Sumitomo Mitsui Financial Group’s Bank of America BAC Stock Holding History

Sumitomo Mitsui Financial Group’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	$62.7K	Buy	+1,100	New	+$58.5K	﹤0.01%	187
2019 Q4	–	Sell	-2,000	Closed	-$58K	–	131
2019 Q3	$58K	Buy	+2,000	New	+$57.5K	﹤0.01%	116
2018 Q2	–	Sell	-915	Closed	-$27K	–	109
2018 Q1	$27K	Hold	915	–	–	﹤0.01%	111
2017 Q4	$27K	Hold	915	–	–	﹤0.01%	89
2017 Q3	$23K	Hold	915	–	–	﹤0.01%	91
2017 Q2	$22K	Buy	+915	New	+$21.3K	﹤0.01%	96

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

Sumitomo Mitsui Financial Group's BAC Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group opened a new position in Bank of America (BAC) in Q2 2026: 1,100 shares worth $62.7K. The stake represents ﹤0.01% of the portfolio and ranks #187 among its holdings. This is a return to the name: Sumitomo Mitsui Financial Group previously reported a position in BAC as recently as Q3 2019.

Sumitomo Mitsui Financial Group first reported a position in BAC in Q2 2017 and has held it in 6 quarters since. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Sumitomo Mitsui Financial Group held 1,100 shares of Bank of America worth $62.7K as of Q2 2026.
Bank of America was a new Sumitomo Mitsui Financial Group position in Q2 2026.
Bank of America made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #187 holding.
Sumitomo Mitsui Financial Group first reported a position in Bank of America in Q2 2017 and has held it in 6 quarters since.
3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.