BANK OF AMERICA CORP /DE/ (BAC) — Institutional Holders, Q2 2026 (page 30)
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 2,901 to 3,000. 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 2,901–3,000 of 3,676
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2901 | WINCAP FINANCIAL#2901 · 6,011 sh | 6,011 | $342.5K | — | +16.1% |
| 2902 | Midwest Financial Group#2902 · 6,011 sh | 6,011 | $342.5K | — | -1.6% |
| 2903 | Jones Collombin Investment Counsel#2903 · 7,025 sh | 7,025 | $342.5K | 0.10% | 0.0% |
| 2904 | Huntleigh Advisors#2904 · 6,008 sh | 6,008 | $342.4K | 0.05% | +4.1% |
| 2905 | LECAP ASSET MANAGEMENT LTD#2905 · 6,005 sh | 6,005 | $342.2K | — | -51.0% |
| 2906 | 17 CAPITAL PARTNERS#2906 · 5,993 sh | 5,993 | $341.5K | 0.15% | +0.6% |
| 2907 | Valtinson Bruner Financial Planning#2907 · 5,985 sh | 5,985 | $341.0K | 0.09% | -0.6% |
| 2908 | Hamilton Point Investment Advisors#2908 · 5,980 sh | 5,980 | $340.7K | 0.05% | 0.0% |
| 2909 | K.J. Harrison & Partners#2909 · 5,976 sh | 5,976 | $340.5K | 0.05% | +6.3% |
| 2910 | OSBORNE PARTNERS CAPITAL MANAGEMENT#2910 · 5,961 sh | 5,961 | $339.7K | 0.02% | 0.0% |
| 2911 | Insight Wealth Strategies#2911 · 5,799 sh | 5,799 | $338.4K | — | -7.4% |
| 2912 | ONE WEALTH CAPITAL MANAGEMENT#2912 · 5,934 sh | 5,934 | $338.1K | — | New |
| 2913 | COLTON GROOME FINANCIAL ADVISORS#2913 · 5,922 sh | 5,922 | $337.4K | — | New |
| 2914 | J.E. Simmons & , P.C.#2914 · 5,921 sh | 5,921 | $337.4K | 0.19% | 0.0% |
| 2915 | Counterpoint Mutual Funds#2915 · 5,920 sh | 5,920 | $337.3K | — | -3.2% |
| 2916 | January Capital Advisors#2916 · 5,915 sh | 5,915 | $337.1K | 0.28% | -1.2% |
| 2917 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#2917 · 5,909 sh | 5,909 | $336.7K | 0.04% | -92.7% |
| 2918 | Grant Street Asset Management#2918 · 5,906 sh | 5,906 | $336.5K | — | +35.1% |
| 2919 | Miramar Capital#2919 · 5,904 sh | 5,904 | $336.4K | 0.07% | 0.0% |
| 2920 | Alliance Wealth Advisors#2920 · 5,899 sh | 5,899 | $336.1K | 0.06% | 0.0% |
| 2921 | FIRST UNITED BANK#2921 · 5,890 sh | 5,890 | $335.6K | — | +4.4% |
| 2922 | MOTCO#2922 · 5,883 sh | 5,883 | $335.2K | 0.03% | +12.5% |
| 2923 | Keystone Financial Planning#2923 · 5,881 sh | 5,881 | $335.1K | — | 0.0% |
| 2924 | Carter Financial Group#2924 · 5,874 sh | 5,874 | $334.7K | — | -3.9% |
| 2925 | GatePass Capital#2925 · 5,871 sh | 5,871 | $334.5K | 0.13% | +7.7% |
| 2926 | D'Orazio & Associates#2926 · 5,869 sh | 5,869 | $334.4K | 0.04% | +16.5% |
| 2927 | Monument Capital Management#2927 · 5,868 sh | 5,868 | $334.3K | — | +8.4% |
| 2928 | Centennial Wealth Advisory#2928 · 5,867 sh | 5,867 | $334.3K | — | -0.8% |
| 2929 | Almanack Investment Partners#2929 · 5,860 sh | 5,860 | $333.9K | 0.04% | +1.0% |
| 2930 | CWC Advisors#2930 · 5,855 sh | 5,855 | $333.6K | — | -1.0% |
| 2931 | Members#2931 · 5,835 sh | 5,835 | $332.5K | 0.01% | -5.7% |
| 2932 | Exchange Bank#2932 · 5,830 sh | 5,830 | $332.2K | — | New |
| 2933 | FLYWHEEL PRIVATE WEALTH#2933 · 5,825 sh | 5,825 | $331.9K | 0.16% | 0.0% |
| 2934 | Cannon Advisors#2934 · 5,464 sh | 5,464 | $331.3K | — | +13.2% |
| 2935 | ARTHUR M. COHEN & ASSOCIATES#2935 · 5,808 sh | 5,808 | $331.0K | — | +0.5% |
| 2936 | TOEWS#2936 · 5,805 sh | 5,805 | $330.8K | 0.05% | New |
| 2937 | SAGE RHINO CAPITAL#2937 · 5,803 sh | 5,803 | $330.7K | 0.05% | +2.9% |
| 2938 | Mission Creek Capital Partners#2938 · 23,701 sh | 23,701 | $330.1K | 0.06% | -0.2% |
| 2939 | Kagan Cocozza Asset Management#2939 · 5,790 sh | 5,790 | $329.9K | — | -2.4% |
| 2940 | LifeGoal Investments#2940 · 5,789 sh | 5,789 | $329.9K | — | New |
| 2941 | Mission Financial Group#2941 · 5,765 sh | 5,765 | $328.5K | — | — |
| 2942 | North Capital#2942 · 5,759 sh | 5,759 | $328.2K | — | -1.0% |
| 2943 | Capital Investment Management#2943 · 5,757 sh | 5,757 | $328.0K | 0.10% | -0.1% |
| 2944 | Byrne Asset Management#2944 · 5,757 sh | 5,757 | $328.0K | — | 0.0% |
| 2945 | Paulson Wealth Management#2945 · 5,743 sh | 5,743 | $327.2K | 0.07% | +10.7% |
| 2946 | Spahn Wealth & Retirement#2946 · 5,736 sh | 5,736 | $326.8K | 0.21% | -90.8% |
| 2947 | McNamara Financial Services#2947 · 5,722 sh | 5,722 | $326.0K | 0.06% | 0.0% |
| 2948 | Centric Wealth Management#2948 · 6,245 sh | 6,245 | $325.9K | 0.05% | 0.0% |
| 2949 | Clarus Group#2949 · 5,714 sh | 5,714 | $325.6K | — | +0.4% |
| 2950 | All Terrain Financial Advisors#2950 · 5,700 sh | 5,700 | $324.8K | 0.05% | +7.5% |
| 2951 | IRONWOOD INVESTMENT MANAGEMENT#2951 · 5,685 sh | 5,685 | $323.9K | 0.11% | -0.4% |
| 2952 | Hamilton Capital#2952 · 5,668 sh | 5,668 | $323.0K | — | New |
| 2953 | FLYNN ZITO CAPITAL MANAGEMENT#2953 · 5,666 sh | 5,666 | $322.9K | 0.09% | +0.1% |
| 2954 | BNB Wealth Management#2954 · 5,641 sh | 5,641 | $321.4K | 0.18% | -1.5% |
| 2955 | CARDIFF PARK ADVISORS#2955 · 5,627 sh | 5,627 | $320.6K | 0.02% | +0.2% |
| 2956 | BANYAN CAPITAL MANAGEMENT#2956 · 5,625 sh | 5,625 | $320.5K | 0.14% | 0.0% |
| 2957 | Mountain Capital Investment Advisors#2957 · 5,620 sh | 5,620 | $320.2K | 0.05% | -8.0% |
| 2958 | J. Derek Lewis & Associates#2958 · 5,618 sh | 5,618 | $320.1K | 0.06% | -76.2% |
| 2959 | Trifecta Capital Advisors#2959 · 5,614 sh | 5,614 | $319.9K | — | +2.1% |
| 2960 | Passive Capital Management#2960 · 5,810 sh | 5,810 | $319.6K | 0.10% | -9.0% |
| 2961 | RED LIGHTHOUSE INVESTMENT MANAGEMENT#2961 · 5,606 sh | 5,606 | $319.4K | 0.10% | +2.0% |
| 2962 | Wealth Analytics Partners#2962 · 5,267 sh | 5,267 | $319.3K | — | 0.0% |
| 2963 | Plan Group Financial#2963 · 5,603 sh | 5,603 | $319.2K | — | -11.5% |
| 2964 | Trail Ridge Investment Advisors#2964 · 5,602 sh | 5,602 | $319.2K | — | +0.2% |
| 2965 | MFA Wealth Services#2965 · 5,593 sh | 5,593 | $318.7K | — | -1.5% |
| 2966 | Sage Investment Advisers#2966 · 5,587 sh | 5,587 | $318.4K | — | +0.1% |
| 2967 | SAXON INTERESTS#2967 · 5,578 sh | 5,578 | $317.8K | — | +1.7% |
| 2968 | RTD Financial Advisors#2968 · 5,578 sh | 5,578 | $317.8K | — | +25.9% |
| 2969 | Clearstead#2969 · 5,577 sh | 5,577 | $317.8K | 0.04% | -28.1% |
| 2970 | MARS JEWETT FINANCIAL GROUP#2970 · 5,574 sh | 5,574 | $317.6K | 0.06% | New |
| 2971 | Yoffe Investment Management#2971 · 5,573 sh | 5,573 | $317.6K | 0.36% | 0.0% |
| 2972 | Cambridge Financial Group#2972 · 5,564 sh | 5,564 | $317.1K | — | 0.0% |
| 2973 | Stenger Family Office#2973 · 5,561 sh | 5,561 | $316.9K | — | +18.7% |
| 2974 | St. Clair Advisors#2974 · 5,560 sh | 5,560 | $316.8K | — | 0.0% |
| 2975 | SJBENEN ADVISORY#2975 · 254 sh | 254 | $316.6K | — | -3.8% |
| 2976 | SKBA CAPITAL MANAGEMENT#2976 · 5,550 sh | 5,550 | $316.2K | 0.05% | 0.0% |
| 2977 | Nordwand Advisors#2977 · 5,548 sh | 5,548 | $316.1K | 0.05% | +33.8% |
| 2978 | Lynx Investment Advisory#2978 · 5,544 sh | 5,544 | $315.9K | 0.10% | -8.9% |
| 2979 | SEVEN MILE ADVISORY#2979 · 5,536 sh | 5,536 | $315.5K | — | -1.6% |
| 2980 | MAINSAIL ASSET MANAGEMENT#2980 · 5,144 sh | 5,144 | $315.2K | — | New |
| 2981 | RICHARDSON FINANCIAL SERVICES#2981 · 5,528 sh | 5,528 | $315.0K | 0.18% | -29.1% |
| 2982 | Evanson Financial#2982 · 251 sh | 251 | $314.9K | — | — |
| 2983 | Nemes Rush Group#2983 · 5,507 sh | 5,507 | $313.8K | 0.03% | +0.1% |
| 2984 | HALL LAURIE J TRUSTEE#2984 · 5,507 sh | 5,507 | $313.8K | — | 0.0% |
| 2985 | TL Private Wealth#2985 · 5,240 sh | 5,240 | $313.7K | — | 0.0% |
| 2986 | SELDON CAPITAL#2986 · 5,502 sh | 5,502 | $313.5K | 0.10% | 0.0% |
| 2987 | Astoria Portfolio Advisors#2987 · 5,501 sh | 5,501 | $313.4K | 0.05% | -96.8% |
| 2988 | One Day In July#2988 · 5,498 sh | 5,498 | $313.3K | 0.02% | New |
| 2989 | BALLAST ADVISORS#2989 · 5,489 sh | 5,489 | $312.8K | 0.07% | -4.0% |
| 2990 | MASSACHUSETTS INSTITUTE OF TECHNOLOGY#2990 · 5,486 sh | 5,486 | $312.6K | 0.04% | New |
| 2991 | Financial Guidance Group#2991 · 5,485 sh | 5,485 | $312.5K | — | 0.0% |
| 2992 | RAHLFS CAPITAL#2992 · 5,450 sh | 5,450 | $310.5K | — | 0.0% |
| 2993 | Silver Grove Financial Group#2993 · 5,450 sh | 5,450 | $310.5K | 0.17% | +0.3% |
| 2994 | SYNTAX RESEARCH#2994 · 5,436 sh | 5,436 | $309.7K | 0.23% | +0.1% |
| 2995 | Principal Street Partners#2995 · 5,433 sh | 5,433 | $309.6K | 0.05% | +18.6% |
| 2996 | GILL CAPITAL PARTNERS#2996 · 5,432 sh | 5,432 | $309.5K | — | +107.6% |
| 2997 | Asset Planning#2997 · 5,432 sh | 5,432 | $309.5K | — | +0.4% |
| 2998 | Bangor Savings Bank#2998 · 5,426 sh | 5,426 | $309.2K | — | -13.9% |
| 2999 | Aletheian Wealth Advisors#2999 · 5,422 sh | 5,422 | $308.9K | — | +11.1% |
| 3000 | Quad-Cities Investment Group#3000 · 5,415 sh | 5,415 | $308.5K | — | +0.1% |
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.