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Symphony Financial’s Bank of America BAC Stock Holding History

Symphony Financial’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 		$1.07M Buy
18,548
+1,824
+11% +$97K 0.12% 123
2026
Q1 		$804K Buy
16,724
+8,518
+104% +$440K 0.11% 127
2025
Q4 		$452K Sell
8,206
-1,259
-13% -$66.6K 0.06% 176
2025
Q3 		$484K Buy
9,465
+2,695
+40% +$131K 0.06% 165
2025
Q2 		$443K Buy
+6,770
New +$285K 0.06% 163
2024
Q3 		– Sell
-6,147
Closed -$244K – 227
2024
Q2 		$244K Buy
6,147
+6
+0.1% +$230 0.04% 186
2024
Q1 		$233K Sell
6,141
-1,364
-18% -$46.8K 0.05% 171
2023
Q4 		$241K Buy
+7,505
New +$219K 0.05% 179

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 $3.38T AUM 44.17% 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

Symphony Financial's BAC Position: Q2 2026 in Review

Symphony Financial increased its Bank of America (BAC) stake by 11% in Q2 2026, buying an estimated $97K and bringing the position to 18,548 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #123.

Symphony Financial first reported a position in BAC in Q4 2023 and has held it in 8 quarters since. 3,621 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Symphony Financial held 18,548 shares of Bank of America worth $1.07M as of Q2 2026.
  • Symphony Financial bought 1,824 Bank of America shares in Q2 2026, an estimated $97K.
  • Bank of America made up 0.12% of Symphony Financial's portfolio in Q2 2026, its #123 holding.
  • Symphony Financial first reported a position in Bank of America in Q4 2023 and has held it in 8 quarters since.
  • 3,621 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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