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

Southern 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 		$1.07M Sell
18,803
-10
-0.1% -$532 0.27% 20
2026
Q1 		$917K Buy
18,813
+148
+0.8% +$7.64K 0.26% 17
2025
Q4 		$1.03M Buy
+18,665
New +$987K 0.29% 14

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Southern Financial Group reduced its Bank of America (BAC) stake by 0.05% in Q2 2026, selling an estimated $532 and leaving 18,803 shares worth $1.07M. The position accounts for 0.27% of the portfolio, ranked #20.

Southern Financial Group first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 2,055 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Southern Financial Group held 18,803 shares of Bank of America worth $1.07M as of Q2 2026.
  • Southern Financial Group sold 10 Bank of America shares in Q2 2026, an estimated $532.
  • Bank of America made up 0.27% of Southern Financial Group's portfolio in Q2 2026, its #20 holding.
  • Southern Financial Group first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 2,055 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.