BANK OF AMERICA CORP /DE/ (BAC) — Institutional Holders, Q2 2026 (page 26)
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 2,501 to 2,600. 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 2,501–2,600 of 3,676
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2501 | Hobart Private Capital#2501 · 9,575 sh | 9,575 | $545.6K | — | +13.3% |
| 2502 | EVOLUTION WEALTH MANAGEMENT#2502 · 9,544 sh | 9,544 | $543.8K | 0.32% | +30.0% |
| 2503 | Walker Asset Management#2503 · 9,538 sh | 9,538 | $543.5K | — | -1.8% |
| 2504 | Transamerica Financial Advisors#2504 · 9,513 sh | 9,513 | $542.1K | 0.05% | -22.1% |
| 2505 | SWISS RE LTD#2505 · 9,496 sh | 9,496 | $541.1K | 0.05% | +1053.8% |
| 2506 | Bullock Wealth Management Group#2506 · 9,268 sh | 9,268 | $540.9K | — | -1.7% |
| 2507 | Charles Schwab#2507 · 9,477 sh | 9,477 | $540.0K | — | +11.3% |
| 2508 | InTrack Investment Management#2508 · 9,472 sh | 9,472 | $539.7K | — | 0.0% |
| 2509 | Napier Financial#2509 · 9,472 sh | 9,472 | $539.7K | 0.11% | -0.1% |
| 2510 | Stablepoint Partners#2510 · 9,454 sh | 9,454 | $538.7K | 0.07% | +1.1% |
| 2511 | Wealth Advisors of Tampa Bay#2511 · 9,450 sh | 9,450 | $538.5K | 0.16% | -5.0% |
| 2512 | CHANNEL WEALTH#2512 · 9,432 sh | 9,432 | $537.4K | 0.12% | +0.1% |
| 2513 | Selective Wealth Management#2513 · 8,769 sh | 8,769 | $537.3K | — | -1.9% |
| 2514 | HBW Advisory Services#2514 · 9,423 sh | 9,423 | $536.9K | — | +9.8% |
| 2515 | TI#2515 · 9,410 sh | 9,410 | $536.2K | — | +8.8% |
| 2516 | 10Elms LLP#2516 · 639 sh | 639 | $535.8K | 0.23% | +0.9% |
| 2517 | LCNB#2517 · 9,400 sh | 9,400 | $535.6K | 0.16% | +1.0% |
| 2518 | Argyle Capital Partners#2518 · 9,375 sh | 9,375 | $534.2K | — | -2.1% |
| 2519 | WMG Financial Advisors#2519 · 9,361 sh | 9,361 | $533.4K | 0.20% | -3.0% |
| 2520 | RiverGlades Family Offices#2520 · 9,350 sh | 9,350 | $532.8K | 0.24% | +0.5% |
| 2521 | O'ROURKE & COMPANY#2521 · 9,339 sh | 9,339 | $532.2K | 0.19% | -2.0% |
| 2522 | DAGCO#2522 · 9,330 sh | 9,330 | $531.6K | — | +337.2% |
| 2523 | Iron Gate Global Advisors#2523 · 9,325 sh | 9,325 | $531.3K | 0.05% | -0.1% |
| 2524 | Townsend & Associates#2524 · 8,778 sh | 8,778 | $530.4K | — | 0.0% |
| 2525 | Mirador Capital Partners#2525 · 9,296 sh | 9,296 | $529.7K | — | 0.0% |
| 2526 | SUTTON PLACE INVESTORS#2526 · 9,291 sh | 9,291 | $529.4K | — | -0.1% |
| 2527 | Financial Security Advisor#2527 · 9,290 sh | 9,290 | $529.4K | 0.09% | +8.0% |
| 2528 | Black Swift Group#2528 · 9,250 sh | 9,250 | $527.1K | 0.08% | 0.0% |
| 2529 | INSPIRION WEALTH ADVISORS#2529 · 9,027 sh | 9,027 | $526.8K | — | +0.7% |
| 2530 | Sollinda Capital Management#2530 · 9,219 sh | 9,219 | $525.3K | 0.11% | -0.6% |
| 2531 | Global Assets Advisory#2531 · 9,005 sh | 9,005 | $525.3K | 0.11% | +12.0% |
| 2532 | RKL Wealth Management#2532 · 9,188 sh | 9,188 | $523.6K | — | +12.7% |
| 2533 | FULTON BREAKEFIELD BROENNIMAN#2533 · 9,169 sh | 9,169 | $522.5K | 0.03% | -1.3% |
| 2534 | Perennial Advisors#2534 · 9,162 sh | 9,162 | $522.1K | — | -6.1% |
| 2535 | Centurion Wealth Management#2535 · 9,149 sh | 9,149 | $521.3K | — | -22.9% |
| 2536 | Neo Ivy Capital Management#2536 · 9,129 sh | 9,129 | $520.2K | 0.12% | New |
| 2537 | Range Financial Group#2537 · 9,125 sh | 9,125 | $519.9K | — | -0.9% |
| 2538 | Vertrix Wealth Management#2538 · 9,099 sh | 9,099 | $518.5K | — | 0.0% |
| 2539 | POINCIANA ADVISORS GROUP#2539 · 9,088 sh | 9,088 | $517.8K | 0.38% | 0.0% |
| 2540 | Centerpoint Advisory Group#2540 · 9,070 sh | 9,070 | $516.8K | — | -1.5% |
| 2541 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY#2541 · 8,058 sh | 8,058 | $515.0K | 0.28% | New |
| 2542 | Freedom Day Solutions#2542 · 9,022 sh | 9,022 | $514.1K | — | 0.0% |
| 2543 | Walkner Condon Financial Advisors#2543 · 9,010 sh | 9,010 | $513.4K | 0.06% | +3.1% |
| 2544 | CONSILIO WEALTH ADVISORS#2544 · 9,000 sh | 9,000 | $512.8K | 0.12% | +0.7% |
| 2545 | Richard P Slaughter Associates#2545 · 8,998 sh | 8,998 | $512.7K | — | -41.0% |
| 2546 | Sendero Wealth Management#2546 · 8,984 sh | 8,984 | $511.9K | — | +3.0% |
| 2547 | Ares Systematic Credit Ltd#2547 · 408 sh | 408 | $511.8K | 0.31% | 0.0% |
| 2548 | EAGLE WEALTH STRATEGIES#2548 · 8,977 sh | 8,977 | $511.5K | — | +0.2% |
| 2549 | Francis Financial#2549 · 8,956 sh | 8,956 | $510.3K | 0.08% | +8.2% |
| 2550 | VICUS CAPITAL#2550 · 8,943 sh | 8,943 | $509.6K | 0.03% | +2.9% |
| 2551 | Private Capital Management#2551 · 8,932 sh | 8,932 | $508.9K | 0.04% | -0.2% |
| 2552 | Fountainhead AM#2552 · 8,913 sh | 8,913 | $507.9K | 0.38% | -5.2% |
| 2553 | OAK HARBOR WEALTH PARTNERS#2553 · 8,909 sh | 8,909 | $507.6K | 0.19% | -14.0% |
| 2554 | RFP Financial Group#2554 · 8,876 sh | 8,876 | $505.7K | 0.23% | New |
| 2555 | Beech Hill Advisors#2555 · 8,875 sh | 8,875 | $505.7K | 0.22% | 0.0% |
| 2556 | Alpha Family#2556 · 8,860 sh | 8,860 | $504.8K | 0.20% | 0.0% |
| 2557 | MW ADVISORY#2557 · 8,843 sh | 8,843 | $503.9K | — | — |
| 2558 | LINCOLN CAPITAL#2558 · 8,833 sh | 8,833 | $503.3K | — | -12.4% |
| 2559 | Grey Ledge Advisors#2559 · 8,812 sh | 8,812 | $502.1K | 0.10% | +0.6% |
| 2560 | Van Hulzen Asset Management#2560 · 8,807 sh | 8,807 | $501.8K | 0.04% | -5.7% |
| 2561 | Crumly & Associates#2561 · 8,801 sh | 8,801 | $501.5K | — | +1.8% |
| 2562 | Delta Accumulation#2562 · 8,800 sh | 8,800 | $501.4K | 0.02% | -39.7% |
| 2563 | 1900 WEALTH MANAGEMENT#2563 · 8,777 sh | 8,777 | $500.1K | — | New |
| 2564 | EdgeRock Capital#2564 · 8,746 sh | 8,746 | $498.3K | 0.11% | +11.8% |
| 2565 | Capstone Wealth Management#2565 · 8,735 sh | 8,735 | $497.7K | 0.23% | New |
| 2566 | Destiny Wealth Partners#2566 · 8,034 sh | 8,034 | $497.7K | 0.07% | -21.5% |
| 2567 | Successful Portfolios#2567 · 8,359 sh | 8,359 | $497.4K | — | -4.6% |
| 2568 | Linden Thomas Advisory Services#2568 · 8,695 sh | 8,695 | $495.4K | — | +18.7% |
| 2569 | Archford Capital Strategies#2569 · 8,688 sh | 8,688 | $495.0K | — | +12.6% |
| 2570 | SJS Investment Consulting#2570 · 8,665 sh | 8,665 | $493.7K | — | +6.4% |
| 2571 | Cornerstone Wealth#2571 · 8,012 sh | 8,012 | $493.5K | 0.25% | 0.0% |
| 2572 | PACES FERRY WEALTH ADVISORS#2572 · 8,655 sh | 8,655 | $493.2K | 0.18% | -3.0% |
| 2573 | Traveka Wealth#2573 · 8,652 sh | 8,652 | $493.0K | — | -0.4% |
| 2574 | BLUE BELL PRIVATE WEALTH MANAGEMENT#2574 · 8,652 sh | 8,652 | $493.0K | 0.06% | -0.4% |
| 2575 | REGATTA CAPITAL GROUP#2575 · 8,647 sh | 8,647 | $492.7K | — | +2.5% |
| 2576 | COOPER/HAIMS ADVISORS#2576 · 8,642 sh | 8,642 | $492.4K | 0.21% | -5.4% |
| 2577 | Sawyer & Company#2577 · 8,626 sh | 8,626 | $491.5K | — | 0.0% |
| 2578 | SARD WEALTH MANAGEMENT GROUP#2578 · 8,607 sh | 8,607 | $490.4K | — | +0.5% |
| 2579 | Faithward Advisors#2579 · 8,605 sh | 8,605 | $490.3K | 0.06% | -18.1% |
| 2580 | TWIN FOCUS CAPITAL PARTNERS#2580 · 8,600 sh | 8,600 | $490.0K | 0.05% | 0.0% |
| 2581 | Ritter Daniher Financial Advisory / DE#2581 · 8,600 sh | 8,600 | $490.0K | 0.07% | -0.7% |
| 2582 | Allred Capital Management#2582 · 8,585 sh | 8,585 | $489.2K | 0.16% | -0.8% |
| 2583 | CITY NATIONAL BANK OF FLORIDA#2583 · 8,579 sh | 8,579 | $488.8K | 0.20% | +1.0% |
| 2584 | FRANKLIN STREET ADVISORS#2584 · 8,574 sh | 8,574 | $488.5K | — | 0.0% |
| 2585 | Segment Wealth Management#2585 · 8,563 sh | 8,563 | $487.9K | — | -13.4% |
| 2586 | Bruce G. Allen Investments#2586 · 8,549 sh | 8,549 | $487.1K | 0.31% | -2.9% |
| 2587 | Lavaca Capital#2587 · 8,524 sh | 8,524 | $485.7K | 0.05% | +8.3% |
| 2588 | Tulsa Wealth Advisors#2588 · 8,512 sh | 8,512 | $485.0K | 0.07% | +25.2% |
| 2589 | Asset Advisory Group#2589 · 8,497 sh | 8,497 | $484.1K | — | 0.0% |
| 2590 | Old North State Wealth Management#2590 · 8,487 sh | 8,487 | $483.7K | — | +0.5% |
| 2591 | Wall Street Financial Group#2591 · 8,480 sh | 8,480 | $483.2K | 0.26% | +7.8% |
| 2592 | MARATHON CAPITAL MANAGEMENT#2592 · 385 sh | 385 | $483.0K | — | -1.3% |
| 2593 | Baldwin Investment Management#2593 · 8,475 sh | 8,475 | $482.9K | 0.05% | -54.1% |
| 2594 | Crown Wealth Group#2594 · 8,453 sh | 8,453 | $481.7K | — | +2.4% |
| 2595 | Weaver Consulting Group#2595 · 8,452 sh | 8,452 | $481.6K | — | +1.1% |
| 2596 | HENGEHOLD CAPITAL MANAGEMENT#2596 · 8,451 sh | 8,451 | $481.5K | — | -2.8% |
| 2597 | Cache Advisors#2597 · 8,436 sh | 8,436 | $480.7K | — | 0.0% |
| 2598 | Willis Johnson & Associates#2598 · 8,432 sh | 8,432 | $480.5K | 0.03% | -58.9% |
| 2599 | Raleigh Capital Management#2599 · 8,425 sh | 8,425 | $480.0K | 0.15% | -1.9% |
| 2600 | SMITH CHAS P & ASSOCIATES PA CPAS#2600 · 8,422 sh | 8,422 | $479.9K | — | -4.1% |
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.