BANK OF AMERICA CORP /DE/ (BAC) — Institutional Holders, Q2 2026 (page 29)
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 2,801 to 2,900. 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 2,801–2,900 of 3,676
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2801 | CONDOR CAPITAL MANAGEMENT#2801 · 6,707 sh | 6,707 | $382.2K | 0.03% | +14.4% |
| 2802 | RICHARDS, MERRILL & PETERSON#2802 · 6,700 sh | 6,700 | $381.8K | — | -26.6% |
| 2803 | SC&H Financial Advisors#2803 · 6,697 sh | 6,697 | $381.6K | — | -2.9% |
| 2804 | ARBOR WEALTH ADVISORS#2804 · 6,676 sh | 6,676 | $380.4K | 0.15% | -8.6% |
| 2805 | DLK Investment Management#2805 · 318 sh | 318 | $380.4K | — | New |
| 2806 | Crusonia Wealth Advisors#2806 · 6,671 sh | 6,671 | $380.1K | — | +45.6% |
| 2807 | REAP Financial Group#2807 · 6,653 sh | 6,653 | $379.1K | 0.06% | +0.5% |
| 2808 | CORRECT CAPITAL WEALTH MANAGEMENT#2808 · 6,642 sh | 6,642 | $378.5K | 0.07% | -1.4% |
| 2809 | Pitcairn Wealth Advisors#2809 · 6,629 sh | 6,629 | $377.8K | 0.04% | +73.0% |
| 2810 | Scott Capital Advisors#2810 · 6,626 sh | 6,626 | $377.5K | — | 0.0% |
| 2811 | NORTHCAPE WEALTH MANAGEMENT#2811 · 6,625 sh | 6,625 | $377.5K | 0.10% | 0.0% |
| 2812 | LifeSteps Financial#2812 · 2,129 sh | 2,129 | $377.4K | — | +954.0% |
| 2813 | BLODGETT WEALTH ADVISORS#2813 · 6,618 sh | 6,618 | $377.1K | — | +0.1% |
| 2814 | Ring Mountain Capital#2814 · 6,616 sh | 6,616 | $377.0K | — | -1.3% |
| 2815 | ISLAY CAPITAL MANAGEMENT#2815 · 300 sh | 300 | $376.4K | — | 0.0% |
| 2816 | OneAscent Investment Solutions#2816 · 6,584 sh | 6,584 | $375.2K | 0.36% | -0.8% |
| 2817 | Legacy Edge Advisors#2817 · 6,583 sh | 6,583 | $375.1K | 0.03% | 0.0% |
| 2818 | Intergy Private Wealth#2818 · 6,583 sh | 6,583 | $375.1K | — | +6.7% |
| 2819 | Powell Investment Advisors#2819 · 6,158 sh | 6,158 | $374.8K | — | 0.0% |
| 2820 | Hamilton Wealth#2820 · 6,578 sh | 6,578 | $374.8K | 0.07% | -66.1% |
| 2821 | Sharp Financial Services#2821 · 6,577 sh | 6,577 | $374.8K | 0.17% | +1.0% |
| 2822 | Core Wealth Partners#2822 · 6,572 sh | 6,572 | $374.5K | 0.16% | +11.9% |
| 2823 | INVESTED ADVISORS#2823 · 6,569 sh | 6,569 | $374.3K | — | -4.2% |
| 2824 | Pinnacle West Asset Management#2824 · 6,570 sh | 6,570 | $374.0K | 0.26% | +1.6% |
| 2825 | Lifestyle Asset Management#2825 · 6,552 sh | 6,552 | $373.3K | — | +2.2% |
| 2826 | CPWA#2826 · 6,550 sh | 6,550 | $373.2K | 0.43% | +1.9% |
| 2827 | Copley Financial Group#2827 · 6,543 sh | 6,543 | $372.8K | 0.23% | -32.6% |
| 2828 | Clay Northam Wealth Management#2828 · 6,532 sh | 6,532 | $372.2K | — | 0.0% |
| 2829 | Citrine Capital#2829 · 6,529 sh | 6,529 | $372.0K | — | +1.0% |
| 2830 | TriaGen Wealth Management#2830 · 6,523 sh | 6,523 | $371.7K | — | 0.0% |
| 2831 | Ameliora Wealth Management Ltd.#2831 · 6,517 sh | 6,517 | $371.3K | — | -3.0% |
| 2832 | WPG Advisers#2832 · 6,514 sh | 6,514 | $371.2K | 0.22% | +13.9% |
| 2833 | Oxinas Partners Wealth Management#2833 · 6,509 sh | 6,509 | $370.9K | 0.15% | 0.0% |
| 2834 | Integrity Wealth Solutions#2834 · 6,504 sh | 6,504 | $370.6K | 0.14% | +0.3% |
| 2835 | BridgePort Financial Solutions#2835 · 6,503 sh | 6,503 | $370.5K | 0.09% | -6.6% |
| 2836 | Ellis Investment Partners#2836 · 6,476 sh | 6,476 | $369.0K | — | +0.7% |
| 2837 | WealthPoint Financial#2837 · 6,472 sh | 6,472 | $368.8K | 0.27% | -9.0% |
| 2838 | CAPE COD FIVE CENTS SAVINGS BANK#2838 · 6,466 sh | 6,466 | $368.4K | 0.03% | — |
| 2839 | BBR PARTNERS#2839 · 6,433 sh | 6,433 | $366.6K | 0.02% | -10.2% |
| 2840 | ST GERMAIN D J#2840 · 6,426 sh | 6,426 | $366.2K | 0.01% | -3.9% |
| 2841 | Private Advisory Group#2841 · 6,417 sh | 6,417 | $365.6K | 0.02% | -95.5% |
| 2842 | GW HENSSLER & ASSOCIATES LTD#2842 · 6,412 sh | 6,412 | $365.4K | — | +2.0% |
| 2843 | Hyperion Capital Advisors#2843 · 6,400 sh | 6,400 | $364.7K | 0.16% | 0.0% |
| 2844 | Sara-Bay Financial#2844 · 6,395 sh | 6,395 | $364.4K | — | -38.8% |
| 2845 | NewSquare Capital#2845 · 6,385 sh | 6,385 | $363.8K | 0.03% | +22.1% |
| 2846 | Clarity Wealth Advisors#2846 · 6,366 sh | 6,366 | $362.7K | — | -1.7% |
| 2847 | NORTHWEST WEALTH MANAGEMENT#2847 · 6,361 sh | 6,361 | $362.5K | 0.05% | +0.1% |
| 2848 | Madrona Financial Services#2848 · 6,358 sh | 6,358 | $362.3K | — | +1.1% |
| 2849 | Capital Advantage#2849 · 6,358 sh | 6,358 | $362.3K | — | -1.0% |
| 2850 | Garrett Wealth Advisory Group#2850 · 6,353 sh | 6,353 | $362.0K | — | +2.0% |
| 2851 | Jackson, Grant Investment Advisers#2851 · 6,344 sh | 6,344 | $361.5K | 0.11% | +1.0% |
| 2852 | Steadtrust#2852 · 6,338 sh | 6,338 | $361.1K | 0.18% | +0.4% |
| 2853 | Coquina Private Wealth#2853 · 6,336 sh | 6,336 | $361.0K | 0.25% | -7.2% |
| 2854 | GENESIS PRIVATE WEALTH#2854 · 6,332 sh | 6,332 | $360.8K | 0.10% | +3.4% |
| 2855 | Koss-Olinger Consulting#2855 · 6,324 sh | 6,324 | $360.3K | 0.03% | -13.3% |
| 2856 | Morling Financial Advisors#2856 · 6,317 sh | 6,317 | $359.9K | 0.10% | +0.1% |
| 2857 | Ariston Services Group#2857 · 6,313 sh | 6,313 | $359.7K | — | New |
| 2858 | Ellsworth Advisors#2858 · 5,828 sh | 5,828 | $358.9K | — | -3.8% |
| 2859 | Emergent Wealth Advisors#2859 · 6,888 sh | 6,888 | $358.3K | — | +9.7% |
| 2860 | Eurizon SLJ Capital Ltd#2860 · 6,278 sh | 6,278 | $357.7K | 0.13% | 0.0% |
| 2861 | Dominguez Wealth Management Solutions#2861 · 6,277 sh | 6,277 | $357.7K | — | 0.0% |
| 2862 | ACTION POINT FINANCIAL PLANNING#2862 · 6,270 sh | 6,270 | $356.9K | 0.04% | New |
| 2863 | CENTRAL BANK#2863 · 6,256 sh | 6,256 | $356.5K | — | +3.2% |
| 2864 | SNOWWATER INVESTMENT PARTNERS#2864 · 6,252 sh | 6,252 | $356.2K | 0.25% | +3.7% |
| 2865 | NCP#2865 · 6,250 sh | 6,250 | $356.1K | 0.50% | -3.1% |
| 2866 | Putney Financial Group#2866 · 6,240 sh | 6,240 | $355.6K | 0.32% | 0.0% |
| 2867 | Northwest Quadrant Wealth Management#2867 · 6,234 sh | 6,234 | $355.2K | 0.07% | -5.2% |
| 2868 | BNC WEALTH MANAGEMENT#2868 · 6,212 sh | 6,212 | $354.0K | — | -0.3% |
| 2869 | Miller Capital Partners#2869 · 6,208 sh | 6,208 | $353.7K | 0.14% | -14.0% |
| 2870 | Commonwealth Financial Services#2870 · 6,198 sh | 6,198 | $353.1K | — | +22.2% |
| 2871 | Meridian Wealth Partners#2871 · 6,192 sh | 6,192 | $352.8K | 0.04% | -1.7% |
| 2872 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#2872 · 5,578 sh | 5,578 | $352.8K | 0.21% | 0.0% |
| 2873 | MOTIVE WEALTH ADVISORS#2873 · 6,184 sh | 6,184 | $352.4K | — | +4.5% |
| 2874 | KELLY FINANCIAL GROUP#2874 · 6,181 sh | 6,181 | $352.3K | — | -1.2% |
| 2875 | Private Wealth Management Group#2875 · 6,179 sh | 6,179 | $352.1K | — | 0.0% |
| 2876 | Connecticut Capital Management Group#2876 · 6,173 sh | 6,173 | $351.7K | 0.28% | 0.0% |
| 2877 | Meramec Financial Planners#2877 · 5,661 sh | 5,661 | $351.7K | 0.13% | -0.7% |
| 2878 | Royal Capital Wealth Management#2878 · 6,169 sh | 6,169 | $351.5K | 0.20% | +0.1% |
| 2879 | Gerald Baker Financial Group#2879 · 6,167 sh | 6,167 | $351.4K | — | New |
| 2880 | VAUGHAN DAVID INVESTMENTS#2880 · 6,163 sh | 6,163 | $351.0K | <0.01% | 0.0% |
| 2881 | Avid Wealth Partners#2881 · 6,145 sh | 6,145 | $350.1K | 0.17% | -3.2% |
| 2882 | TUCKER ASSET MANAGEMENT#2882 · 6,141 sh | 6,141 | $349.9K | 0.09% | +1.2% |
| 2883 | First Bancorp#2883 · 6,137 sh | 6,137 | $349.7K | — | 0.0% |
| 2884 | Impact Partnership Wealth#2884 · 6,129 sh | 6,129 | $349.3K | 0.03% | New |
| 2885 | Granite Investment Partners#2885 · 6,125 sh | 6,125 | $349.0K | 0.02% | 0.0% |
| 2886 | SOUTHERN CAPITAL ADVISORS#2886 · 6,124 sh | 6,124 | $348.9K | — | +0.1% |
| 2887 | Good Harbor Advisors#2887 · 6,120 sh | 6,120 | $348.8K | — | +5.1% |
| 2888 | 1834 INVESTMENT ADVISORS#2888 · 6,098 sh | 6,098 | $347.5K | — | +1.3% |
| 2889 | Bulltick Wealth Management#2889 · 6,097 sh | 6,097 | $347.4K | 0.07% | -63.2% |
| 2890 | RESTON WEALTH MANAGEMENT#2890 · 6,097 sh | 6,097 | $347.4K | 0.09% | +43.8% |
| 2891 | NorthStar Asset Management#2891 · 6,094 sh | 6,094 | $347.2K | 0.14% | +0.3% |
| 2892 | ACORN CREEK CAPITAL#2892 · 6,092 sh | 6,092 | $347.1K | 0.12% | +0.6% |
| 2893 | LUTS & GREENLEIGH GROUP#2893 · 6,074 sh | 6,074 | $346.1K | 0.26% | -2.1% |
| 2894 | WILLNER & HELLER#2894 · 6,045 sh | 6,045 | $344.5K | 0.22% | +0.5% |
| 2895 | Convergence Financial#2895 · 6,042 sh | 6,042 | $344.3K | 0.03% | +35.9% |
| 2896 | DOVER ADVISORS#2896 · 6,259 sh | 6,259 | $344.2K | 0.14% | 0.0% |
| 2897 | LeClair Wealth Partners#2897 · 6,030 sh | 6,030 | $343.6K | 0.18% | New |
| 2898 | Forefront Wealth Partners#2898 · 6,030 sh | 6,030 | $343.6K | 0.11% | -4.9% |
| 2899 | Pines Wealth Management#2899 · 6,025 sh | 6,025 | $343.3K | — | -0.8% |
| 2900 | Sterling Investment Advisors, Ltd.#2900 · 6,017 sh | 6,017 | $342.8K | 0.06% | 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.