STAR Financial Bank’s Bank of America BAC Stock Holding History

STAR Financial Bank’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	$206K	Buy	+3,619	New	+$192K	0.08%	108
2025 Q1	–	Sell	-4,973	Closed	-$219K	–	107
2024 Q4	$219K	Sell	4,973 -3,516	-41%	-$155K	0.16%	102
2024 Q3	$337K	Sell	8,489 -2,208	-21%	-$88.5K	0.23%	87
2024 Q2	$425K	Buy	10,697 +164	+2%	+$6.29K	0.33%	74
2024 Q1	$399K	Sell	10,533 -510	-5%	-$17.5K	0.34%	71
2023 Q4	$372K	Hold	11,043	–	–	0.34%	72
2023 Q3	$302K	Sell	11,043 -1,000	-8%	-$29.6K	0.31%	74
2023 Q2	$346K	Buy	12,043 +190	+2%	+$5.42K	0.32%	72
2023 Q1	$339K	Buy	11,853 +483	+4%	+$15.9K	0.33%	69
2022 Q4	$377K	Buy	+11,370	New	+$392K	0.37%	64

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

STAR Financial Bank's BAC Position: Q2 2026 in Review

STAR Financial Bank opened a new position in Bank of America (BAC) in Q2 2026: 3,619 shares worth $206K. The stake represents 0.08% of the portfolio and ranks #108 among its holdings. This is a return to the name: STAR Financial Bank previously reported a position in BAC as recently as Q4 2024.

STAR Financial Bank first reported a position in BAC in Q4 2022 and has held it in 10 quarters since. The position peaked at $425K in Q2 2024. 3,612 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

STAR Financial Bank held 3,619 shares of Bank of America worth $206K as of Q2 2026.
Bank of America was a new STAR Financial Bank position in Q2 2026.
Bank of America made up 0.08% of STAR Financial Bank's portfolio in Q2 2026, its #108 holding.
STAR Financial Bank first reported a position in Bank of America in Q4 2022 and has held it in 10 quarters since.
STAR Financial Bank's Bank of America position peaked at $425K in Q2 2024.
3,612 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.