Q4	$129K	Sell	5,236 -176	-3%	-$4.78K	0.05%	135
2018 Q3	$159K	Buy	5,412 +354	+7%	+$10.8K	0.05%	124
2018 Q2	$142K	Buy	5,058 +60	+1%	+$1.79K	0.05%	128
2018 Q1	$149K	Buy	4,998 +273	+6%	+$8.57K	0.05%	129
2017 Q4	$139K	Buy	4,725 +4,544	+2,510%	+$125K	0.05%	129
2017 Q3	$4K	Sell	181 -20	-10%	-$485	﹤0.01%	369
2017 Q2	$4K	Buy	201 +20	+11%	+$466	﹤0.01%	330
2017 Q1	$4K	Hold	181	–	–	﹤0.01%	325
2016 Q4	$4K	Buy	+181	New	+$3.49K	﹤0.01%	312

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

Royal Fund Management's BAC Position: Q2 2026 in Review

Royal Fund Management reduced its Bank of America (BAC) stake by 1.2% in Q2 2026, selling an estimated $4.79K and leaving 7,410 shares worth $422K. The position accounts for 0.04% of the portfolio, ranked #226.

Royal Fund Management first reported a position in BAC in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.28M in Q2 2023. 1,048 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Royal Fund Management held 7,410 shares of Bank of America worth $422K as of Q2 2026.
Royal Fund Management sold 90 Bank of America shares in Q2 2026, an estimated $4.79K.
Bank of America made up 0.04% of Royal Fund Management's portfolio in Q2 2026, its #226 holding.
Royal Fund Management first reported a position in Bank of America in Q4 2016 and has held it in 37 quarters since.
Royal Fund Management's Bank of America position peaked at $1.28M in Q2 2023.
1,048 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.