William B. Walkup & Associates’s Bank of America BAC Stock Holding History

William B. Walkup & Associates’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	$857K	Buy	15,044 +1,216	+9%	+$64.7K	0.41%	53
2026 Q1	$577K	Sell	13,828 -487	-3%	-$25.1K	0.34%	59
2025 Q4	$787K	Buy	14,315 +295	+2%	+$15.6K	0.43%	52
2025 Q3	$723K	Buy	14,020 +192	+1%	+$9.37K	0.39%	53
2025 Q2	$654K	Hold	13,828	–	–	0.39%	55
2025 Q1	$577K	Hold	13,828	–	–	0.35%	58
2024 Q4	$608K	Sell	13,828 -150	-1%	-$6.6K	0.38%	59
2024 Q3	$555K	Sell	13,978 -1,700	-11%	-$68.1K	0.34%	63
2024 Q2	$624K	Buy	+15,678	New	+$601K	0.41%	57

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

William B. Walkup & Associates's BAC Position: Q2 2026 in Review

William B. Walkup & Associates increased its Bank of America (BAC) stake by 8.8% in Q2 2026, buying an estimated $64.7K and bringing the position to 15,044 shares worth $857K. The position accounts for 0.41% of the portfolio, ranked #53.

William B. Walkup & Associates first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

William B. Walkup & Associates held 15,044 shares of Bank of America worth $857K as of Q2 2026.
William B. Walkup & Associates bought 1,216 Bank of America shares in Q2 2026, an estimated $64.7K.
Bank of America made up 0.41% of William B. Walkup & Associates's portfolio in Q2 2026, its #53 holding.
William B. Walkup & Associates first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.