BANK OF AMERICA CORP /DE/ (BAC) — Institutional Holders, Q2 2026 (page 25)
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 2,401 to 2,500. 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 2,401–2,500 of 3,676
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2401 | Alliance Wealth Management Group#2401 · 10,683 sh | 10,683 | $608.7K | 0.12% | 0.0% |
| 2402 | Greenline Partners#2402 · 10,680 sh | 10,680 | $608.5K | 0.06% | 0.0% |
| 2403 | Lexington Hill Partners#2403 · 10,671 sh | 10,671 | $608.0K | — | +58.1% |
| 2404 | Hirtle Callaghan#2404 · 10,654 sh | 10,654 | $607.1K | 0.02% | +46.0% |
| 2405 | Triton Wealth Management, PLLC#2405 · 10,409 sh | 10,409 | $606.9K | 0.19% | +6.1% |
| 2406 | Forum Finance Group S.A.#2406 · 13,170 sh | 13,170 | $606.0K | 0.22% | 0.0% |
| 2407 | Avalon#2407 · 10,603 sh | 10,603 | $604.2K | 0.04% | -5.4% |
| 2408 | Fermata Advisors#2408 · 10,602 sh | 10,602 | $604.1K | — | +11.8% |
| 2409 | iSAM Funds (UK) Ltd#2409 · 10,600 sh | 10,600 | $604.0K | 0.43% | -82.0% |
| 2410 | RETIREMENT PLANNING GROUP, / NY#2410 · 10,590 sh | 10,590 | $603.4K | 0.33% | -1.2% |
| 2411 | Pacific Wealth Strategies Group#2411 · 6,952 sh | 6,952 | $603.3K | 0.35% | -2.8% |
| 2412 | FIRST FINANCIAL#2412 · 10,582 sh | 10,582 | $603.0K | — | 0.0% |
| 2413 | TIAA , NATIONAL ASSOCIATION#2413 · 10,564 sh | 10,564 | $601.9K | 0.04% | -26.5% |
| 2414 | MINDSET WEALTH MANAGEMENT#2414 · 10,563 sh | 10,563 | $601.9K | — | -1.6% |
| 2415 | Semus Wealth Partners#2415 · 10,559 sh | 10,559 | $601.7K | — | -8.9% |
| 2416 | Ledyard National Bank#2416 · 10,550 sh | 10,550 | $601.1K | — | +1.3% |
| 2417 | CAHILL FINANCIAL ADVISORS#2417 · 10,537 sh | 10,537 | $600.4K | 0.06% | 0.0% |
| 2418 | COFG Advisors#2418 · 10,533 sh | 10,533 | $600.2K | 0.10% | -4.0% |
| 2419 | Advocate Investing Services#2419 · 10,517 sh | 10,517 | $599.2K | — | 0.0% |
| 2420 | PROMETHIUM ADVISORS#2420 · 10,495 sh | 10,495 | $598.0K | — | +5.0% |
| 2421 | MKT Advisors#2421 · 9,990 sh | 9,990 | $598.0K | — | +0.9% |
| 2422 | Strive Financial Group#2422 · 10,473 sh | 10,473 | $596.8K | 0.26% | +160.1% |
| 2423 | Vines Capital Management#2423 · 10,472 sh | 10,472 | $596.7K | 0.49% | -0.4% |
| 2424 | Providence First#2424 · 10,458 sh | 10,458 | $595.9K | 0.17% | +6.8% |
| 2425 | Benson Investment Management Company#2425 · 475 sh | 475 | $595.9K | — | 0.0% |
| 2426 | Kapstone Financial Advisors#2426 · 10,452 sh | 10,452 | $595.6K | 0.25% | -2.5% |
| 2427 | Rydar Equities#2427 · 9,775 sh | 9,775 | $595.3K | — | +13.3% |
| 2428 | Delta Investment Management#2428 · 10,436 sh | 10,436 | $594.7K | 0.10% | +1.5% |
| 2429 | J. L. Bainbridge#2429 · 10,394 sh | 10,394 | $592.3K | — | -4.4% |
| 2430 | BRANDYWINE OAK PRIVATE WEALTH#2430 · 10,391 sh | 10,391 | $592.1K | — | +0.9% |
| 2431 | Abel Hall#2431 · 10,381 sh | 10,381 | $591.5K | — | +7.6% |
| 2432 | DV Trading#2432 · 10,378 sh | 10,378 | $591.3K | 0.02% | -73.4% |
| 2433 | Mowery & Schoenfeld Wealth Management#2433 · 10,373 sh | 10,373 | $591.1K | 0.81% | 0.0% |
| 2434 | GRANITE ISLANDS PRIVATE WEALTH#2434 · 10,366 sh | 10,366 | $589.7K | — | +0.3% |
| 2435 | BTC Capital Management#2435 · 10,343 sh | 10,343 | $589.3K | 0.04% | -1.9% |
| 2436 | Alpine Bank Wealth Management#2436 · 10,330 sh | 10,330 | $588.6K | — | -0.1% |
| 2437 | Resolute Wealth Strategies#2437 · 10,314 sh | 10,314 | $587.7K | 0.23% | +8.0% |
| 2438 | BG Investment Services#2438 · 10,307 sh | 10,307 | $587.3K | — | -6.5% |
| 2439 | BOSTON FAMILY OFFICE#2439 · 10,309 sh | 10,309 | $587.0K | 0.04% | 0.0% |
| 2440 | Impact Capital Partners#2440 · 10,274 sh | 10,274 | $585.4K | — | +1.1% |
| 2441 | MCDONALD PARTNERS#2441 · 10,264 sh | 10,264 | $584.9K | 0.14% | -88.0% |
| 2442 | JRM Investment Counsel#2442 · 466 sh | 466 | $584.0K | 0.14% | +1.1% |
| 2443 | ALLIUM FINANCIAL ADVISORS#2443 · 10,246 sh | 10,246 | $583.8K | 0.38% | 0.0% |
| 2444 | MBA Advisors#2444 · 10,240 sh | 10,240 | $583.5K | 0.20% | +4.7% |
| 2445 | D L CARLSON INVESTMENT GROUP#2445 · 10,235 sh | 10,235 | $583.2K | 0.09% | -1.7% |
| 2446 | Cornerstone Management#2446 · 10,200 sh | 10,200 | $581.2K | — | 0.0% |
| 2447 | Wellington Grp#2447 · 11,918 sh | 11,918 | $581.0K | 0.18% | 0.0% |
| 2448 | Alchemi Wealth#2448 · 10,174 sh | 10,174 | $579.8K | 0.27% | -0.9% |
| 2449 | Sage Capital Advisors#2449 · 10,158 sh | 10,158 | $578.8K | — | +0.6% |
| 2450 | Investor's Fiduciary Advisor Network#2450 · 10,152 sh | 10,152 | $578.0K | 0.20% | -20.2% |
| 2451 | Meridian Wealth Advisors#2451 · 10,128 sh | 10,128 | $577.1K | 0.07% | +29.1% |
| 2452 | Richmond Brothers#2452 · 10,111 sh | 10,111 | $576.2K | 0.30% | New |
| 2453 | Kesler, Norman & Wride#2453 · 10,104 sh | 10,104 | $575.7K | 0.09% | New |
| 2454 | Powers Advisory Group#2454 · 10,100 sh | 10,100 | $575.5K | — | +0.3% |
| 2455 | Elevation Wealth Management#2455 · 10,096 sh | 10,096 | $575.3K | 0.43% | +12.0% |
| 2456 | Southland Equity Partners#2456 · 10,082 sh | 10,082 | $574.5K | — | +6.5% |
| 2457 | JACKSON THORNTON WEALTH MANAGEMENT#2457 · 10,081 sh | 10,081 | $574.4K | 0.05% | +27.5% |
| 2458 | Reflection Asset Management#2458 · 10,077 sh | 10,077 | $574.2K | 0.27% | -3.0% |
| 2459 | Hardy Reed#2459 · 10,070 sh | 10,070 | $573.8K | 0.04% | +25.4% |
| 2460 | Tempo Wealth#2460 · 10,069 sh | 10,069 | $573.7K | — | +39.5% |
| 2461 | 111 Capital#2461 · 10,019 sh | 10,019 | $570.9K | 0.10% | -46.8% |
| 2462 | Parkside Investments#2462 · 40,000 sh | 40,000 | $569.8K | — | +97.8% |
| 2463 | BlackDiamond Wealth Management#2463 · 8,895 sh | 8,895 | $568.1K | 0.23% | +4.7% |
| 2464 | Select Asset Management#2464 · 9,969 sh | 9,969 | $568.0K | 0.16% | -2.2% |
| 2465 | TWINBEECH CAPITAL#2465 · 9,964 sh | 9,964 | $567.7K | 0.10% | +0.2% |
| 2466 | First Heartland Consultants#2466 · 9,964 sh | 9,964 | $567.7K | — | +16.2% |
| 2467 | RS CRUM#2467 · 9,924 sh | 9,924 | $565.5K | — | +9.9% |
| 2468 | Advisory Resource Group#2468 · 9,914 sh | 9,914 | $564.9K | — | +0.4% |
| 2469 | Guidance Point Advisors#2469 · 9,910 sh | 9,910 | $564.8K | — | -2.3% |
| 2470 | West Wealth Group#2470 · 9,910 sh | 9,910 | $564.7K | — | +6.5% |
| 2471 | LeConte Wealth Management#2471 · 9,893 sh | 9,893 | $563.7K | — | +10.6% |
| 2472 | BNP PARIBAS#2472 · 9,852 sh | 9,852 | $562.9K | 0.02% | +5.0% |
| 2473 | DAVIDSON#2473 · 9,871 sh | 9,871 | $562.5K | — | -0.6% |
| 2474 | Dickmeyer Boyce Financial Management#2474 · 9,855 sh | 9,855 | $561.5K | — | +0.1% |
| 2475 | LMG Wealth Partners#2475 · 9,851 sh | 9,851 | $561.3K | 0.09% | -14.3% |
| 2476 | UNION SAVINGS BANK#2476 · 9,832 sh | 9,832 | $560.1K | — | 0.0% |
| 2477 | Spartan Wealth Advisory Services#2477 · 9,814 sh | 9,814 | $559.2K | 0.05% | -32.8% |
| 2478 | Signet Investment Advisory Group#2478 · 9,813 sh | 9,813 | $559.1K | 0.25% | -3.4% |
| 2479 | Park Capital Management, / WI#2479 · 9,804 sh | 9,804 | $558.6K | — | +0.8% |
| 2480 | Red Wave Investments#2480 · 9,797 sh | 9,797 | $558.2K | 0.14% | +0.6% |
| 2481 | New World Advisors#2481 · 9,789 sh | 9,789 | $557.8K | 0.09% | -0.6% |
| 2482 | Consolidated Planning#2482 · 9,785 sh | 9,785 | $557.5K | — | +32.6% |
| 2483 | Front Street Capital Management#2483 · 9,783 sh | 9,783 | $557.4K | 0.06% | -21.4% |
| 2484 | Investment Advisory Group#2484 · 9,773 sh | 9,773 | $556.9K | 0.12% | +2.2% |
| 2485 | Sequent Planning#2485 · 9,746 sh | 9,746 | $555.3K | 0.12% | +17.0% |
| 2486 | AlphaGrep UK Ltd#2486 · 9,743 sh | 9,743 | $555.2K | 0.17% | -48.7% |
| 2487 | GREENWOOD GEARHART#2487 · 9,739 sh | 9,739 | $554.9K | 0.03% | +24.0% |
| 2488 | Voya Financial Advisors#2488 · 9,581 sh | 9,581 | $554.6K | 0.05% | -55.7% |
| 2489 | POSTROCK PARTNERS#2489 · 9,721 sh | 9,721 | $553.9K | 0.23% | 0.0% |
| 2490 | Coyle Financial Counsel#2490 · 9,667 sh | 9,667 | $550.8K | 0.10% | +3.5% |
| 2491 | Pathway Financial Advisers#2491 · 9,664 sh | 9,664 | $550.6K | 0.14% | +0.3% |
| 2492 | Medallion Wealth Advisors#2492 · 9,656 sh | 9,656 | $550.3K | 0.17% | +1.0% |
| 2493 | Blueshift Asset Management#2493 · 9,654 sh | 9,654 | $550.1K | 0.13% | New |
| 2494 | First Nebraska#2494 · 9,653 sh | 9,653 | $550.0K | 0.04% | 0.0% |
| 2495 | Integrity Advisory Solutions#2495 · 9,650 sh | 9,650 | $549.9K | 0.06% | +48.0% |
| 2496 | WALTER & KEENAN WEALTH MANAGEMENT /IN#2496 · 9,650 sh | 9,650 | $549.9K | 0.14% | +5.3% |
| 2497 | First National Bank of Hutchinson#2497 · 9,648 sh | 9,648 | $549.7K | 0.30% | 0.0% |
| 2498 | TOWNSEND ASSET MANAGEMENT /NC#2498 · 9,634 sh | 9,634 | $548.9K | 0.18% | +0.2% |
| 2499 | TBH Global Asset Management#2499 · 9,629 sh | 9,629 | $548.7K | 0.10% | -3.6% |
| 2500 | Oak Barrel Wealth Advisory#2500 · 9,582 sh | 9,582 | $546.0K | 0.24% | — |
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.