Security National Bank’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$447K Buy
7,837
+583
+8% +$31K 0.05% 115
2026
Q1
$354K Buy
7,254
+1,276
+21% +$65.8K 0.05% 119
2025
Q4
$329K Buy
5,978
+2,490
+71% +$132K 0.05% 117
2025
Q3
$180K Buy
3,488
+983
+39% +$48K 0.03% 145
2025
Q2
$119K Buy
2,505
+2,230
+811% +$93.8K 0.02% 157
2025
Q1
$11.5K Sell
275
-275
-50% -$12.3K ﹤0.01% 276
2024
Q4
$24.2K Hold
550
﹤0.01% 239
2024
Q3
$21.8K Hold
550
﹤0.01% 230
2024
Q2
$21.9K Hold
550
﹤0.01% 227
2024
Q1
$20.9K Hold
550
﹤0.01% 225
2023
Q4
$18.5K Buy
+550
New +$16K ﹤0.01% 238

Other funds holding BAC

Security National Bank's BAC Position: Q2 2026 in Review

Security National Bank increased its Bank of America (BAC) stake by 8% in Q2 2026, buying an estimated $31K and bringing the position to 7,837 shares worth $447K. The position accounts for 0.05% of the portfolio, ranked #115.

Security National Bank first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Security National Bank held 7,837 shares of Bank of America worth $447K as of Q2 2026.
  • Security National Bank bought 583 Bank of America shares in Q2 2026, an estimated $31K.
  • Bank of America made up 0.05% of Security National Bank's portfolio in Q2 2026, its #115 holding.
  • Security National Bank first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.