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SYM Financial Corp’s Bank of America BAC Stock Holding History

SYM Financial Corp’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 		$629K Buy
11,044
+1,509
+16% +$80.3K 0.05% 114
2026
Q1 		$465K Sell
9,535
-311
-3% -$16K 0.05% 141
2025
Q4 		$542K Sell
9,846
-1,139
-10% -$60.2K 0.06% 122
2025
Q3 		$567K Buy
10,985
+1,246
+13% +$60.8K 0.06% 101
2025
Q2 		$461K Sell
9,739
-6,417
-40% -$270K 0.05% 134
2025
Q1 		$674K Buy
16,156
+171
+1% +$7.62K 0.08% 73
2024
Q4 		$703K Buy
15,985
+1,379
+9% +$60.7K 0.09% 64
2024
Q3 		$580K Buy
14,606
+877
+6% +$35.1K 0.08% 64
2024
Q2 		$546K Buy
+13,729
New +$526K 0.09% 51

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SYM Financial Corp's BAC Position: Q2 2026 in Review

SYM Financial Corp increased its Bank of America (BAC) stake by 16% in Q2 2026, buying an estimated $80.3K and bringing the position to 11,044 shares worth $629K. The position accounts for 0.05% of the portfolio, ranked #114.

SYM Financial Corp first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. The position peaked at $703K in Q4 2024. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • SYM Financial Corp held 11,044 shares of Bank of America worth $629K as of Q2 2026.
  • SYM Financial Corp bought 1,509 Bank of America shares in Q2 2026, an estimated $80.3K.
  • Bank of America made up 0.05% of SYM Financial Corp's portfolio in Q2 2026, its #114 holding.
  • SYM Financial Corp first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
  • SYM Financial Corp's Bank of America position peaked at $703K in Q4 2024.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.