St. Clair Advisors’s Bank of America BAC Stock Holding History

St. Clair 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	$317K	Hold	5,560	–	–	0.08%	74
2026 Q1	$271K	Hold	5,560	–	–	0.07%	78
2025 Q4	$306K	Hold	5,560	–	–	0.08%	73
2025 Q3	$287K	Hold	5,560	–	–	0.08%	73
2025 Q2	$263K	Hold	5,560	–	–	0.07%	75
2025 Q1	$232K	Hold	5,560	–	–	0.07%	78
2024 Q4	$244K	Buy	+5,560	New	+$245K	0.07%	76

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

St. Clair Advisors's BAC Position: Q2 2026 in Review

St. Clair Advisors held its Bank of America (BAC) position steady in Q2 2026 at 5,560 shares worth $317K. The position accounts for 0.08% of the portfolio, ranked #74.

St. Clair Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 934 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

St. Clair Advisors held 5,560 shares of Bank of America worth $317K as of Q2 2026.
St. Clair Advisors left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.08% of St. Clair Advisors's portfolio in Q2 2026, its #74 holding.
St. Clair Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
934 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.