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Sonoma Allocations’s Bank of America BAC Stock Holding History

Sonoma Allocations’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 		$446K Sell
7,641
-1,182
-13% -$62.9K 0.14% 79
2026
Q1 		$444K Sell
8,823
-1,612
-15% -$83.2K 0.15% 99
2025
Q4 		$561K Sell
10,435
-270
-3% -$14.3K 0.19% 74
2025
Q3 		$540K Buy
+10,705
New +$522K 0.2% 67

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

Sonoma Allocations's BAC Position: Q2 2026 in Review

Sonoma Allocations reduced its Bank of America (BAC) stake by 13% in Q2 2026, selling an estimated $62.9K and leaving 7,641 shares worth $446K. The position accounts for 0.14% of the portfolio, ranked #79.

Sonoma Allocations first reported a position in BAC in Q3 2025 and has held it in 4 quarters since. The position peaked at $561K in Q4 2025. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Sonoma Allocations held 7,641 shares of Bank of America worth $446K as of Q2 2026.
  • Sonoma Allocations sold 1,182 Bank of America shares in Q2 2026, an estimated $62.9K.
  • Bank of America made up 0.14% of Sonoma Allocations's portfolio in Q2 2026, its #79 holding.
  • Sonoma Allocations first reported a position in Bank of America in Q3 2025 and has held it in 4 quarters since.
  • Sonoma Allocations's Bank of America position peaked at $561K in Q4 2025.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.