Sterling Investment Advisors (Pennsylvania)’s Bank of America BAC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$343K	Hold	6,017	–	–	0.06%	176
2026 Q1	$293K	Hold	6,017	–	–	0.05%	175
2025 Q4	$331K	Hold	6,017	–	–	0.06%	162
2025 Q3	$310K	Hold	6,017	–	–	0.06%	161
2025 Q2	$285K	Sell	6,017 -79	-1%	-$3.32K	0.06%	160
2025 Q1	$254K	Buy	6,096 +79	+1%	+$3.52K	0.06%	160
2024 Q4	$264K	Buy	+6,017	New	+$265K	0.06%	141
2023 Q1	–	Sell	-6,759	Closed	-$224K	–	136
2022 Q4	$224K	Sell	6,759 -1,200	-15%	-$41.3K	0.08%	129
2022 Q3	$240K	Buy	+7,959	New	+$266K	0.09%	126

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

Sterling Investment Advisors (Pennsylvania)'s BAC Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its Bank of America (BAC) position steady in Q2 2026 at 6,017 shares worth $343K. The position accounts for 0.06% of the portfolio, ranked #176.

Sterling Investment Advisors (Pennsylvania) first reported a position in BAC in Q3 2022 and has held it in 9 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 6,017 shares of Bank of America worth $343K as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.06% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #176 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in Bank of America in Q3 2022 and has held it in 9 quarters since.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.