BANK OF AMERICA CORP /DE/ (BAC) — Institutional Holders, Q2 2026 (page 27)
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 2,601 to 2,700. 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 2,601–2,700 of 3,676
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2601 | PENNINGTON PARTNERS#2601 · 8,422 sh | 8,422 | $479.9K | 0.15% | +11.2% |
| 2602 | Oak Harvest Investment Services#2602 · 8,407 sh | 8,407 | $479.0K | — | -3.1% |
| 2603 | Spectrum Wealth Advisory Group#2603 · 8,406 sh | 8,406 | $479.0K | 0.14% | New |
| 2604 | FOUNDERS FINANCIAL SECURITIES#2604 · 8,382 sh | 8,382 | $477.6K | 0.02% | New |
| 2605 | Heritage Family Offices, LLP#2605 · 8,378 sh | 8,378 | $477.4K | 0.18% | +40.3% |
| 2606 | Pacific Excel Wealth Advisors#2606 · 8,378 sh | 8,378 | $477.4K | 0.18% | +99.7% |
| 2607 | Physician Wealth Advisors#2607 · 8,364 sh | 8,364 | $476.6K | — | +2.4% |
| 2608 | Sandy Cove Advisors#2608 · 8,362 sh | 8,362 | $476.5K | 0.12% | +15.0% |
| 2609 | Garden State Investment Advisory Services#2609 · 8,362 sh | 8,362 | $476.4K | 0.09% | +0.2% |
| 2610 | Amplius Wealth Advisors#2610 · 8,358 sh | 8,358 | $476.2K | — | +0.7% |
| 2611 | Nvest Financial#2611 · 8,356 sh | 8,356 | $476.1K | 0.15% | -3.2% |
| 2612 | Ariadne Wealth Management#2612 · 8,355 sh | 8,355 | $476.1K | 0.21% | +1.2% |
| 2613 | NFC Investments#2613 · 8,347 sh | 8,347 | $476.0K | 0.12% | 0.0% |
| 2614 | LAVELLE CAPITAL#2614 · 8,345 sh | 8,345 | $475.5K | 0.20% | +0.5% |
| 2615 | Nadler Financial Group#2615 · 8,339 sh | 8,339 | $475.2K | — | -0.1% |
| 2616 | CCG WEALTH MANAGEMENT#2616 · 8,331 sh | 8,331 | $474.7K | 0.11% | +2.9% |
| 2617 | Wealthcare Capital Partners#2617 · 8,326 sh | 8,326 | $474.4K | — | +0.3% |
| 2618 | SOA Wealth Advisors#2618 · 8,324 sh | 8,324 | $474.3K | 0.08% | +0.1% |
| 2619 | Nolet Wealth Management#2619 · 8,317 sh | 8,317 | $473.9K | — | +11.4% |
| 2620 | Fogel Capital Management#2620 · 8,312 sh | 8,312 | $473.6K | 0.19% | -4.5% |
| 2621 | BOYD WATTERSON ASSET MANAGEMENT#2621 · 8,307 sh | 8,307 | $473.3K | 0.13% | -3.0% |
| 2622 | Schrum Private Wealth Management#2622 · 11,869 sh | 11,869 | $472.0K | 0.48% | -0.8% |
| 2623 | CHERRYDALE WEALTH MANAGEMENT#2623 · 8,254 sh | 8,254 | $470.3K | — | +0.3% |
| 2624 | Harold Davidson & Associates#2624 · 8,253 sh | 8,253 | $470.3K | 0.20% | New |
| 2625 | FDx Advisors#2625 · 8,215 sh | 8,215 | $468.0K | 0.14% | -19.5% |
| 2626 | Arlington#2626 · 8,213 sh | 8,213 | $468.0K | — | +13.9% |
| 2627 | Bellars Harris Wealth Management#2627 · 8,201 sh | 8,201 | $467.3K | 0.10% | — |
| 2628 | Alpha Financial Partners#2628 · 8,187 sh | 8,187 | $466.5K | 0.25% | +1.1% |
| 2629 | BURNS J W#2629 · 8,183 sh | 8,183 | $466.2K | — | -7.2% |
| 2630 | Cypress Wealth Services#2630 · 8,176 sh | 8,176 | $465.9K | — | +0.1% |
| 2631 | BANK OF NOVA SCOTIA#2631 · 8,171 sh | 8,171 | $465.6K | 0.04% | +1.8% |
| 2632 | MARKET STREET WEALTH MANAGEMENT ADVISORS#2632 · 8,166 sh | 8,166 | $465.3K | — | +7.0% |
| 2633 | Alhambra Investment Partners#2633 · 8,162 sh | 8,162 | $465.1K | — | -5.0% |
| 2634 | Fiduciary Planning#2634 · 8,136 sh | 8,136 | $463.6K | — | 0.0% |
| 2635 | AK GLOBAL ASSET MANAGEMENT#2635 · 8,133 sh | 8,133 | $463.4K | 0.39% | -5.8% |
| 2636 | ALLEN WEALTH MANAGEMENT#2636 · 8,109 sh | 8,109 | $462.1K | 0.23% | -3.7% |
| 2637 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#2637 · 8,105 sh | 8,105 | $461.8K | — | +21.6% |
| 2638 | Westshore Wealth#2638 · 8,104 sh | 8,104 | $461.8K | 0.14% | -0.5% |
| 2639 | MIRAMONTES CAPITAL#2639 · 8,101 sh | 8,101 | $461.6K | — | +3.6% |
| 2640 | Omnia Family Wealth#2640 · 8,096 sh | 8,096 | $461.3K | 0.12% | -56.8% |
| 2641 | KAHN BROTHERS GROUP#2641 · 9,459 sh | 9,459 | $461.1K | 0.08% | 0.0% |
| 2642 | NORRIS PERNE & FRENCH LLP#2642 · 8,086 sh | 8,086 | $460.7K | — | 0.0% |
| 2643 | Avail Investment Partners#2643 · 8,082 sh | 8,082 | $460.5K | — | +59.3% |
| 2644 | Montz Harcus Wealth Management#2644 · 8,081 sh | 8,081 | $460.5K | — | +0.9% |
| 2645 | SEIZERT CAPITAL PARTNERS#2645 · 8,074 sh | 8,074 | $460.1K | 0.02% | 0.0% |
| 2646 | ESG Planning DBA Harper Investing#2646 · 8,062 sh | 8,062 | $459.4K | — | New |
| 2647 | CFM WEALTH PARTNERS#2647 · 8,062 sh | 8,062 | $459.4K | 0.06% | +5.7% |
| 2648 | HC Advisors#2648 · 8,062 sh | 8,062 | $459.4K | 0.28% | -3.1% |
| 2649 | TOBAM#2649 · 8,058 sh | 8,058 | $459.0K | 0.11% | +15.8% |
| 2650 | LONDON OF VIRGINIA#2650 · 8,033 sh | 8,033 | $457.7K | <0.01% | -2.4% |
| 2651 | Highview Capital Management#2651 · 8,033 sh | 8,033 | $457.7K | 0.13% | +57.7% |
| 2652 | Wellington Shields Capital Management#2652 · 8,029 sh | 8,029 | $457.5K | 0.06% | 0.0% |
| 2653 | JM2 Capital#2653 · 8,024 sh | 8,024 | $457.2K | — | -1.6% |
| 2654 | WealthShield Partners#2654 · 8,017 sh | 8,017 | $456.8K | 0.07% | -60.3% |
| 2655 | SANDERS MORRIS HARRIS#2655 · 8,006 sh | 8,006 | $456.2K | — | -8.6% |
| 2656 | Argos Wealth Advisors#2656 · 8,000 sh | 8,000 | $455.8K | 0.12% | +5.3% |
| 2657 | Asset Advisors Investment Management#2657 · 7,990 sh | 7,990 | $455.3K | — | 0.0% |
| 2658 | PROFESSIONAL ADVISORY SERVICES#2658 · 7,992 sh | 7,992 | $455.0K | — | +28.0% |
| 2659 | SUMMIT WEALTH GROUP#2659 · 7,976 sh | 7,976 | $454.5K | 0.04% | -6.8% |
| 2660 | Belleair Asset Management#2660 · 7,970 sh | 7,970 | $454.1K | 0.38% | 0.0% |
| 2661 | ATWOOD & PALMER#2661 · 7,966 sh | 7,966 | $453.9K | — | -18.7% |
| 2662 | Keudell/Morrison Wealth Management#2662 · 7,966 sh | 7,966 | $453.9K | — | -2.5% |
| 2663 | Balboa Wealth Partners#2663 · 7,952 sh | 7,952 | $453.1K | — | +46.2% |
| 2664 | Chung Wu Investment Group#2664 · 7,950 sh | 7,950 | $453.0K | 0.30% | 0.0% |
| 2665 | Optivise Advisory Services#2665 · 7,948 sh | 7,948 | $452.9K | — | +12.4% |
| 2666 | AXA S.A.#2666 · 9,076 sh | 9,076 | $452.1K | 0.49% | -74.2% |
| 2667 | SENTINEL PENSION ADVISORS#2667 · 7,379 sh | 7,379 | $452.1K | 0.06% | +2.1% |
| 2668 | EVERMAY WEALTH MANAGEMENT#2668 · 7,925 sh | 7,925 | $451.6K | 0.05% | -0.3% |
| 2669 | Marks Group Wealth Management#2669 · 7,922 sh | 7,922 | $451.4K | 0.04% | +3.2% |
| 2670 | PKS Advisory Services#2670 · 7,918 sh | 7,918 | $451.1K | — | New |
| 2671 | WealthBridge Capital Management#2671 · 7,909 sh | 7,909 | $450.6K | — | +0.1% |
| 2672 | Maxele Advisors#2672 · 7,892 sh | 7,892 | $449.7K | 0.31% | — |
| 2673 | Sunbeam Capital Management#2673 · 7,885 sh | 7,885 | $449.3K | 0.21% | +13.1% |
| 2674 | Vilga Financial Planning#2674 · 7,882 sh | 7,882 | $449.1K | — | +2.2% |
| 2675 | Radnor Capital Management#2675 · 7,865 sh | 7,865 | $448.1K | — | 0.0% |
| 2676 | Security National Bank#2676 · 7,837 sh | 7,837 | $446.6K | — | +8.0% |
| 2677 | Sonoma Allocations#2677 · 7,641 sh | 7,641 | $446.4K | 0.14% | -13.4% |
| 2678 | New England Professional Planning Group#2678 · 7,816 sh | 7,816 | $445.4K | 0.17% | -11.2% |
| 2679 | INCOME RESEARCH & MANAGEMENT#2679 · 355 sh | 355 | $445.3K | — | 0.0% |
| 2680 | Duncan Williams Asset Management#2680 · 7,799 sh | 7,799 | $444.4K | 0.10% | -1.2% |
| 2681 | Elgethun Capital Management#2681 · 7,770 sh | 7,770 | $442.8K | 0.06% | +6.9% |
| 2682 | BLALOCK WILLIAMS#2682 · 7,767 sh | 7,767 | $442.6K | 0.29% | +7.4% |
| 2683 | ROMANO BROTHERS AND COMPANY#2683 · 7,753 sh | 7,753 | $441.8K | — | -5.0% |
| 2684 | UNITED BANK#2684 · 7,715 sh | 7,715 | $439.6K | 0.05% | 0.0% |
| 2685 | VERUS CAPITAL PARTNERS#2685 · 7,693 sh | 7,693 | $438.3K | 0.02% | +4.4% |
| 2686 | ALTFEST L J#2686 · 7,678 sh | 7,678 | $437.5K | 0.04% | -0.2% |
| 2687 | Encompass More Asset Management#2687 · 7,676 sh | 7,676 | $437.4K | — | -4.7% |
| 2688 | WEBSTERROGERS FINANCIAL ADVISORS#2688 · 7,666 sh | 7,666 | $436.8K | 0.11% | 0.0% |
| 2689 | Beacon Capital Management#2689 · 7,660 sh | 7,660 | $436.5K | — | +1.6% |
| 2690 | Koenig Investment Advisory#2690 · 7,656 sh | 7,656 | $436.3K | — | +0.1% |
| 2691 | GK Wealth Management#2691 · 7,655 sh | 7,655 | $436.2K | — | New |
| 2692 | Strategic Family Wealth Counselors, L.L.C.#2692 · 7,653 sh | 7,653 | $436.1K | 0.10% | -6.0% |
| 2693 | Sterling Investment Counsel#2693 · 7,610 sh | 7,610 | $433.6K | — | -2.2% |
| 2694 | Elevated Capital Advisors#2694 · 7,601 sh | 7,601 | $433.1K | 0.12% | -30.4% |
| 2695 | Invera Wealth Advisors#2695 · 7,599 sh | 7,599 | $433.0K | 0.23% | +33.7% |
| 2696 | Pflug Koory#2696 · 7,580 sh | 7,580 | $431.9K | — | 0.0% |
| 2697 | MONEY CONCEPTS CAPITAL#2697 · 7,533 sh | 7,533 | $429.3K | 0.02% | -8.1% |
| 2698 | Capital Advisors, Ltd.#2698 · 7,533 sh | 7,533 | $429.0K | 0.04% | -0.3% |
| 2699 | Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.#2699 · 7,522 sh | 7,522 | $428.6K | 0.02% | 0.0% |
| 2700 | Life Planning Partners#2700 · 7,520 sh | 7,520 | $428.5K | 0.32% | -4.0% |
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.