BANK OF AMERICA CORP /DE/ (BAC) — Institutional Holders, Q2 2026 (page 24)
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 2,301 to 2,400. 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 2,301–2,400 of 3,676
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | HARVEY INVESTMENT#2301 · 11,980 sh | 11,980 | $683.0K | — | 0.0% |
| 2302 | Guardian Partners#2302 · 11,959 sh | 11,959 | $681.4K | — | -21.1% |
| 2303 | McHugh Group#2303 · 11,949 sh | 11,949 | $680.9K | — | 0.0% |
| 2304 | Sovran Advisors#2304 · 10,867 sh | 10,867 | $680.5K | 0.05% | -0.2% |
| 2305 | Permanent Capital Management#2305 · 11,929 sh | 11,929 | $679.7K | 0.09% | 0.0% |
| 2306 | ADIRONDACK#2306 · 11,921 sh | 11,921 | $679.1K | — | -2.3% |
| 2307 | Essex Savings Bank#2307 · 11,906 sh | 11,906 | $678.3K | — | -0.8% |
| 2308 | Marble Harbor Investment Counsel#2308 · 11,900 sh | 11,900 | $678.1K | 0.07% | 0.0% |
| 2309 | First Bank#2309 · 11,900 sh | 11,900 | $678.1K | — | -0.3% |
| 2310 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#2310 · 11,899 sh | 11,899 | $678.0K | — | +16.3% |
| 2311 | Trivium Point Advisory#2311 · 11,875 sh | 11,875 | $676.6K | 0.06% | -46.2% |
| 2312 | Main Street Research#2312 · 11,869 sh | 11,869 | $676.3K | 0.03% | -0.6% |
| 2313 | Maltin Wealth Management#2313 · 11,857 sh | 11,857 | $675.6K | — | +1.5% |
| 2314 | KELLY LAWRENCE W & ASSOCIATES#2314 · 11,846 sh | 11,846 | $675.0K | 0.14% | 0.0% |
| 2315 | Morton Brown Family Wealth#2315 · 11,837 sh | 11,837 | $674.5K | — | +0.2% |
| 2316 | Legacy Capital Wealth Partners#2316 · 11,757 sh | 11,757 | $669.9K | — | +0.7% |
| 2317 | Thrive Wealth Management#2317 · 11,737 sh | 11,737 | $668.8K | — | -3.5% |
| 2318 | VALLEY NATIONAL ADVISERS#2318 · 11,735 sh | 11,735 | $668.7K | — | +5.0% |
| 2319 | Atlas Legacy Advisors#2319 · 11,981 sh | 11,981 | $668.6K | 0.10% | +42.3% |
| 2320 | IFG Advisors#2320 · 11,713 sh | 11,713 | $667.4K | — | 0.0% |
| 2321 | Five Oceans Advisors#2321 · 11,701 sh | 11,701 | $666.7K | — | +0.7% |
| 2322 | PENNSYLVANIA CAPITAL MANAGEMENT#2322 · 7,234 sh | 7,234 | $666.1K | 0.17% | 0.0% |
| 2323 | OneAscent Family Office#2323 · 11,685 sh | 11,685 | $665.8K | 0.34% | +14.3% |
| 2324 | Core Alternative Capital#2324 · 11,672 sh | 11,672 | $665.1K | 0.20% | +16.5% |
| 2325 | Tilson Financial Group#2325 · 11,658 sh | 11,658 | $664.3K | 0.18% | +0.4% |
| 2326 | CLG#2326 · 11,644 sh | 11,644 | $663.5K | — | +31.1% |
| 2327 | Curat Global#2327 · 11,615 sh | 11,615 | $661.8K | — | 0.0% |
| 2328 | VISTA CAPITAL PARTNERS#2328 · 11,610 sh | 11,610 | $661.5K | 0.06% | -4.2% |
| 2329 | Spartan Planning & Wealth Management#2329 · 11,599 sh | 11,599 | $660.9K | — | New |
| 2330 | ABLE Financial Group#2330 · 11,594 sh | 11,594 | $660.6K | — | -3.1% |
| 2331 | Fort Point Capital Partners#2331 · 11,562 sh | 11,562 | $658.8K | 0.05% | -5.2% |
| 2332 | HAZLETT, BURT & WATSON#2332 · 11,556 sh | 11,556 | $658.0K | 0.17% | 0.0% |
| 2333 | ACORN FINANCIAL ADVISORY SERVICES#2333 · 11,495 sh | 11,495 | $655.0K | 0.09% | -3.1% |
| 2334 | Planned Solutions#2334 · 11,489 sh | 11,489 | $654.6K | — | +2.9% |
| 2335 | Vann Equity Management#2335 · 11,466 sh | 11,466 | $653.4K | — | -0.6% |
| 2336 | SFMG#2336 · 11,455 sh | 11,455 | $652.7K | 0.04% | +1.9% |
| 2337 | Beacon Financial Advisory#2337 · 11,445 sh | 11,445 | $652.1K | — | +6.8% |
| 2338 | Asset Allocation & Management Company#2338 · 519 sh | 519 | $652.0K | — | 0.0% |
| 2339 | Blueprint Financial Advisors#2339 · 11,435 sh | 11,435 | $651.6K | 0.07% | New |
| 2340 | Flatrock Wealth Partners#2340 · 11,433 sh | 11,433 | $651.5K | 0.26% | +13.1% |
| 2341 | Berman McAleer#2341 · 11,432 sh | 11,432 | $651.4K | — | +0.7% |
| 2342 | Sienna Gestion#2342 · 11,123 sh | 11,123 | $651.0K | 0.04% | New |
| 2343 | Piedmont Capital Management#2343 · 11,421 sh | 11,421 | $650.8K | — | -33.7% |
| 2344 | OFS Enterprise#2344 · 11,416 sh | 11,416 | $650.5K | — | +1.1% |
| 2345 | WEDGE CAPITAL MANAGEMENT L L P#2345 · 11,395 sh | 11,395 | $649.3K | — | -10.1% |
| 2346 | KG&L Capital Management#2346 · 11,385 sh | 11,385 | $648.7K | — | +4.2% |
| 2347 | Integris Wealth Management#2347 · 11,364 sh | 11,364 | $647.5K | — | +5.8% |
| 2348 | Steigerwald, Gordon & Koch#2348 · 7,155 sh | 7,155 | $647.2K | 0.06% | -7.3% |
| 2349 | Arcataur Capital Management#2349 · 11,349 sh | 11,349 | $646.7K | — | 0.0% |
| 2350 | MMA ASSET MANAGEMENT#2350 · 11,348 sh | 11,348 | $646.6K | 0.21% | -0.4% |
| 2351 | Autumn Glory Partners#2351 · 11,320 sh | 11,320 | $645.0K | — | +0.3% |
| 2352 | VeraBank, N.A.#2352 · 11,309 sh | 11,309 | $644.4K | 0.11% | -1.4% |
| 2353 | Widmann Financial Services#2353 · 11,308 sh | 11,308 | $644.4K | 0.35% | +73.8% |
| 2354 | Oak Asset Management#2354 · 11,286 sh | 11,286 | $643.1K | — | -0.3% |
| 2355 | Bay Capital Advisors#2355 · 11,264 sh | 11,264 | $641.8K | — | 0.0% |
| 2356 | Jacobsen Capital Management#2356 · 11,255 sh | 11,255 | $641.3K | — | +0.2% |
| 2357 | Johnson Financial Group#2357 · 11,252 sh | 11,252 | $641.1K | 0.03% | +123.4% |
| 2358 | TCI Wealth Advisors#2358 · 11,238 sh | 11,238 | $640.3K | 0.03% | -11.7% |
| 2359 | BEESE FULMER INVESTMENT MANAGEMENT#2359 · 11,224 sh | 11,224 | $639.5K | — | +2.9% |
| 2360 | WJ Financial Advisors#2360 · 11,218 sh | 11,218 | $639.2K | 0.47% | +0.1% |
| 2361 | Cogent Private Wealth#2361 · 11,211 sh | 11,211 | $638.8K | 0.40% | -12.9% |
| 2362 | Kaizen Financial Strategies#2362 · 4,211 sh | 4,211 | $638.5K | — | +1.3% |
| 2363 | Tradewinds Capital Management#2363 · 11,178 sh | 11,178 | $636.9K | — | -0.8% |
| 2364 | Kentucky#2364 · 11,168 sh | 11,168 | $636.4K | — | 0.0% |
| 2365 | Elm Partners Management#2365 · 11,135 sh | 11,135 | $634.5K | 0.02% | +5.6% |
| 2366 | COZAD ASSET MANAGEMENT#2366 · 11,134 sh | 11,134 | $634.4K | 0.04% | 0.0% |
| 2367 | PFC CAPITAL GROUP#2367 · 11,120 sh | 11,120 | $633.0K | 0.24% | 0.0% |
| 2368 | Rice Partnership#2368 · 11,108 sh | 11,108 | $632.9K | 0.08% | -34.2% |
| 2369 | Stokes Family Office#2369 · 11,075 sh | 11,075 | $631.0K | 0.07% | -14.4% |
| 2370 | Premier Financial Group#2370 · 11,056 sh | 11,056 | $630.0K | 0.13% | New |
| 2371 | KWB Wealth#2371 · 11,056 sh | 11,056 | $630.0K | — | +3.5% |
| 2372 | SYM FINANCIAL#2372 · 11,044 sh | 11,044 | $629.3K | — | +15.8% |
| 2373 | Obermeyer Wealth Partners#2373 · 7,403 sh | 7,403 | $627.8K | — | +23.3% |
| 2374 | Verus Financial Partners#2374 · 11,003 sh | 11,003 | $627.0K | 0.05% | +0.1% |
| 2375 | SMITH, MOORE#2375 · 10,998 sh | 10,998 | $626.7K | 0.04% | -7.0% |
| 2376 | Carr Financial Group#2376 · 10,991 sh | 10,991 | $626.3K | 0.14% | -2.0% |
| 2377 | NORTH STAR ASSET MANAGEMENT#2377 · 10,966 sh | 10,966 | $624.9K | 0.02% | 0.0% |
| 2378 | WEIK CAPITAL MANAGEMENT#2378 · 10,958 sh | 10,958 | $624.4K | 0.24% | -2.0% |
| 2379 | Abacus Wealth Partners#2379 · 10,943 sh | 10,943 | $623.5K | 0.07% | -41.9% |
| 2380 | Fortis Capital Advisors#2380 · 10,918 sh | 10,918 | $622.1K | 0.07% | -1.1% |
| 2381 | FIRST WILSHIRE SECURITIES MANAGEMENT#2381 · 10,916 sh | 10,916 | $622.0K | 0.13% | -0.4% |
| 2382 | Clark Asset Management#2382 · 10,908 sh | 10,908 | $621.5K | — | +63.1% |
| 2383 | Affinity Capital Advisors#2383 · 10,375 sh | 10,375 | $621.4K | — | +0.8% |
| 2384 | EJMK Ventures#2384 · 10,900 sh | 10,900 | $621.1K | — | +6.3% |
| 2385 | Alphadyne Asset Management#2385 · 10,897 sh | 10,897 | $620.9K | <0.01% | -83.3% |
| 2386 | Mattern Wealth Management#2386 · 10,848 sh | 10,848 | $618.1K | 0.10% | New |
| 2387 | Beirne Wealth Consulting Services#2387 · 10,839 sh | 10,839 | $617.6K | — | -1.5% |
| 2388 | Rosenberg Matthew Hamilton#2388 · 10,836 sh | 10,836 | $617.4K | — | +12.2% |
| 2389 | Gallagher Capital Advisors#2389 · 10,834 sh | 10,834 | $617.3K | — | +0.1% |
| 2390 | Occidental Asset Management#2390 · 10,834 sh | 10,834 | $617.3K | 0.06% | +5.2% |
| 2391 | Second Line Capital#2391 · 10,801 sh | 10,801 | $615.5K | 0.11% | -4.2% |
| 2392 | Investors Portfolio Services#2392 · 10,796 sh | 10,796 | $615.1K | 0.47% | 0.0% |
| 2393 | RW Investment Management#2393 · 10,779 sh | 10,779 | $614.2K | 0.05% | -9.8% |
| 2394 | Beckerman Institutional#2394 · 10,767 sh | 10,767 | $613.5K | 0.29% | -0.9% |
| 2395 | Symmetry Partners#2395 · 10,757 sh | 10,757 | $613.0K | — | +131.9% |
| 2396 | Financial Council#2396 · 10,739 sh | 10,739 | $611.9K | 0.20% | 0.0% |
| 2397 | CAHABA WEALTH MANAGEMENT#2397 · 10,734 sh | 10,734 | $611.6K | — | +0.2% |
| 2398 | DT Investment Partners#2398 · 10,692 sh | 10,692 | $609.2K | — | 0.0% |
| 2399 | VAN STRUM & TOWNE#2399 · 10,686 sh | 10,686 | $608.9K | 0.17% | +2.0% |
| 2400 | Indiana & Investment Management#2400 · 10,685 sh | 10,685 | $608.8K | — | 0.0% |
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.