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Syntax Research’s Bank of America BAC Stock Holding History

Syntax Research’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 		$310K Buy
5,436
+7
+0.1% +$372 0.23% 50
2026
Q1 		$265K Sell
5,429
-92
-2% -$4.75K 0.17% 62
2025
Q4 		$304K Sell
5,521
-89
-2% -$4.71K 0.19% 61
2025
Q3 		$289K Buy
5,610
+8
+0.1% +$390 0.19% 64
2025
Q2 		$265K Buy
5,602
+7
+0.1% +$294 0.19% 61
2025
Q1 		$233K Buy
5,595
+8
+0.1% +$356 0.16% 65
2024
Q4 		$246K Buy
5,587
+8
+0.1% +$352 0.18% 61
2024
Q3 		$221K Buy
5,579
+9
+0.2% +$361 0.15% 60
2024
Q2 		$222K Buy
5,570
+16
+0.3% +$613 0.18% 55
2024
Q1 		$211K Buy
5,554
+409
+8% +$14K 0.16% 59
2023
Q4 		$173K Buy
5,145
+11
+0.2% +$320 0.15% 60
2023
Q3 		$141K Buy
+5,134
New +$152K 0.11% 62

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

Syntax Research's BAC Position: Q2 2026 in Review

Syntax Research increased its Bank of America (BAC) stake by 0.13% in Q2 2026, buying an estimated $372 and bringing the position to 5,436 shares worth $310K. The position accounts for 0.23% of the portfolio, ranked #50.

Syntax Research first reported a position in BAC in Q3 2023 and has held it in 12 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Syntax Research held 5,436 shares of Bank of America worth $310K as of Q2 2026.
  • Syntax Research bought 7 Bank of America shares in Q2 2026, an estimated $372.
  • Bank of America made up 0.23% of Syntax Research's portfolio in Q2 2026, its #50 holding.
  • Syntax Research first reported a position in Bank of America in Q3 2023 and has held it in 12 quarters since.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.