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

Snider 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 		$852K Sell
14,946
-2,639
-15% -$140K 0.22% 53
2026
Q1 		$857K Sell
17,585
-2,647
-13% -$137K 0.26% 51
2025
Q4 		$1.11M Sell
20,232
-3,502
-15% -$185K 0.3% 53
2025
Q3 		$1.22M Sell
23,734
-2,265
-9% -$110K 0.33% 54
2025
Q2 		$1.23M Sell
25,999
-563
-2% -$23.7K 0.35% 52
2025
Q1 		$1.11M Sell
26,562
-1,087
-4% -$48.4K 0.36% 52
2024
Q4 		$1.22M Buy
+27,649
New +$1.22M 0.38% 51
2024
Q1 		– Sell
-6,510
Closed -$219K – 62
2023
Q4 		$219K Sell
6,510
-41,428
-86% -$1.21M 0.1% 54
2023
Q3 		$1.31M Sell
47,938
-29,615
-38% -$876K 0.63% 41
2023
Q2 		$2.23M Buy
77,553
+2,963
+4% +$84.6K 1.06% 32
2023
Q1 		$2.13M Sell
74,590
-54,449
-42% -$1.8M 1.14% 31
2022
Q4 		$4.27M Sell
129,039
-2,799
-2% -$96.4K 2.36% 13
2022
Q3 		$4.27M Buy
131,838
+7,389
+6% +$247K 2.32% 13
2022
Q2 		$3.87M Sell
124,449
-20,035
-14% -$721K 2.11% 19
2022
Q1 		$5.96M Sell
144,484
-6,377
-4% -$288K 2.71% 12
2021
Q4 		$6.97M Buy
150,861
+10,862
+8% +$495K 2.96% 12
2021
Q3 		$6.69M Buy
139,999
+17,119
+14% +$690K 2.91% 12
2021
Q2 		$4.66M Buy
+122,880
New +$5.04M 2.19% 18

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Snider Financial Group reduced its Bank of America (BAC) stake by 15% in Q2 2026, selling an estimated $140K and leaving 14,946 shares worth $852K. The position accounts for 0.22% of the portfolio, ranked #53.

Snider Financial Group first reported a position in BAC in Q2 2021 and has held it in 18 quarters since. The position peaked at $6.97M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Snider Financial Group held 14,946 shares of Bank of America worth $852K as of Q2 2026.
  • Snider Financial Group sold 2,639 Bank of America shares in Q2 2026, an estimated $140K.
  • Bank of America made up 0.22% of Snider Financial Group's portfolio in Q2 2026, its #53 holding.
  • Snider Financial Group first reported a position in Bank of America in Q2 2021 and has held it in 18 quarters since.
  • Snider Financial Group's Bank of America position peaked at $6.97M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.