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YHB Investment Advisors’s Bank of America BAC Stock Holding History

YHB Investment Advisors’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 		$806K Buy
14,147
+123
+0.9% +$6.54K 0.05% 192
2026
Q1 		$684K Sell
14,024
-5,753
-29% -$297K 0.05% 188
2025
Q4 		$1.09M Sell
19,777
-775
-4% -$41K 0.08% 155
2025
Q3 		$1.06M Buy
20,552
+361
+2% +$17.6K 0.08% 156
2025
Q2 		$955K Sell
20,191
-863
-4% -$36.3K 0.07% 162
2025
Q1 		$879K Buy
21,054
+769
+4% +$34.3K 0.07% 156
2024
Q4 		$892K Buy
20,285
+4,921
+32% +$217K 0.07% 155
2024
Q3 		$610K Sell
15,364
-2,717
-15% -$109K 0.05% 188
2024
Q2 		$719K Buy
18,081
+1,422
+9% +$54.5K 0.06% 170
2024
Q1 		$632K Sell
16,659
-670
-4% -$23K 0.06% 179
2023
Q4 		$583K Buy
17,329
+278
+2% +$8.09K 0.06% 176
2023
Q3 		$467K Buy
17,051
+196
+1% +$5.8K 0.04% 193
2023
Q2 		$484K Buy
16,855
+66
+0.4% +$1.88K 0.05% 192
2023
Q1 		$480K Sell
16,789
-116
-0.7% -$3.83K 0.05% 189
2022
Q4 		$560K Buy
16,905
+196
+1% +$6.75K 0.06% 175
2022
Q3 		$505K Buy
16,709
+46
+0.3% +$1.54K 0.06% 186
2022
Q2 		$519K Buy
16,663
+699
+4% +$25.2K 0.05% 184
2022
Q1 		$658K Sell
15,964
-842
-5% -$38K 0.06% 179
2021
Q4 		$748K Buy
16,806
+349
+2% +$15.9K 0.06% 181
2021
Q3 		$699K Sell
16,457
-5,465
-25% -$220K 0.06% 182
2021
Q2 		$904K Sell
21,922
-11,453
-34% -$469K 0.08% 173
2021
Q1 		$1.31M Sell
33,375
-151
-0.5% -$5.21K 0.11% 156
2020
Q4 		$1.02M Buy
33,526
+130
+0.4% +$3.48K 0.1% 161
2020
Q3 		$805K Buy
33,396
+1,471
+5% +$36.6K 0.09% 166
2020
Q2 		$758K Sell
31,925
-225
-0.7% -$5.32K 0.11% 118
2020
Q1 		$683K Buy
32,150
+64
+0.2% +$1.92K 0.12% 117
2019
Q4 		$1.13M Sell
32,086
-777
-2% -$25.1K 0.16% 105
2019
Q3 		$959K Buy
32,863
+610
+2% +$17.5K 0.15% 112
2019
Q2 		$935K Buy
32,253
+53
+0.2% +$1.53K 0.15% 113
2019
Q1 		$888K Buy
32,200
+204
+0.6% +$5.76K 0.14% 120
2018
Q4 		$788K Buy
31,996
+967
+3% +$26.2K 0.14% 119
2018
Q3 		$914K Sell
31,029
-43,373
-58% -$1.32M 0.14% 121
2018
Q2 		$2.1M Sell
74,402
-28,795
-28% -$859K 0.34% 86
2018
Q1 		$3.1M Sell
103,197
-31,407
-23% -$987K 0.52% 65
2017
Q4 		$3.97M Sell
134,604
-1,522
-1% -$42K 0.68% 46
2017
Q3 		$3.45M Sell
136,126
-25,324
-16% -$615K 0.62% 54
2017
Q2 		$3.92M Buy
161,450
+23,729
+17% +$553K 0.67% 45
2017
Q1 		$3.21M Buy
137,721
+2,012
+1% +$47.7K 0.62% 54
2016
Q4 		$3M Buy
135,709
+18,730
+16% +$361K 0.62% 55
2016
Q3 		$1.83M Buy
116,979
+565
+0.5% +$8.41K 0.44% 67
2016
Q2 		$1.54M Buy
116,414
+46,534
+67% +$654K 0.34% 79
2016
Q1 		$945K Sell
69,880
-45,466
-39% -$614K 0.26% 89
2015
Q4 		$1.94M Sell
115,346
-2,923
-2% -$49.4K 0.44% 71
2015
Q3 		$1.84M Buy
118,269
+28,238
+31% +$475K 0.44% 70
2015
Q2 		$1.53M Buy
90,031
+79,051
+720% +$1.3M 0.33% 84
2015
Q1 		$169K Buy
10,980
+273
+3% +$4.38K 0.04% 166
2014
Q4 		$192K Buy
10,707
+26
+0.2% +$445 0.04% 160
2014
Q3 		$182K Sell
10,681
-974
-8% -$15.5K 0.04% 150
2014
Q2 		$179K Buy
11,655
+1,006
+9% +$15.6K 0.04% 151
2014
Q1 		$183K Sell
10,649
-383
-3% -$6.44K 0.05% 149
2013
Q4 		$172K Sell
11,032
-2,170
-16% -$32.2K 0.05% 144
2013
Q3 		$182K Buy
13,202
+7
+0.1% +$100 0.05% 139
2013
Q2 		$170K Buy
+13,195
New +$168K 0.05% 140

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YHB Investment Advisors's BAC Position: Q2 2026 in Review

YHB Investment Advisors increased its Bank of America (BAC) stake by 0.88% in Q2 2026, buying an estimated $6.54K and bringing the position to 14,147 shares worth $806K. The position accounts for 0.05% of the portfolio, ranked #192.

YHB Investment Advisors first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.97M in Q4 2017. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • YHB Investment Advisors held 14,147 shares of Bank of America worth $806K as of Q2 2026.
  • YHB Investment Advisors bought 123 Bank of America shares in Q2 2026, an estimated $6.54K.
  • Bank of America made up 0.05% of YHB Investment Advisors's portfolio in Q2 2026, its #192 holding.
  • YHB Investment Advisors first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Bank of America position peaked at $3.97M in Q4 2017.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.