YIM
BAC icon

Yoffe Investment Management’s Bank of America BAC Stock Holding History

Yoffe Investment Management’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 		$318K Hold
5,573
– – 0.36% 89
2026
Q1 		$272K Hold
5,573
– – 0.35% 94
2025
Q4 		$307K Hold
5,573
– – 0.39% 87
2025
Q3 		$288K Hold
5,573
– – 0.37% 93
2025
Q2 		$264K Hold
5,573
– – 0.36% 98
2025
Q1 		$233K Hold
5,573
– – 0.34% 102
2024
Q4 		$245K Buy
+5,573
New +$245K 0.36% 93

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Yoffe Investment Management's BAC Position: Q2 2026 in Review

Yoffe Investment Management held its Bank of America (BAC) position steady in Q2 2026 at 5,573 shares worth $318K. The position accounts for 0.36% of the portfolio, ranked #89.

Yoffe Investment Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 599 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Yoffe Investment Management held 5,573 shares of Bank of America worth $318K as of Q2 2026.
  • Yoffe Investment Management left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.36% of Yoffe Investment Management's portfolio in Q2 2026, its #89 holding.
  • Yoffe Investment Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 599 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.