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United Asset Strategies’s Bank of America BAC Stock Holding History

United Asset Strategies’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 		$19.3M Buy
338,928
+2,689
+0.8% +$143K 1.36% 16
2026
Q1 		$16.4M Buy
336,239
+2,627
+0.8% +$136K 1.3% 22
2025
Q4 		$18.3M Buy
333,612
+1,766
+0.5% +$93.4K 1.42% 16
2025
Q3 		$17.1M Sell
331,846
-773
-0.2% -$37.7K 1.37% 18
2025
Q2 		$15.7M Sell
332,619
-1,967
-0.6% -$82.8K 1.34% 16
2025
Q1 		$14M Sell
334,586
-25,216
-7% -$1.12M 1.3% 23
2024
Q4 		$15.8M Sell
359,802
-1,098
-0.3% -$48.3K 1.45% 16
2024
Q3 		$14.3M Buy
360,900
+3,351
+0.9% +$134K 1.33% 21
2024
Q2 		$14.2M Buy
357,549
+124
+0% +$4.75K 1.4% 20
2024
Q1 		$13.6M Buy
357,425
+30,276
+9% +$1.04M 1.35% 22
2023
Q4 		$11M Buy
327,149
+234,172
+252% +$6.82M 1.24% 27
2023
Q3 		$2.55M Buy
+92,977
New +$2.75M 0.33% 74
2023
Q1 		– Sell
-6,776
Closed -$224K – 226
2022
Q4 		$224K Sell
6,776
-986
-13% -$34K 0.03% 209
2022
Q3 		$234K Sell
7,762
-161
-2% -$5.38K 0.04% 186
2022
Q2 		$247K Sell
7,923
-5,589
-41% -$201K 0.04% 186
2022
Q1 		$557K Buy
13,512
+2,671
+25% +$121K 0.07% 149
2021
Q4 		$482K Buy
10,841
+1,672
+18% +$76.2K 0.06% 154
2021
Q3 		$389K Buy
9,169
+387
+4% +$15.6K 0.05% 160
2021
Q2 		$362K Sell
8,782
-103,037
-92% -$4.22M 0.05% 164
2021
Q1 		$4.33M Buy
111,819
+450
+0.4% +$15.5K 0.63% 52
2020
Q4 		$3.38M Buy
111,369
+60,894
+121% +$1.63M 0.53% 58
2020
Q3 		$1.22M Buy
+50,475
New +$1.26M 0.22% 82
2020
Q2 		– Sell
-19,697
Closed -$418K – 189
2020
Q1 		$418K Buy
19,697
+36
+0.2% +$1.08K 0.1% 132
2019
Q4 		$692K Buy
19,661
+445
+2% +$14.4K 0.13% 128
2019
Q3 		$561K Buy
19,216
+526
+3% +$15.1K 0.12% 130
2019
Q2 		$542K Buy
18,690
+611
+3% +$17.6K 0.12% 132
2019
Q1 		$499K Sell
18,079
-4,365
-19% -$123K 0.12% 142
2018
Q4 		$553K Sell
22,444
-212
-0.9% -$5.75K 0.15% 122
2018
Q3 		$667K Sell
22,656
-643
-3% -$19.6K 0.16% 117
2018
Q2 		$657K Sell
23,299
-2,490
-10% -$74.3K 0.17% 119
2018
Q1 		$773K Buy
25,789
+925
+4% +$29.1K 0.23% 99
2017
Q4 		$734K Buy
24,864
+1,259
+5% +$34.7K 0.2% 106
2017
Q3 		$598K Sell
23,605
-2,136
-8% -$51.8K 0.34% 61
2017
Q2 		$624K Buy
25,741
+3,039
+13% +$70.9K 0.19% 97
2017
Q1 		$536K Sell
22,702
-2,716
-11% -$64.5K 0.16% 98
2016
Q4 		$562K Buy
25,418
+10,430
+70% +$201K 0.18% 96
2016
Q3 		$235K Sell
14,988
-1,965
-12% -$29.3K 0.08% 126
2016
Q2 		$225K Sell
16,953
-4,777
-22% -$67.1K 0.08% 125
2016
Q1 		$294K Sell
21,730
-5,259
-19% -$71K 0.13% 100
2015
Q4 		$454K Buy
26,989
+5,768
+27% +$97.5K 0.2% 90
2015
Q3 		$331K Buy
21,221
+422
+2% +$7.1K 0.15% 95
2015
Q2 		$354K Buy
20,799
+5,000
+32% +$82.4K 0.16% 98
2015
Q1 		$252K Buy
15,799
+679
+4% +$10.9K 0.12% 104
2014
Q4 		$270K Buy
+15,120
New +$259K 0.12% 104
2014
Q3 		– Sell
-13,612
Closed -$209K – 131
2014
Q2 		$209K Sell
13,612
-1,194
-8% -$18.5K 0.1% 111
2014
Q1 		$255K Buy
+14,806
New +$249K 0.14% 93

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
Aberdeen Group
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)
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

United Asset Strategies's BAC Position: Q2 2026 in Review

United Asset Strategies increased its Bank of America (BAC) stake by 0.8% in Q2 2026, buying an estimated $143K and bringing the position to 338,928 shares worth $19.3M. The position accounts for 1.36% of the portfolio, ranked #16.

United Asset Strategies first reported a position in BAC in Q1 2014 and has held it in 46 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • United Asset Strategies held 338,928 shares of Bank of America worth $19.3M as of Q2 2026.
  • United Asset Strategies bought 2,689 Bank of America shares in Q2 2026, an estimated $143K.
  • Bank of America made up 1.36% of United Asset Strategies's portfolio in Q2 2026, its #16 holding.
  • United Asset Strategies first reported a position in Bank of America in Q1 2014 and has held it in 46 quarters since.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.