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TFC Financial Management’s Bank of America BAC Stock Holding History

TFC Financial Management’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 		$174K Buy
3,059
+175
+6% +$9.31K 0.02% 154
2026
Q1 		$141K Sell
2,884
-244
-8% -$12.6K 0.02% 164
2025
Q4 		$172K Hold
3,128
– – 0.02% 143
2025
Q3 		$161K Buy
3,128
+168
+6% +$8.2K 0.02% 141
2025
Q2 		$140K Sell
2,960
-36
-1% -$1.51K 0.02% 160
2025
Q1 		$125K Sell
2,996
-190
-6% -$8.47K 0.02% 164
2024
Q4 		$140K Sell
3,186
-149
-4% -$6.55K 0.02% 157
2024
Q3 		$132K Buy
3,335
+1,667
+100% +$66.8K 0.02% 162
2024
Q2 		$66.4K Hold
1,668
– – 0.01% 216
2024
Q1 		$63.3K Sell
1,668
-860
-34% -$29.5K 0.01% 213
2023
Q4 		$85.1K Sell
2,528
-35
-1% -$1.02K 0.02% 185
2023
Q3 		$70.2K Buy
2,563
+218
+9% +$6.45K 0.02% 195
2023
Q2 		$67.3K Sell
2,345
-1,042
-31% -$29.7K 0.02% 197
2023
Q1 		$96.9K Sell
3,387
-910
-21% -$30K 0.03% 171
2022
Q4 		$142K Sell
4,297
-156
-4% -$5.37K 0.04% 122
2022
Q3 		$134K Hold
4,453
– – 0.04% 114
2022
Q2 		$139K Sell
4,453
-620
-12% -$22.3K 0.04% 120
2022
Q1 		$209K Sell
5,073
-95
-2% -$4.29K 0.06% 95
2021
Q4 		$230K Buy
5,168
+500
+11% +$22.8K 0.07% 93
2021
Q3 		$198K Buy
4,668
+2
+0% +$81 0.07% 100
2021
Q2 		$192K Buy
4,666
+2
+0% +$82 0.07% 101
2021
Q1 		$180K Sell
4,664
-307
-6% -$10.6K 0.07% 95
2020
Q4 		$151K Buy
4,971
+3
+0.1% +$80 0.06% 102
2020
Q3 		$120K Buy
+4,968
New +$124K 0.06% 103

Other funds holding BAC

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

TFC Financial Management's BAC Position: Q2 2026 in Review

TFC Financial Management increased its Bank of America (BAC) stake by 6.1% in Q2 2026, buying an estimated $9.31K and bringing the position to 3,059 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #154.

TFC Financial Management first reported a position in BAC in Q3 2020 and has held it in 24 quarters since. The position peaked at $230K in Q4 2021. 1,824 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • TFC Financial Management held 3,059 shares of Bank of America worth $174K as of Q2 2026.
  • TFC Financial Management bought 175 Bank of America shares in Q2 2026, an estimated $9.31K.
  • Bank of America made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #154 holding.
  • TFC Financial Management first reported a position in Bank of America in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Bank of America position peaked at $230K in Q4 2021.
  • 1,824 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.