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

Team 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 		– Sell
-195
Closed -$9.5K – 72
2026
Q1 		$9.5K Buy
195
+1
+0.5% +$52 ﹤0.01% 198
2025
Q4 		$10.7K Buy
194
+1
+0.5% +$53 ﹤0.01% 185
2025
Q3 		$9.94K Buy
193
+1
+0.5% +$49 ﹤0.01% 188
2025
Q2 		$9.07K Buy
+192
New +$8.08K ﹤0.01% 184

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Team Financial Group sold out of Bank of America (BAC) in Q2 2026, closing a stake of 195 shares — an estimated $9.5K sold.

Team Financial Group first reported a position in BAC in Q2 2025 and held it in 4 quarters. The position peaked at $10.7K in Q4 2025. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Team Financial Group reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 195 Bank of America shares in Q2 2026, an estimated $9.5K.
  • Team Financial Group first reported a position in Bank of America in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's Bank of America position peaked at $10.7K in Q4 2025.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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