WF
BAC icon

Whelan Financial’s Bank of America BAC Stock Holding History

Whelan Financial’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 		$1.64M Buy
28,820
+1,763
+7% +$93.8K 0.45% 26
2026
Q1 		$1.32M Buy
27,057
+2,286
+9% +$118K 0.41% 28
2025
Q4 		$1.36M Buy
24,771
+3,372
+16% +$178K 0.43% 29
2025
Q3 		$1.1M Buy
21,399
+6,005
+39% +$293K 0.35% 34
2025
Q2 		$728K Buy
15,394
+4,007
+35% +$169K 0.26% 31
2025
Q1 		$475K Buy
11,387
+6,748
+145% +$301K 0.18% 35
2024
Q4 		$204K Buy
+4,639
New +$204K 0.08% 58

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

Whelan Financial's BAC Position: Q2 2026 in Review

Whelan Financial increased its Bank of America (BAC) stake by 6.5% in Q2 2026, buying an estimated $93.8K and bringing the position to 28,820 shares worth $1.64M. The position accounts for 0.45% of the portfolio, ranked #26.

Whelan Financial first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Whelan Financial held 28,820 shares of Bank of America worth $1.64M as of Q2 2026.
  • Whelan Financial bought 1,763 Bank of America shares in Q2 2026, an estimated $93.8K.
  • Bank of America made up 0.45% of Whelan Financial's portfolio in Q2 2026, its #26 holding.
  • Whelan Financial first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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