Toth Financial Advisory’s Bank of America BAC Stock Holding History

Toth Financial Advisory’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
2020 Q2	–	Sell	-100	Closed	-$2K	–	550
2020 Q1	$2K	Buy	+100	New	+$3K	﹤0.01%	378

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Toth Financial Advisory's BAC Position: Q2 2026 in Review

Toth Financial Advisory increased its Bank of America (BAC) stake by 95% in Q2 2026, buying an estimated $808K and bringing the position to 31,144 shares worth $1.77M. The position accounts for 0.17% of the portfolio, ranked #117.

Toth Financial Advisory first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Toth Financial Advisory held 31,144 shares of Bank of America worth $1.77M as of Q2 2026.
Toth Financial Advisory bought 15,194 Bank of America shares in Q2 2026, an estimated $808K.
Bank of America made up 0.17% of Toth Financial Advisory's portfolio in Q2 2026, its #117 holding.
Toth Financial Advisory first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.