Slagle Financial’s Bank of America BAC Stock Holding History

Slagle Financial’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	$4.76M	Buy	83,540 +3,162	+4%	+$168K	1.43%	21
2026 Q1	$3.92M	Buy	80,378 +3,848	+5%	+$199K	1.29%	26
2025 Q4	$4.21M	Buy	76,530 +2,892	+4%	+$153K	1.47%	19
2025 Q3	$3.8M	Buy	73,638 +1,259	+2%	+$61.4K	1.39%	19
2025 Q2	$3.42M	Buy	72,379 +2,588	+4%	+$109K	1.38%	21
2025 Q1	$2.91M	Buy	69,791 +1,618	+2%	+$72.1K	1.29%	28
2024 Q4	$3M	Buy	68,173 +757	+1%	+$33.3K	1.35%	28
2024 Q3	$2.68M	Buy	67,416 +4,797	+8%	+$192K	1.19%	31
2024 Q2	$2.49M	Buy	62,619 +2,380	+4%	+$91.2K	1.28%	28
2024 Q1	$2.28M	Sell	60,239 -152,819	-72%	-$5.25M	1.24%	31
2023 Q4	$3.59M	Buy	213,058 +105,835	+99%	+$3.08M	2.05%	11
2023 Q3	$2.94M	Buy	107,223 +8,248	+8%	+$244K	1.8%	12
2023 Q2	$2.84M	Buy	+98,975	New	+$2.82M	1.77%	12

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Slagle Financial's BAC Position: Q2 2026 in Review

Slagle Financial increased its Bank of America (BAC) stake by 3.9% in Q2 2026, buying an estimated $168K and bringing the position to 83,540 shares worth $4.76M. The position accounts for 1.43% of the portfolio, ranked #21.

Slagle Financial first reported a position in BAC in Q2 2023 and has held it in 13 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Slagle Financial held 83,540 shares of Bank of America worth $4.76M as of Q2 2026.
Slagle Financial bought 3,162 Bank of America shares in Q2 2026, an estimated $168K.
Bank of America made up 1.43% of Slagle Financial's portfolio in Q2 2026, its #21 holding.
Slagle Financial first reported a position in Bank of America in Q2 2023 and has held it in 13 quarters since.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.