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

Steele 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	$1.03M	Sell	18,143 -330	-2%	-$17.6K	0.04%	74
2026 Q1	$901K	Sell	18,473 -1,056	-5%	-$54.5K	0.04%	75
2025 Q4	$1.07M	Buy	19,529 +330	+2%	+$17.4K	0.05%	66
2025 Q3	$990K	Hold	19,199	–	–	0.04%	70
2025 Q2	$909K	Sell	19,199 -908	-5%	-$38.2K	0.04%	70
2025 Q1	$839K	Sell	20,107 -1,330	-6%	-$59.3K	0.04%	70
2024 Q4	$942K	Buy	21,437 +165	+0.8%	+$7.26K	0.05%	67
2024 Q3	$844K	Sell	21,272 -250	-1%	-$10K	0.04%	65
2024 Q2	$856K	Hold	21,522	–	–	0.05%	74
2024 Q1	$816K	Sell	21,522 -56	-0.3%	-$1.92K	0.05%	72
2023 Q4	$727K	Buy	+21,578	New	+$628K	0.05%	76

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

Steele Capital Management reduced its Bank of America (BAC) stake by 1.8% in Q2 2026, selling an estimated $17.6K and leaving 18,143 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #74.

Steele Capital Management first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q4 2025. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Steele Capital Management held 18,143 shares of Bank of America worth $1.03M as of Q2 2026.
Steele Capital Management sold 330 Bank of America shares in Q2 2026, an estimated $17.6K.
Bank of America made up 0.04% of Steele Capital Management's portfolio in Q2 2026, its #74 holding.
Steele Capital Management first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
Steele Capital Management's Bank of America position peaked at $1.07M in Q4 2025.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.