BANK OF AMERICA CORP /DE/ (BAC) — Institutional Holders, Q2 2026 (page 14)
3,676 institutional investment managers reported a BAC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $312.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,301 to 1,400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BAC 13F holders ranked 1,301–1,400 of 3,676
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Independence Bank of Kentucky#1301 · 49,888 sh | 49,888 | $2.8M | — | +0.1% |
| 1302 | IFG Advisory#1302 · 44,802 sh | 44,802 | $2.8M | 0.10% | New |
| 1303 | Pinnacle Wealth Planning Services#1303 · 49,829 sh | 49,829 | $2.8M | 0.27% | -0.1% |
| 1304 | Inscription Capital#1304 · 49,797 sh | 49,797 | $2.8M | 0.25% | +8.0% |
| 1305 | guardian investment management#1305 · 49,770 sh | 49,770 | $2.8M | — | -9.1% |
| 1306 | Wellspring Financial Advisors#1306 · 49,747 sh | 49,747 | $2.8M | 0.19% | -3.3% |
| 1307 | Pinnacle Bancorp#1307 · 49,711 sh | 49,711 | $2.8M | — | +12.0% |
| 1308 | HARMONY ASSET MANAGEMENT#1308 · 49,675 sh | 49,675 | $2.8M | — | 0.0% |
| 1309 | Portfolio Design Labs#1309 · 49,622 sh | 49,622 | $2.8M | 0.46% | +0.9% |
| 1310 | AEGON USA Investment Management#1310 · 2,248 sh | 2,248 | $2.8M | 2.02% | 0.0% |
| 1311 | MTM Investment Management#1311 · 49,538 sh | 49,538 | $2.8M | 0.81% | 0.0% |
| 1312 | ANGELES WEALTH MANAGEMENT#1312 · 47,390 sh | 47,390 | $2.8M | — | +3.1% |
| 1313 | Mirabaud Asset Management Ltd#1313 · 48,571 sh | 48,571 | $2.8M | 2.34% | New |
| 1314 | SIERRA SUMMIT ADVISORS#1314 · 49,273 sh | 49,273 | $2.8M | 0.31% | +1.2% |
| 1315 | MWA Asset Management#1315 · 49,101 sh | 49,101 | $2.8M | 1.26% | +0.7% |
| 1316 | Atlantic Edge Private Wealth Management#1316 · 49,092 sh | 49,092 | $2.8M | — | +11.4% |
| 1317 | Lafayette Investments#1317 · 49,030 sh | 49,030 | $2.8M | 0.52% | -2.2% |
| 1318 | Magnus Financial Group#1318 · 25,706 sh | 25,706 | $2.8M | — | +4.4% |
| 1319 | Boston Walden#1319 · 48,916 sh | 48,916 | $2.8M | 0.02% | +0.2% |
| 1320 | Colonial / SC#1320 · 47,859 sh | 47,859 | $2.8M | 0.35% | +225.2% |
| 1321 | Summit Asset Management#1321 · 48,674 sh | 48,674 | $2.8M | 0.36% | 0.0% |
| 1322 | Gibbs Wealth Management#1322 · 48,467 sh | 48,467 | $2.8M | — | +0.1% |
| 1323 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL#1323 · 113,798 sh | 113,798 | $2.8M | — | 0.0% |
| 1324 | F/m Investments#1324 · 48,304 sh | 48,304 | $2.8M | 0.14% | -0.4% |
| 1325 | Palumbo Wealth Management#1325 · 48,287 sh | 48,287 | $2.8M | 0.58% | -2.9% |
| 1326 | Claro Advisors#1326 · 48,271 sh | 48,271 | $2.8M | 0.29% | +3.2% |
| 1327 | Americana Partners#1327 · 48,245 sh | 48,245 | $2.7M | 0.06% | -7.9% |
| 1328 | Midwest#1328 · 48,181 sh | 48,181 | $2.7M | — | -2.7% |
| 1329 | Probity Advisors#1329 · 48,161 sh | 48,161 | $2.7M | — | -0.8% |
| 1330 | Howard Capital Management#1330 · 48,108 sh | 48,108 | $2.7M | — | +80.4% |
| 1331 | KKM Financial#1331 · 44,482 sh | 44,482 | $2.7M | 0.38% | -19.6% |
| 1332 | Register Financial Advisors#1332 · 48,041 sh | 48,041 | $2.7M | — | +1.4% |
| 1333 | NVWM#1333 · 48,026 sh | 48,026 | $2.7M | — | -1.9% |
| 1334 | Generali Investments Towarzystwo Funduszy Inwestycyjnych#1334 · 48,000 sh | 48,000 | $2.7M | 1.10% | +12.9% |
| 1335 | CHILTON CAPITAL MANAGEMENT#1335 · 47,971 sh | 47,971 | $2.7M | 0.09% | -81.1% |
| 1336 | CITY HOLDING#1336 · 47,884 sh | 47,884 | $2.7M | — | +6.5% |
| 1337 | CATALYST FINANCIAL PARTNERS#1337 · 47,847 sh | 47,847 | $2.7M | 0.27% | +5.7% |
| 1338 | PCM Encore#1338 · 47,801 sh | 47,801 | $2.7M | 0.48% | -2.6% |
| 1339 | Advyzon Investment Management#1339 · 47,758 sh | 47,758 | $2.7M | 0.20% | +9.8% |
| 1340 | Orange Investment Advisors#1340 · 47,649 sh | 47,649 | $2.7M | — | -5.9% |
| 1341 | Douglass Winthrop Advisors#1341 · 47,640 sh | 47,640 | $2.7M | 0.05% | +0.4% |
| 1342 | WASHINGTON BANK#1342 · 47,520 sh | 47,520 | $2.7M | 0.19% | +0.8% |
| 1343 | VestGen Advisors#1343 · 47,454 sh | 47,454 | $2.7M | 0.08% | +4.9% |
| 1344 | KENNEDY INVESTMENT GROUP#1344 · 47,236 sh | 47,236 | $2.7M | — | -7.4% |
| 1345 | VIAWEALTH#1345 · 47,224 sh | 47,224 | $2.7M | 1.35% | -0.1% |
| 1346 | INVESTORS ASSET MANAGEMENT OF GEORGIA /GA#1346 · 47,182 sh | 47,182 | $2.7M | — | +6.9% |
| 1347 | Cercano Management#1347 · 47,170 sh | 47,170 | $2.7M | 0.26% | -68.5% |
| 1348 | JEPPSON WEALTH MANAGEMENT#1348 · 47,015 sh | 47,015 | $2.7M | — | -4.3% |
| 1349 | Evercore Wealth Management#1349 · 46,844 sh | 46,844 | $2.7M | 0.04% | -0.9% |
| 1350 | 3Chopt Investment Partners#1350 · 46,757 sh | 46,757 | $2.7M | 0.50% | -11.1% |
| 1351 | Octavia Wealth Advisors#1351 · 46,570 sh | 46,570 | $2.7M | 0.23% | -9.2% |
| 1352 | Wynn Capital#1352 · 46,444 sh | 46,444 | $2.6M | — | +0.7% |
| 1353 | MARTIN#1353 · 46,299 sh | 46,299 | $2.6M | 0.41% | +1.4% |
| 1354 | GoalVest Advisory#1354 · 46,164 sh | 46,164 | $2.6M | — | +17.9% |
| 1355 | Old Mission Investment#1355 · 46,018 sh | 46,018 | $2.6M | — | -0.4% |
| 1356 | PEAK6#1356 · 45,856 sh | 45,856 | $2.6M | <0.01% | New |
| 1357 | Ethos Financial Group#1357 · 71,128 sh | 71,128 | $2.6M | 0.17% | +9.6% |
| 1358 | Visionary Wealth Advisors#1358 · 45,598 sh | 45,598 | $2.6M | 0.10% | +2.2% |
| 1359 | NTV ASSET MANAGEMENT#1359 · 45,554 sh | 45,554 | $2.6M | — | -2.5% |
| 1360 | GSA CAPITAL PARTNERS LLP#1360 · 45,486 sh | 45,486 | $2.6M | 0.16% | +81.9% |
| 1361 | Texas Capital Bank Wealth Management Services#1361 · 45,201 sh | 45,201 | $2.6M | 0.14% | -44.4% |
| 1362 | WITTENBERG INVESTMENT MANAGEMENT#1362 · 45,164 sh | 45,164 | $2.6M | 0.88% | 0.0% |
| 1363 | Legacy Advisors#1363 · 45,115 sh | 45,115 | $2.6M | — | +29.9% |
| 1364 | CHAPMAN FINANCIAL GROUP#1364 · 44,890 sh | 44,890 | $2.6M | — | -0.7% |
| 1365 | Gateway Wealth Partners#1365 · 44,920 sh | 44,920 | $2.6M | 0.15% | -39.4% |
| 1366 | CRA Financial Services#1366 · 44,870 sh | 44,870 | $2.6M | — | -0.4% |
| 1367 | KLINGENSTEIN FIELDS#1367 · 44,554 sh | 44,554 | $2.5M | 0.09% | -14.4% |
| 1368 | SHUFRO ROSE#1368 · 44,493 sh | 44,493 | $2.5M | 0.15% | -2.0% |
| 1369 | CUMBERLAND ADVISORS#1369 · 44,400 sh | 44,400 | $2.5M | 0.89% | -11.0% |
| 1370 | WULFF, HANSEN#1370 · 44,303 sh | 44,303 | $2.5M | 1.93% | +0.4% |
| 1371 | FLORIDA FINANCIAL ADVISORS#1371 · 44,213 sh | 44,213 | $2.5M | 0.43% | +27.2% |
| 1372 | Falcon Wealth Planning#1372 · 44,208 sh | 44,208 | $2.5M | 0.16% | +0.5% |
| 1373 | Intellectus Partners#1373 · 44,143 sh | 44,143 | $2.5M | 0.44% | -1.8% |
| 1374 | Ramirez Asset Management#1374 · 44,077 sh | 44,077 | $2.5M | 0.26% | 0.0% |
| 1375 | AMG National Bank#1375 · 44,072 sh | 44,072 | $2.5M | 0.05% | -25.3% |
| 1376 | Everhart Financial Group#1376 · 44,011 sh | 44,011 | $2.5M | — | +0.2% |
| 1377 | Godshalk Welsh Capital Management#1377 · 43,870 sh | 43,870 | $2.5M | 1.35% | -0.5% |
| 1378 | KPP Advisory Services#1378 · 43,806 sh | 43,806 | $2.5M | — | -3.1% |
| 1379 | Gratus Wealth Advisors#1379 · 43,746 sh | 43,746 | $2.5M | — | +27.2% |
| 1380 | Berkeley Capital Partners#1380 · 43,739 sh | 43,739 | $2.5M | 0.51% | -8.0% |
| 1381 | Rehmann Capital Advisory Group#1381 · 43,599 sh | 43,599 | $2.5M | 0.11% | +2.3% |
| 1382 | HMS Capital Management#1382 · 43,421 sh | 43,421 | $2.5M | — | -2.4% |
| 1383 | Annis Gardner Whiting Capital Advisors#1383 · 43,400 sh | 43,400 | $2.5M | 0.37% | +0.9% |
| 1384 | Lebenthal Global Advisors#1384 · 43,385 sh | 43,385 | $2.5M | 0.33% | +0.7% |
| 1385 | Spire Wealth Management#1385 · 43,313 sh | 43,313 | $2.5M | 0.07% | +6.6% |
| 1386 | BlueCrest Capital Management Ltd#1386 · 43,260 sh | 43,260 | $2.5M | 0.08% | -93.1% |
| 1387 | Aventura Private Wealth#1387 · 43,155 sh | 43,155 | $2.5M | 0.75% | -0.1% |
| 1388 | WHITE PINE CAPITAL#1388 · 43,088 sh | 43,088 | $2.5M | 0.58% | +0.9% |
| 1389 | Gleason Group#1389 · 43,019 sh | 43,019 | $2.5M | — | +1.2% |
| 1390 | London & Capital Asset Management Ltd#1390 · 42,989 sh | 42,989 | $2.4M | 0.02% | -12.3% |
| 1391 | Regal Investment Advisors#1391 · 42,963 sh | 42,963 | $2.4M | 0.13% | -0.3% |
| 1392 | EverSource Wealth Advisors#1392 · 41,895 sh | 41,895 | $2.4M | 0.08% | +239.7% |
| 1393 | MBL Wealth#1393 · 42,943 sh | 42,943 | $2.4M | — | +19.1% |
| 1394 | Cardinal Point Capital Management, ULC#1394 · 42,876 sh | 42,876 | $2.4M | — | +12.6% |
| 1395 | New Republic Capital#1395 · 42,824 sh | 42,824 | $2.4M | 0.56% | +258.7% |
| 1396 | Retirement Planning of New England#1396 · 42,815 sh | 42,815 | $2.4M | — | -0.4% |
| 1397 | Saiph Capital#1397 · 134,048 sh | 134,048 | $2.4M | 0.73% | +1.9% |
| 1398 | Financial Engines Advisors L.L.C.#1398 · 42,606 sh | 42,606 | $2.4M | <0.01% | +0.1% |
| 1399 | Altman Advisors#1399 · 42,560 sh | 42,560 | $2.4M | 0.87% | -0.5% |
| 1400 | CIM INVESTMENT MANAGEMENT#1400 · 42,545 sh | 42,545 | $2.4M | 0.58% | +262.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.