SFA
BAC icon

Spectrum Financial Alliance’s Bank of America BAC Stock Holding History

Spectrum Financial Alliance’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
2018
Q2 		– Sell
-833
Closed -$7K – 103
2018
Q1 		$7K Buy
+833
New +$26.2K ﹤0.01% 82

Other funds holding BAC

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Spectrum Financial Alliance's BAC Position: Q2 2026 in Review

Spectrum Financial Alliance increased its Bank of America (BAC) stake by 7.8% in Q2 2026, buying an estimated $4.99M and bringing the position to 1,300,644 shares worth $74.1M. The position accounts for 10.91% of the portfolio, ranked #3.

Spectrum Financial Alliance first reported a position in BAC in Q1 2018 and has held it in 32 quarters since. 2,267 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Spectrum Financial Alliance held 1,300,644 shares of Bank of America worth $74.1M as of Q2 2026.
  • Spectrum Financial Alliance bought 93,892 Bank of America shares in Q2 2026, an estimated $4.99M.
  • Bank of America made up 10.91% of Spectrum Financial Alliance's portfolio in Q2 2026, its #3 holding.
  • Spectrum Financial Alliance first reported a position in Bank of America in Q1 2018 and has held it in 32 quarters since.
  • 2,267 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Spectrum Financial Alliance's 13F filing for Q2 2026, filed 22 Jul 2026.