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Stolper & Co’s Bank of America BAC Stock Holding History

Stolper & Co’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 		$10.1M Buy
176,763
+97,255
+122% +$5.17M 2.6% 11
2026
Q1 		$9.43M Sell
79,508
-93,852
-54% -$4.84M 2.68% 12
2025
Q4 		$9.54M Buy
173,360
+576
+0.3% +$30.4K 2.81% 8
2025
Q3 		$8.91M Sell
172,784
-506
-0.3% -$24.7K 2.7% 9
2025
Q2 		$8.2M Sell
173,290
-1,972
-1% -$83K 2.69% 10
2025
Q1 		$7.31M Sell
175,262
-1,761
-1% -$78.5K 2.4% 15
2024
Q4 		$7.78M Buy
177,023
+458
+0.3% +$20.1K 2.59% 11
2024
Q3 		$7.01M Sell
176,565
-953
-0.5% -$38.2K 2.29% 16
2024
Q2 		$7.06M Buy
177,518
+2,353
+1% +$90.2K 2.49% 12
2024
Q1 		$6.64M Buy
175,165
+618
+0.4% +$21.2K 2.4% 14
2023
Q4 		$5.88M Buy
174,547
+704
+0.4% +$20.5K 2.37% 16
2023
Q3 		$4.76M Sell
173,843
-109
-0.1% -$3.23K 2.06% 17
2023
Q2 		$4.99M Buy
173,952
+29,407
+20% +$839K 2.1% 18
2023
Q1 		$4.13M Buy
144,545
+2,344
+2% +$77.4K 1.77% 23
2022
Q4 		$4.71M Buy
142,201
+9,299
+7% +$320K 2.06% 21
2022
Q3 		$4.01M Buy
132,902
+1,061
+0.8% +$35.5K 1.98% 19
2022
Q2 		$4.1M Buy
131,841
+39
+0% +$1.4K 1.93% 20
2022
Q1 		$5.43M Buy
131,802
+72
+0.1% +$3.25K 2.3% 14
2021
Q4 		$5.86M Sell
131,730
-333
-0.3% -$15.2K 2.61% 11
2021
Q3 		$5.61M Sell
132,063
-2,113
-2% -$85.1K 2.68% 8
2021
Q2 		$5.53M Buy
134,176
+697
+0.5% +$28.6K 2.61% 10
2021
Q1 		$5.16M Sell
133,479
-2,150
-2% -$74.2K 2.66% 10
2020
Q4 		$4.11M Sell
135,629
-469
-0.3% -$12.6K 2.31% 15
2020
Q3 		$3.28M Sell
136,098
-2,355
-2% -$58.6K 2.12% 16
2020
Q2 		$3.29M Sell
138,453
-3,288
-2% -$77.7K 2.15% 15
2020
Q1 		$3.01M Buy
+141,741
New +$4.25M 2.16% 14

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stolper & Co's BAC Position: Q2 2026 in Review

Stolper & Co increased its Bank of America (BAC) stake by 122% in Q2 2026, buying an estimated $5.17M and bringing the position to 176,763 shares worth $10.1M. The position accounts for 2.6% of the portfolio, ranked #11.

Stolper & Co first reported a position in BAC in Q1 2020 and has held it in 26 quarters since. 729 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Stolper & Co held 176,763 shares of Bank of America worth $10.1M as of Q2 2026.
  • Stolper & Co bought 97,255 Bank of America shares in Q2 2026, an estimated $5.17M.
  • Bank of America made up 2.6% of Stolper & Co's portfolio in Q2 2026, its #11 holding.
  • Stolper & Co first reported a position in Bank of America in Q1 2020 and has held it in 26 quarters since.
  • 729 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.