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Sharp Financial Services’s Bank of America BAC Stock Holding History

Sharp Financial Services’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 		$375K Buy
6,577
+66
+1% +$3.51K 0.17% 86
2026
Q1 		$317K Buy
6,511
+2,748
+73% +$142K 0.16% 86
2025
Q4 		$207K Buy
+3,763
New +$199K 0.1% 111

Other funds holding BAC

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Sharp Financial Services's BAC Position: Q2 2026 in Review

Sharp Financial Services increased its Bank of America (BAC) stake by 1% in Q2 2026, buying an estimated $3.51K and bringing the position to 6,577 shares worth $375K. The position accounts for 0.17% of the portfolio, ranked #86.

Sharp Financial Services first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 1,383 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sharp Financial Services held 6,577 shares of Bank of America worth $375K as of Q2 2026.
  • Sharp Financial Services bought 66 Bank of America shares in Q2 2026, an estimated $3.51K.
  • Bank of America made up 0.17% of Sharp Financial Services's portfolio in Q2 2026, its #86 holding.
  • Sharp Financial Services first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 1,383 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.