BANK OF AMERICA CORP /DE/ (BAC) — Institutional Holders, Q2 2026 (page 28)
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 2,701 to 2,800. 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 2,701–2,800 of 3,676
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2701 | Hoxton Planning & Management#2701 · 7,515 sh | 7,515 | $428.2K | — | +3.6% |
| 2702 | Brio Consultants#2702 · 7,513 sh | 7,513 | $428.1K | 0.05% | +5.4% |
| 2703 | Greykasell Wealth Strategies#2703 · 7,507 sh | 7,507 | $427.7K | 0.16% | 0.0% |
| 2704 | Campbell Deegan Wealth Management#2704 · 7,498 sh | 7,498 | $427.2K | 0.30% | -0.5% |
| 2705 | DDFG#2705 · 7,496 sh | 7,496 | $427.1K | — | -12.5% |
| 2706 | BlueChip Wealth Advisors#2706 · 7,488 sh | 7,488 | $426.7K | 0.16% | -4.5% |
| 2707 | INVESTMENT PARTNERS, LTD.#2707 · 7,476 sh | 7,476 | $426.0K | 0.13% | +6.9% |
| 2708 | Concentrum Wealth Management#2708 · 7,452 sh | 7,452 | $424.6K | 0.10% | -9.6% |
| 2709 | INVENIO WEALTH PARTNERS#2709 · 7,449 sh | 7,449 | $424.4K | — | -0.4% |
| 2710 | JAG CAPITAL MANAGEMENT#2710 · 7,442 sh | 7,442 | $424.0K | 0.04% | -25.9% |
| 2711 | Axis Wealth Partners#2711 · 7,438 sh | 7,438 | $423.8K | 0.20% | -24.0% |
| 2712 | Fortitude Family Office#2712 · 7,431 sh | 7,431 | $423.4K | — | +18.3% |
| 2713 | Addison Capital#2713 · 7,421 sh | 7,421 | $422.8K | 0.07% | 0.0% |
| 2714 | Royal Fund Management#2714 · 7,410 sh | 7,410 | $422.3K | — | -1.2% |
| 2715 | Stonebridge Financial Group#2715 · 7,405 sh | 7,405 | $421.9K | — | -3.1% |
| 2716 | Frederick Financial Consultants#2716 · 7,387 sh | 7,387 | $420.9K | 0.18% | +0.5% |
| 2717 | Index Fund Advisors#2717 · 7,386 sh | 7,386 | $420.9K | 0.02% | -0.9% |
| 2718 | WEALTHSPAN PARTNERS#2718 · 7,381 sh | 7,381 | $420.6K | 0.13% | 0.0% |
| 2719 | STRATEGY ASSET MANAGERS#2719 · 7,378 sh | 7,378 | $420.4K | — | +1.5% |
| 2720 | BCS Wealth Management#2720 · 7,374 sh | 7,374 | $420.2K | 0.08% | 0.0% |
| 2721 | Arcus Capital Partners#2721 · 7,371 sh | 7,371 | $420.0K | 0.17% | -3.1% |
| 2722 | Fairscale Capital#2722 · 7,369 sh | 7,369 | $419.9K | 0.25% | 0.0% |
| 2723 | Owl Creek Wealth Partners#2723 · 7,361 sh | 7,361 | $419.4K | — | +28.0% |
| 2724 | CHIRON CAPITAL MANAGEMENT#2724 · 7,352 sh | 7,352 | $418.9K | — | New |
| 2725 | Mayfair Advisory Group#2725 · 6,749 sh | 6,749 | $418.8K | — | -28.5% |
| 2726 | Hummer Financial Advisory Services#2726 · 7,347 sh | 7,347 | $418.6K | — | 0.0% |
| 2727 | Asset One Wealth Management#2727 · 6,794 sh | 6,794 | $418.4K | 0.04% | +1.4% |
| 2728 | CORA CAPITAL ADVISORS#2728 · 7,305 sh | 7,305 | $416.2K | 0.12% | -0.6% |
| 2729 | LOGAN CAPITAL MANAGEMENT#2729 · 6,375 sh | 6,375 | $415.9K | 0.02% | New |
| 2730 | BELLEVUE ASSET MANAGEMENT#2730 · 7,286 sh | 7,286 | $415.2K | 0.19% | -4.0% |
| 2731 | W ADVISORS#2731 · 7,285 sh | 7,285 | $415.1K | 0.19% | +1.8% |
| 2732 | TSFG#2732 · 7,283 sh | 7,283 | $415.0K | — | 0.0% |
| 2733 | Grant Private Wealth Management#2733 · 7,281 sh | 7,281 | $414.8K | — | -5.1% |
| 2734 | Rooted Wealth Advisors#2734 · 7,272 sh | 7,272 | $414.4K | 0.10% | +1.9% |
| 2735 | STRATEGIC PLANNING GROUP#2735 · 7,269 sh | 7,269 | $414.2K | — | -2.2% |
| 2736 | CHICKASAW CAPITAL MANAGEMENT#2736 · 7,270 sh | 7,270 | $414.0K | — | -3.1% |
| 2737 | LODESTAR PRIVATE ASSET MANAGEMENT#2737 · 7,254 sh | 7,254 | $413.3K | — | +0.2% |
| 2738 | KRAEMATON INVESTMENT ADVISORS#2738 · 7,252 sh | 7,252 | $413.2K | 0.31% | +0.4% |
| 2739 | MIDDLETON#2739 · 7,249 sh | 7,249 | $413.0K | — | -1.4% |
| 2740 | Financial Perspectives#2740 · 7,192 sh | 7,192 | $409.8K | 0.10% | -0.3% |
| 2741 | Financial & Tax Architects#2741 · 7,181 sh | 7,181 | $409.2K | — | -6.6% |
| 2742 | NFP Retirement#2742 · 7,179 sh | 7,179 | $409.0K | 0.02% | +17.7% |
| 2743 | Revisor Wealth Management#2743 · 7,178 sh | 7,178 | $409.0K | — | New |
| 2744 | Paladin Advisory Group#2744 · 7,171 sh | 7,171 | $408.6K | 0.27% | 0.0% |
| 2745 | TWIN PEAKS WEALTH ADVISORS#2745 · 7,166 sh | 7,166 | $408.3K | 0.09% | +18.7% |
| 2746 | Lakeshore Financial Planning#2746 · 7,159 sh | 7,159 | $408.0K | — | 0.0% |
| 2747 | BHK Investment Advisors#2747 · 7,156 sh | 7,156 | $407.7K | 0.12% | 0.0% |
| 2748 | GABELLI & INVESTMENT ADVISERS#2748 · 325 sh | 325 | $407.7K | 0.06% | 0.0% |
| 2749 | Sage Mountain Advisors#2749 · 7,141 sh | 7,141 | $406.9K | 0.03% | 0.0% |
| 2750 | Payne Capital Management#2750 · 7,135 sh | 7,135 | $406.6K | 0.11% | 0.0% |
| 2751 | FIRST AMERICAN , FSB#2751 · 7,132 sh | 7,132 | $406.4K | 0.02% | +0.6% |
| 2752 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#2752 · 7,132 sh | 7,132 | $406.4K | 0.02% | 0.0% |
| 2753 | BARINGS#2753 · 7,110 sh | 7,110 | $405.1K | — | +38.1% |
| 2754 | RAINEY & RANDALL WEALTH ADVISORS#2754 · 7,108 sh | 7,108 | $405.0K | — | -0.6% |
| 2755 | VAQUERO PRIVATE WEALTH, LTD#2755 · 7,105 sh | 7,105 | $404.8K | 0.08% | — |
| 2756 | SONATA CAPITAL GROUP#2756 · 7,100 sh | 7,100 | $404.6K | — | 0.0% |
| 2757 | LEE JOHNSON CAPITAL MANAGEMENT#2757 · 7,085 sh | 7,085 | $403.7K | 0.13% | -0.3% |
| 2758 | Stronghold Wealth Management L.L.C.#2758 · 7,070 sh | 7,070 | $402.8K | — | +0.2% |
| 2759 | Aviso Financial#2759 · 7,066 sh | 7,066 | $402.6K | 0.01% | -81.4% |
| 2760 | COMMUNITY & INVESTMENT#2760 · 7,059 sh | 7,059 | $402.2K | — | 0.0% |
| 2761 | PRAIRIE ADVISORY#2761 · 7,055 sh | 7,055 | $402.0K | — | — |
| 2762 | Novak & Powell Financial Services#2762 · 7,044 sh | 7,044 | $401.4K | 0.19% | 0.0% |
| 2763 | Lincoln Capital#2763 · 7,034 sh | 7,034 | $400.8K | — | +1.0% |
| 2764 | Everstar Asset Management#2764 · 7,013 sh | 7,013 | $399.6K | 0.19% | -3.5% |
| 2765 | Goldstein Advisors#2765 · 7,012 sh | 7,012 | $399.5K | — | +18.9% |
| 2766 | Veracity Capital#2766 · 7,009 sh | 7,009 | $399.4K | — | +2.3% |
| 2767 | Peak Wealth Management#2767 · 6,997 sh | 6,997 | $398.7K | — | +0.5% |
| 2768 | AdviceOne Advisory Services#2768 · 6,989 sh | 6,989 | $398.2K | — | +0.1% |
| 2769 | FMB WEALTH MANAGEMENT#2769 · 6,978 sh | 6,978 | $397.6K | 0.15% | +0.1% |
| 2770 | Advance Capital Management#2770 · 6,968 sh | 6,968 | $397.0K | 0.01% | New |
| 2771 | WOLFF WIESE MAGANA#2771 · 6,961 sh | 6,961 | $396.6K | — | 0.0% |
| 2772 | Polaris Investment Advisors#2772 · 6,946 sh | 6,946 | $395.8K | — | 0.0% |
| 2773 | FAIRFIELD, BUSH#2773 · 6,920 sh | 6,920 | $394.3K | 0.19% | 0.0% |
| 2774 | Atala Financial#2774 · 6,903 sh | 6,903 | $393.3K | — | 0.0% |
| 2775 | FSB PREMIER WEALTH MANAGEMENT#2775 · 6,901 sh | 6,901 | $393.2K | 0.11% | -75.3% |
| 2776 | Sentry#2776 · 6,900 sh | 6,900 | $393.2K | 0.11% | 0.0% |
| 2777 | GW&K Investment Management#2777 · 6,905 sh | 6,905 | $393.0K | <0.01% | +5.1% |
| 2778 | Heartwood Wealth Advisors#2778 · 6,894 sh | 6,894 | $392.8K | — | 0.0% |
| 2779 | Willow Creek Wealth Management#2779 · 6,885 sh | 6,885 | $392.3K | — | — |
| 2780 | Balentine#2780 · 2,654 sh | 2,654 | $390.7K | 0.01% | +77.5% |
| 2781 | Veery Capital#2781 · 6,845 sh | 6,845 | $390.0K | — | -7.9% |
| 2782 | Bull Street Advisors#2782 · 6,837 sh | 6,837 | $390.0K | — | 0.0% |
| 2783 | 49 WEALTH MANAGEMENT#2783 · 6,843 sh | 6,843 | $389.9K | 0.07% | -30.0% |
| 2784 | ALONGSIDE#2784 · 6,843 sh | 6,843 | $389.9K | 0.07% | — |
| 2785 | Financial Advisors Network#2785 · 6,841 sh | 6,841 | $389.8K | 0.05% | -3.5% |
| 2786 | Alta Wealth Advisors#2786 · 6,829 sh | 6,829 | $389.1K | 0.11% | -3.0% |
| 2787 | Missouri & Investment#2787 · 6,257 sh | 6,257 | $387.6K | 0.11% | 0.0% |
| 2788 | Roehl & Yi Investment Advisors#2788 · 6,792 sh | 6,792 | $387.0K | 0.13% | +0.1% |
| 2789 | BYRNE FINANCIAL FREEDOM#2789 · 6,771 sh | 6,771 | $385.8K | 0.15% | -1.9% |
| 2790 | Alpha Financial Advisors#2790 · 6,763 sh | 6,763 | $385.4K | 0.10% | -0.2% |
| 2791 | Caitlin John#2791 · 6,756 sh | 6,756 | $385.0K | 0.21% | +7755.8% |
| 2792 | BOK Financial Private Wealth#2792 · 6,753 sh | 6,753 | $384.8K | 0.02% | -16.5% |
| 2793 | Wingate Wealth Advisors#2793 · 6,752 sh | 6,752 | $384.7K | — | 0.0% |
| 2794 | Seros Financial#2794 · 6,741 sh | 6,741 | $384.1K | — | New |
| 2795 | Pinnacle Family Advisors#2795 · 6,732 sh | 6,732 | $383.6K | 0.16% | -11.5% |
| 2796 | NOVEM GROUP#2796 · 6,731 sh | 6,731 | $383.5K | — | -8.0% |
| 2797 | HUNTER ASSOCIATES INVESTMENT MANAGEMENT#2797 · 6,737 sh | 6,737 | $383.0K | — | +0.6% |
| 2798 | Wallace Advisory Group#2798 · 6,715 sh | 6,715 | $382.6K | 0.36% | -3.0% |
| 2799 | Capital Investment Counsel#2799 · 6,710 sh | 6,710 | $382.3K | — | 0.0% |
| 2800 | Morton Capital Management#2800 · 6,708 sh | 6,708 | $382.2K | — | +4.7% |
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.