Spring Capital Management’s Bank of America BAC Stock Holding History

Spring Capital Management’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	$1M	Hold	17,571	–	–	0.49%	35
2026 Q1	$857K	Hold	17,571	–	–	0.43%	34
2025 Q4	$966K	Sell	17,571 -434	-2%	-$22.9K	0.49%	34
2025 Q3	$929K	Hold	18,005	–	–	0.45%	35
2025 Q2	$852K	Hold	18,005	–	–	0.45%	34
2025 Q1	$751K	Hold	18,005	–	–	0.41%	35
2024 Q4	$791K	Buy	18,005 +1,262	+8%	+$55.5K	0.47%	29
2024 Q3	$458K	Hold	16,743	–	–	0.37%	25
2024 Q2	$480K	Hold	16,743	–	–	0.38%	26
2024 Q1	$635K	Hold	16,743	–	–	0.48%	26
2023 Q4	$564K	Hold	16,743	–	–	0.44%	27
2023 Q3	$458K	Hold	16,743	–	–	0.39%	27
2023 Q2	$480K	Hold	16,743	–	–	0.38%	27
2023 Q1	$479K	Buy	+16,743	New	+$553K	0.39%	28

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

Spring Capital Management's BAC Position: Q2 2026 in Review

Spring Capital Management held its Bank of America (BAC) position steady in Q2 2026 at 17,571 shares worth $1M. The position accounts for 0.49% of the portfolio, ranked #35.

Spring Capital Management first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. 1,162 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Spring Capital Management held 17,571 shares of Bank of America worth $1M as of Q2 2026.
Spring Capital Management left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.49% of Spring Capital Management's portfolio in Q2 2026, its #35 holding.
Spring Capital Management first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
1,162 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Spring Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.