SS&H Financial Advisors’s Bank of America BAC Stock Holding History

SS&H Financial Advisors’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	$4.02M	Buy	+70,483	New	+$3.75M	1.03%	26
2025 Q4	$3.73M	Buy	67,783 +275	+0.4%	+$14.5K	1.09%	23
2025 Q3	$3.48M	Hold	67,508	–	–	1.06%	24
2025 Q2	$3.19M	Sell	67,508 -1,025	-1%	-$43.1K	1.07%	26
2025 Q1	$2.86M	Sell	68,533 -1,025	-1%	-$45.7K	1.07%	26
2024 Q4	$3.06M	Sell	69,558 -250	-0.4%	-$11K	1.11%	19
2024 Q3	$2.77M	Hold	69,808	–	–	1.01%	27
2024 Q2	$2.78M	Hold	69,808	–	–	1.08%	23
2024 Q1	$2.65M	Hold	69,808	–	–	1.1%	24
2023 Q4	$2.35M	Sell	69,808 -1,500	-2%	-$43.7K	1%	30
2023 Q3	$1.95M	Buy	+71,308	New	+$2.11M	0.91%	30
2023 Q1	$1.91M	Buy	66,633 +2,400	+4%	+$79.2K	0.87%	33
2022 Q4	$2.13M	Hold	64,233	–	–	1.01%	29
2022 Q3	$1.94M	Sell	64,233 -1,000	-2%	-$33.4K	1%	27
2022 Q2	$2.03M	Buy	65,233 +1,958	+3%	+$70.5K	0.94%	29
2022 Q1	$2.61M	Buy	+63,275	New	+$2.85M	1.02%	27

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SS&H Financial Advisors's BAC Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Bank of America (BAC) in Q2 2026: 70,483 shares worth $4.02M. The stake represents 1.03% of the portfolio and ranks #26 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in BAC as recently as Q4 2025.

SS&H Financial Advisors first reported a position in BAC in Q1 2022 and has held it in 16 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

SS&H Financial Advisors held 70,483 shares of Bank of America worth $4.02M as of Q2 2026.
Bank of America was a new SS&H Financial Advisors position in Q2 2026.
Bank of America made up 1.03% of SS&H Financial Advisors's portfolio in Q2 2026, its #26 holding.
SS&H Financial Advisors first reported a position in Bank of America in Q1 2022 and has held it in 16 quarters since.
3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.