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S Harris Financial Group’s Bank of America BAC Stock Holding History

S Harris Financial Group’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 		$954K Buy
16,737
+180
+1% +$9.57K 0.74% 24
2026
Q1 		$807K Buy
16,557
+1,386
+9% +$71.5K 0.74% 22
2025
Q4 		$834K Buy
+15,171
New +$802K 0.8% 22

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

S Harris Financial Group's BAC Position: Q2 2026 in Review

S Harris Financial Group increased its Bank of America (BAC) stake by 1.1% in Q2 2026, buying an estimated $9.57K and bringing the position to 16,737 shares worth $954K. The position accounts for 0.74% of the portfolio, ranked #24.

S Harris Financial Group first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 3,590 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • S Harris Financial Group held 16,737 shares of Bank of America worth $954K as of Q2 2026.
  • S Harris Financial Group bought 180 Bank of America shares in Q2 2026, an estimated $9.57K.
  • Bank of America made up 0.74% of S Harris Financial Group's portfolio in Q2 2026, its #24 holding.
  • S Harris Financial Group first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 3,590 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on S Harris Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.