Symmetry Partners’s Bank of America BAC Stock Holding History

Symmetry Partners’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	$613K	Buy	10,757 +6,118	+132%	+$325K	0.03%	111
2026 Q1	$226K	Sell	4,639 -177	-4%	-$9.13K	0.01%	179
2025 Q4	$265K	Sell	4,816 -294	-6%	-$15.5K	0.02%	150
2025 Q3	$264K	Buy	+5,110	New	+$249K	0.03%	134
2024 Q3	–	Sell	-43,000	Closed	-$1.71M	–	135
2024 Q2	$1.71M	Buy	43,000 +5,991	+16%	+$230K	0.09%	98
2024 Q1	$1.4M	Hold	37,009	–	–	0.11%	130
2023 Q4	$1.25M	Sell	37,009 -9,364	-20%	-$273K	0.07%	137
2023 Q3	$1.27M	Sell	46,373 -3,999	-8%	-$118K	0.07%	146
2023 Q2	$1.45M	Hold	50,372	–	–	0.08%	136
2023 Q1	$1.44M	Hold	50,372	–	–	0.08%	135
2022 Q4	$1.67M	Sell	50,372 -1,063	-2%	-$36.6K	0.1%	114
2022 Q3	$1.55M	Hold	51,435	–	–	0.1%	107
2022 Q2	$1.6M	Sell	51,435 -16,673	-24%	-$600K	0.11%	97
2022 Q1	$2.81M	Sell	68,108 -29,633	-30%	-$1.34M	0.18%	66
2021 Q4	$4.35M	Buy	97,741 +23,537	+32%	+$1.07M	0.28%	48
2021 Q3	$3.28M	Buy	74,204 +16,673	+29%	+$672K	0.22%	63
2021 Q2	$2.37M	Hold	57,531	–	–	0.16%	84
2021 Q1	$2.23M	Sell	57,531 -2,336	-4%	-$80.6K	0.16%	82
2020 Q4	$1.81M	Buy	59,867 +2,914	+5%	+$78.1K	0.14%	97
2020 Q3	$1.37M	Buy	56,953 +42,852	+304%	+$1.07M	0.12%	112
2020 Q2	$335K	Sell	14,101 -95,849	-87%	-$2.26M	0.04%	216
2020 Q1	$2.33M	Buy	109,950 +87,401	+388%	+$2.62M	0.52%	35
2019 Q4	$794K	Buy	+22,549	New	+$729K	0.16%	77
2019 Q1	–	Sell	-37,663	Closed	-$928K	–	424
2018 Q4	$928K	Buy	+37,663	New	+$1.02M	0.24%	61

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

Symmetry Partners's BAC Position: Q2 2026 in Review

Symmetry Partners increased its Bank of America (BAC) stake by 132% in Q2 2026, buying an estimated $325K and bringing the position to 10,757 shares worth $613K. The position accounts for 0.03% of the portfolio, ranked #111.

Symmetry Partners first reported a position in BAC in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.35M in Q4 2021. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Symmetry Partners held 10,757 shares of Bank of America worth $613K as of Q2 2026.
Symmetry Partners bought 6,118 Bank of America shares in Q2 2026, an estimated $325K.
Bank of America made up 0.03% of Symmetry Partners's portfolio in Q2 2026, its #111 holding.
Symmetry Partners first reported a position in Bank of America in Q4 2018 and has held it in 24 quarters since.
Symmetry Partners's Bank of America position peaked at $4.35M in Q4 2021.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.