BANK OF AMERICA CORP /DE/ (BAC) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 3,676
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | Menard Financial Group#2201 · 13,442 sh | 13,442 | $766.0K | 0.42% | +1.7% |
| 2202 | CVA Family Office#2202 · 13,418 sh | 13,418 | $764.6K | 0.07% | +2.7% |
| 2203 | Forum Financial Management#2203 · 13,417 sh | 13,417 | $764.5K | — | -4.9% |
| 2204 | BURNEY#2204 · 13,410 sh | 13,410 | $764.1K | — | +14.4% |
| 2205 | Sagewood Asset Management#2205 · 13,408 sh | 13,408 | $764.0K | 0.17% | +44.0% |
| 2206 | Tandem Wealth Advisors#2206 · 13,361 sh | 13,361 | $761.3K | 0.30% | +5.7% |
| 2207 | Cladis Investment Advisory#2207 · 13,330 sh | 13,330 | $759.5K | 0.35% | -0.4% |
| 2208 | BRANDYWINE#2208 · 13,326 sh | 13,326 | $759.3K | 0.12% | 0.0% |
| 2209 | Gallagher Fiduciary Advisors#2209 · 13,317 sh | 13,317 | $758.8K | 0.03% | +2.5% |
| 2210 | Aristotle Capital Management#2210 · 13,300 sh | 13,300 | $757.8K | <0.01% | 0.0% |
| 2211 | MARINO, STRAM & ASSOCIATES#2211 · 13,288 sh | 13,288 | $757.2K | — | -2.0% |
| 2212 | ORRSTOWN FINANCIAL SERVICES#2212 · 13,272 sh | 13,272 | $756.2K | — | +42.8% |
| 2213 | Kepler Cheuvreux (Suisse) SA#2213 · 13,223 sh | 13,223 | $753.4K | — | -59.0% |
| 2214 | WealthCare Investment Partners#2214 · 13,206 sh | 13,206 | $752.4K | 0.18% | +1.1% |
| 2215 | Fiera Capital#2215 · 13,186 sh | 13,186 | $751.3K | <0.01% | 0.0% |
| 2216 | United Community Bank#2216 · 13,183 sh | 13,183 | $751.2K | 0.23% | -4.4% |
| 2217 | Maia Wealth#2217 · 13,181 sh | 13,181 | $751.1K | — | -16.7% |
| 2218 | Penserra Capital Management#2218 · 13,177 sh | 13,177 | $749.0K | <0.01% | +1582.9% |
| 2219 | PCG ASSET MANAGEMENT#2219 · 13,095 sh | 13,095 | $746.2K | 0.53% | -0.6% |
| 2220 | FOUNDERS GROVE WEALTH PARTNERS#2220 · 13,067 sh | 13,067 | $744.6K | — | +3.3% |
| 2221 | Proactive Wealth Strategies#2221 · 13,065 sh | 13,065 | $744.5K | 0.12% | +2.4% |
| 2222 | Navis Wealth Advisors#2222 · 13,027 sh | 13,027 | $742.3K | 0.28% | 0.0% |
| 2223 | SGL Investment Advisors#2223 · 11,619 sh | 11,619 | $742.0K | 0.26% | +43.3% |
| 2224 | Blossom Wealth Management#2224 · 13,005 sh | 13,005 | $741.0K | 1.04% | -3.5% |
| 2225 | MRP Capital Investments#2225 · 13,000 sh | 13,000 | $740.7K | 0.55% | +8.3% |
| 2226 | Sentinus#2226 · 12,989 sh | 12,989 | $740.1K | 0.06% | +16.1% |
| 2227 | Galvin, Gaustad & Stein#2227 · 7,398 sh | 7,398 | $740.1K | — | +4.2% |
| 2228 | Zullo Investment Group#2228 · 12,982 sh | 12,982 | $739.8K | — | -18.7% |
| 2229 | Pacific Sage Partners#2229 · 12,980 sh | 12,980 | $739.6K | — | 0.0% |
| 2230 | S.A. Mason#2230 · 12,956 sh | 12,956 | $738.3K | — | +1.7% |
| 2231 | Quantum Financial Advisors#2231 · 12,950 sh | 12,950 | $737.9K | 0.07% | -4.4% |
| 2232 | Wealth Dimensions Group, Ltd.#2232 · 12,942 sh | 12,942 | $737.4K | 0.13% | +1.5% |
| 2233 | Strategic Wealth Partners, Ltd.#2233 · 12,856 sh | 12,856 | $737.3K | 0.05% | -7.7% |
| 2234 | Argent Advisors#2234 · 12,916 sh | 12,916 | $735.9K | 0.18% | -0.3% |
| 2235 | Towercrest Capital Management#2235 · 12,875 sh | 12,875 | $733.6K | — | 0.0% |
| 2236 | WealthPLAN Partners#2236 · 12,869 sh | 12,869 | $733.3K | — | +8.1% |
| 2237 | RAINIER FAMILY WEALTH#2237 · 12,867 sh | 12,867 | $733.2K | 0.42% | -3.8% |
| 2238 | Syverson Strege#2238 · 12,864 sh | 12,864 | $733.0K | 0.16% | -0.9% |
| 2239 | SMITHBRIDGE ASSET MANAGEMENT#2239 · 12,862 sh | 12,862 | $732.9K | — | 0.0% |
| 2240 | Ergawealth Advisors#2240 · 12,855 sh | 12,855 | $732.5K | — | 0.0% |
| 2241 | HANOVER ADVISORS#2241 · 12,817 sh | 12,817 | $730.3K | 0.26% | 0.0% |
| 2242 | Buttonwood Financial Advisors#2242 · 12,800 sh | 12,800 | $729.3K | — | -0.8% |
| 2243 | Stone Summit Wealth#2243 · 12,800 sh | 12,800 | $729.3K | — | -3.0% |
| 2244 | Mezzasalma Advisors#2244 · 12,772 sh | 12,772 | $727.7K | — | +3.6% |
| 2245 | Financial Management Professionals#2245 · 12,767 sh | 12,767 | $727.5K | — | +5.8% |
| 2246 | FERGUSON WELLMAN CAPITAL MANAGEMENT#2246 · 12,766 sh | 12,766 | $727.4K | — | +3.2% |
| 2247 | Cottage Street Advisors#2247 · 12,692 sh | 12,692 | $726.0K | — | 0.0% |
| 2248 | BENEDICT FINANCIAL ADVISORS#2248 · 12,655 sh | 12,655 | $721.1K | — | -4.5% |
| 2249 | CM WEALTH ADVISORS#2249 · 12,648 sh | 12,648 | $720.7K | 0.13% | +0.8% |
| 2250 | Johnson Financial Group#2250 · 12,621 sh | 12,621 | $719.1K | 0.02% | -11.2% |
| 2251 | Harvest Fund Management , Ltd#2251 · 12,620 sh | 12,620 | $719.0K | 0.02% | 0.0% |
| 2252 | Lewis Asset Management#2252 · 12,616 sh | 12,616 | $718.8K | — | +0.1% |
| 2253 | Kazazian Asset Management#2253 · 12,595 sh | 12,595 | $717.7K | 0.64% | New |
| 2254 | Hudock#2254 · 12,589 sh | 12,589 | $717.4K | — | -1.7% |
| 2255 | Baron Wealth Management#2255 · 12,586 sh | 12,586 | $717.1K | 0.19% | -0.5% |
| 2256 | Investors Research#2256 · 12,577 sh | 12,577 | $716.6K | — | 0.0% |
| 2257 | Legacy Wealth Advisors#2257 · 12,536 sh | 12,536 | $714.3K | 0.31% | +43.6% |
| 2258 | Cascade Financial Partners#2258 · 12,531 sh | 12,531 | $714.0K | 0.06% | +12.5% |
| 2259 | RIVERSEDGE ADVISORS#2259 · 12,527 sh | 12,527 | $713.8K | — | +22.5% |
| 2260 | BlueStem Wealth Partners#2260 · 12,524 sh | 12,524 | $713.6K | 0.07% | +1.0% |
| 2261 | Rise Advisors#2261 · 12,509 sh | 12,509 | $712.8K | — | +1.6% |
| 2262 | EAGLE HARBOR ASSET MANAGEMENT#2262 · 12,498 sh | 12,498 | $712.1K | — | -14.8% |
| 2263 | Canvas Wealth Advisors#2263 · 12,464 sh | 12,464 | $710.2K | 0.10% | +0.8% |
| 2264 | BRIA Capital Group#2264 · 12,451 sh | 12,451 | $709.5K | — | -29.8% |
| 2265 | Montis Financial#2265 · 12,432 sh | 12,432 | $708.4K | 0.14% | +1.6% |
| 2266 | CALTON & ASSOCIATES#2266 · 12,423 sh | 12,423 | $707.8K | 0.10% | -25.6% |
| 2267 | SHEETS SMITH WEALTH MANAGEMENT#2267 · 12,415 sh | 12,415 | $707.4K | — | +0.1% |
| 2268 | Sunflower Bank, N.A.#2268 · 12,404 sh | 12,404 | $706.8K | 0.17% | +6.6% |
| 2269 | Warwick Investment Management#2269 · 12,403 sh | 12,403 | $706.7K | — | +6.1% |
| 2270 | DONALDSON CAPITAL MANAGEMENT#2270 · 12,374 sh | 12,374 | $705.1K | 0.02% | New |
| 2271 | Red Door Wealth Management#2271 · 12,356 sh | 12,356 | $704.0K | 0.06% | +0.9% |
| 2272 | Farmers & Merchants of Long Beach#2272 · 12,352 sh | 12,352 | $703.8K | — | +0.4% |
| 2273 | ADAMSBROWN WEALTH CONSULTANTS#2273 · 12,331 sh | 12,331 | $702.6K | — | +0.3% |
| 2274 | Tradition Wealth Management#2274 · 12,323 sh | 12,323 | $702.2K | 0.04% | +5.2% |
| 2275 | LANGLEY WEALTH MANAGEMENT#2275 · 12,307 sh | 12,307 | $701.2K | 0.68% | — |
| 2276 | Topsail Wealth Management#2276 · 8,320 sh | 8,320 | $700.4K | 0.09% | +0.6% |
| 2277 | Key FInancial#2277 · 12,264 sh | 12,264 | $698.8K | 0.11% | -35.0% |
| 2278 | Aberdeen Wealth Management#2278 · 12,258 sh | 12,258 | $698.5K | 0.34% | 0.0% |
| 2279 | Maridea Wealth Management#2279 · 12,242 sh | 12,242 | $697.6K | 0.08% | +108.9% |
| 2280 | Bond & Devick Financial Network#2280 · 12,234 sh | 12,234 | $697.1K | — | 0.0% |
| 2281 | MIDLAND WEALTH ADVISORS#2281 · 12,232 sh | 12,232 | $697.0K | — | +4.6% |
| 2282 | Arista Wealth Management#2282 · 12,220 sh | 12,220 | $696.3K | 0.08% | +0.3% |
| 2283 | Altus Wealth Group#2283 · 12,207 sh | 12,207 | $695.6K | — | -0.6% |
| 2284 | Mine & Arao Wealth Creation & Management#2284 · 12,194 sh | 12,194 | $694.8K | 0.25% | +0.2% |
| 2285 | M.E. ALLISON#2285 · 12,189 sh | 12,189 | $694.5K | — | -0.1% |
| 2286 | Kingstone Capital Partners Texas#2286 · 12,189 sh | 12,189 | $694.5K | 0.37% | -0.2% |
| 2287 | Intrinsic Value Partners#2287 · 12,167 sh | 12,167 | $693.3K | 0.47% | -1.0% |
| 2288 | Onyx Bridge Wealth Group#2288 · 12,158 sh | 12,158 | $692.8K | — | +4.5% |
| 2289 | RIDGECREST WEALTH PARTNERS#2289 · 12,120 sh | 12,120 | $690.6K | — | +3.2% |
| 2290 | Financial Life Planners#2290 · 12,115 sh | 12,115 | $690.3K | 0.44% | +0.4% |
| 2291 | PACIFIC SUN FINANCIAL#2291 · 12,101 sh | 12,101 | $689.5K | 0.28% | 0.0% |
| 2292 | SIGMA INVESTMENT COUNSELORS#2292 · 12,073 sh | 12,073 | $687.9K | 0.03% | +5.5% |
| 2293 | New Covenant Company, N.A.#2293 · 12,068 sh | 12,068 | $687.6K | — | +2.5% |
| 2294 | Curated Wealth Partners#2294 · 12,051 sh | 12,051 | $686.7K | — | +28.1% |
| 2295 | CHECK CAPITAL MANAGEMENT#2295 · 12,038 sh | 12,038 | $685.9K | 0.02% | 0.0% |
| 2296 | Beta Wealth Group#2296 · 12,033 sh | 12,033 | $685.7K | 0.26% | +0.9% |
| 2297 | Paragon Private Wealth Management#2297 · 12,028 sh | 12,028 | $685.4K | — | +9.3% |
| 2298 | Lantern Wealth Advisors#2298 · 12,020 sh | 12,020 | $684.9K | — | -18.0% |
| 2299 | LEDERER & ASSOCIATES INVESTMENT COUNSEL#2299 · 12,000 sh | 12,000 | $684.0K | — | 0.0% |
| 2300 | Silver Lake Advisory#2300 · 11,993 sh | 11,993 | $683.3K | — | -7.6% |
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.