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Taylor Financial Group’s Bank of America BAC Stock Holding History

Taylor 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 		$249K Hold
4,363
– – 0.14% 95
2026
Q1 		$213K Hold
4,363
– – 0.13% 97
2025
Q4 		$240K Hold
4,363
– – 0.14% 95
2025
Q3 		$225K Hold
4,363
– – 0.13% 99
2025
Q2 		$206K Buy
+4,363
New +$184K 0.13% 101

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Taylor Financial Group's BAC Position: Q2 2026 in Review

Taylor Financial Group held its Bank of America (BAC) position steady in Q2 2026 at 4,363 shares worth $249K. The position accounts for 0.14% of the portfolio, ranked #95.

Taylor Financial Group first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. 1,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Taylor Financial Group held 4,363 shares of Bank of America worth $249K as of Q2 2026.
  • Taylor Financial Group left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.14% of Taylor Financial Group's portfolio in Q2 2026, its #95 holding.
  • Taylor Financial Group first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.