Smith Thornton Advisors’s Bank of America BAC Stock Holding History

Smith Thornton Advisors’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	$1.65M	Buy	27,801 +32	+0.1%	+$1.7K	0.73%	39
2026 Q1	$1.35M	Sell	27,769 -3,584	-11%	-$185K	0.68%	44
2025 Q4	$1.72M	Sell	31,353 -55	-0.2%	-$2.91K	0.88%	31
2025 Q3	$1.62M	Buy	31,408 +27	+0.1%	+$1.32K	0.85%	32
2025 Q2	$1.48M	Buy	31,381 +1	+0%	+$42	0.85%	35
2025 Q1	$1.31M	Sell	31,380 -140	-0.4%	-$6.24K	0.82%	39
2024 Q4	$1.39M	Buy	31,520 +1	+0%	+$44	0.88%	39
2024 Q3	$1.25M	Sell	31,519 -50	-0.2%	-$2K	0.82%	44
2024 Q2	$1.26M	Buy	+31,569	New	+$1.21M	0.92%	35

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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) 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Smith Thornton Advisors's BAC Position: Q2 2026 in Review

Smith Thornton Advisors increased its Bank of America (BAC) stake by 0.12% in Q2 2026, buying an estimated $1.7K and bringing the position to 27,801 shares worth $1.65M. The position accounts for 0.73% of the portfolio, ranked #39.

Smith Thornton Advisors first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.72M in Q4 2025. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Smith Thornton Advisors held 27,801 shares of Bank of America worth $1.65M as of Q2 2026.
Smith Thornton Advisors bought 32 Bank of America shares in Q2 2026, an estimated $1.7K.
Bank of America made up 0.73% of Smith Thornton Advisors's portfolio in Q2 2026, its #39 holding.
Smith Thornton Advisors first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's Bank of America position peaked at $1.72M in Q4 2025.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.