Shum Financial Group’s Bank of America BAC Stock Holding History

Shum 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	$243K	Buy	+4,267	New	+$227K	0.15%	98

Other funds holding BAC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Shum Financial Group's BAC Position: Q2 2026 in Review

Shum Financial Group opened a new position in Bank of America (BAC) in Q2 2026: 4,267 shares worth $243K. The stake represents 0.15% of the portfolio and ranks #98 among its holdings.

2,203 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Shum Financial Group held 4,267 shares of Bank of America worth $243K as of Q2 2026.
Bank of America was a new Shum Financial Group position in Q2 2026.
Bank of America made up 0.15% of Shum Financial Group's portfolio in Q2 2026, its #98 holding.
2,203 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.