BANK OF AMERICA CORP /DE/ (BAC) — Institutional Holders, Q2 2026 (page 31)
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 3,001 to 3,100. 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 3,001–3,100 of 3,676
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3001 | Glen Eagle Advisors#3001 · 5,397 sh | 5,397 | $307.5K | 0.04% | +7.0% |
| 3002 | Pacific Center for Financial Services#3002 · 5,394 sh | 5,394 | $307.4K | — | -1.4% |
| 3003 | Latash Investments#3003 · 5,394 sh | 5,394 | $307.4K | 0.23% | 0.0% |
| 3004 | Blue Edge Capital#3004 · 5,380 sh | 5,380 | $306.6K | 0.04% | -75.2% |
| 3005 | Allen Investment Management#3005 · 5,364 sh | 5,364 | $305.6K | <0.01% | 0.0% |
| 3006 | Abound Wealth Management#3006 · 5,360 sh | 5,360 | $305.4K | — | -16.0% |
| 3007 | Nexus Investment Management ULC#3007 · 5,350 sh | 5,350 | $304.8K | 0.04% | 0.0% |
| 3008 | My Personal CFO#3008 · 5,346 sh | 5,346 | $304.6K | — | -20.0% |
| 3009 | Elmwood Wealth Management#3009 · 5,338 sh | 5,338 | $304.2K | — | +5.3% |
| 3010 | MinichMacGregor Wealth Management#3010 · 5,335 sh | 5,335 | $304.0K | — | +0.4% |
| 3011 | GSG Advisors#3011 · 5,331 sh | 5,331 | $303.8K | 0.07% | +1.5% |
| 3012 | GUERRA PAN ADVISORS#3012 · 5,329 sh | 5,329 | $303.6K | — | -2.6% |
| 3013 | Wagner Wealth Management#3013 · 5,328 sh | 5,328 | $303.6K | — | +0.1% |
| 3014 | Yukon Wealth Management#3014 · 5,326 sh | 5,326 | $303.5K | 0.09% | New |
| 3015 | Sand Hill Global Advisors#3015 · 5,313 sh | 5,313 | $302.7K | <0.01% | -2.0% |
| 3016 | B.O.S.S. Retirement Advisors#3016 · 5,311 sh | 5,311 | $302.6K | — | -3.4% |
| 3017 | Eagle Wealth Advisors#3017 · 5,309 sh | 5,309 | $302.5K | — | +10.7% |
| 3018 | Arrowroot Family Office#3018 · 5,308 sh | 5,308 | $302.5K | 0.09% | +17.3% |
| 3019 | Mosley Wealth Management#3019 · 5,304 sh | 5,304 | $302.2K | — | +646.0% |
| 3020 | GenTrust#3020 · 5,296 sh | 5,296 | $301.7K | 0.01% | -12.6% |
| 3021 | National Philanthropic#3021 · 5,295 sh | 5,295 | $301.7K | <0.01% | -14.8% |
| 3022 | VOISARD ASSET MANAGEMENT GROUP#3022 · 5,281 sh | 5,281 | $300.9K | — | +10.9% |
| 3023 | Investment Research & Advisory Group#3023 · 4,846 sh | 4,846 | $300.7K | — | +0.3% |
| 3024 | Main Street Group, LTD#3024 · 5,269 sh | 5,269 | $300.2K | 0.07% | 0.0% |
| 3025 | UPTICK PARTNERS#3025 · 5,260 sh | 5,260 | $299.7K | 0.05% | +3.9% |
| 3026 | Traub Capital Management#3026 · 5,259 sh | 5,259 | $299.7K | 0.27% | 0.0% |
| 3027 | Gainplan#3027 · 5,254 sh | 5,254 | $299.4K | — | +1.9% |
| 3028 | PURSUIT WEALTH STRATEGIES#3028 · 5,251 sh | 5,251 | $299.2K | 0.39% | +20.0% |
| 3029 | VestGen Investment Management#3029 · 5,251 sh | 5,251 | $299.2K | 0.16% | +1.5% |
| 3030 | Solutions 4 Wealth, Ltd#3030 · 5,244 sh | 5,244 | $298.8K | 0.39% | +0.1% |
| 3031 | Syntegra Private Wealth Group#3031 · 5,238 sh | 5,238 | $298.5K | — | +2.7% |
| 3032 | Meridian Financial Partners#3032 · 4,822 sh | 4,822 | $297.0K | — | +2.6% |
| 3033 | Godfrey Financial Associates#3033 · 5,163 sh | 5,163 | $296.9K | 0.23% | 0.0% |
| 3034 | Mendel Money Management#3034 · 5,205 sh | 5,205 | $296.6K | 0.11% | -24.7% |
| 3035 | Goepper Burkhardt#3035 · 5,201 sh | 5,201 | $296.4K | 0.09% | +0.1% |
| 3036 | Acorn Wealth Advisors#3036 · 5,200 sh | 5,200 | $296.3K | — | +0.3% |
| 3037 | Mraz, Amerine & Associates#3037 · 5,161 sh | 5,161 | $294.1K | 0.04% | 0.0% |
| 3038 | AMERIFLEX GROUP#3038 · 5,160 sh | 5,160 | $294.0K | 0.12% | +47.2% |
| 3039 | Meridian Financial Advisors#3039 · 5,151 sh | 5,151 | $293.5K | — | 0.0% |
| 3040 | Round Rock Advisors#3040 · 5,149 sh | 5,149 | $293.4K | 0.04% | -2.1% |
| 3041 | MOUNTAIN PACIFIC INVESTMENT ADVISERS#3041 · 5,143 sh | 5,143 | $293.0K | 0.05% | 0.0% |
| 3042 | StoryOne#3042 · 5,143 sh | 5,143 | $293.0K | — | New |
| 3043 | First National Advisers#3043 · 5,139 sh | 5,139 | $292.8K | 0.04% | New |
| 3044 | LifeWealth Investments#3044 · 5,138 sh | 5,138 | $292.8K | — | +7.0% |
| 3045 | JUNCTURE WEALTH STRATEGIES#3045 · 5,129 sh | 5,129 | $292.3K | — | 0.0% |
| 3046 | PLANNING ALTERNATIVES LTD#3046 · 5,121 sh | 5,121 | $291.8K | 0.03% | +22.0% |
| 3047 | Advus Financial Partners#3047 · 5,118 sh | 5,118 | $291.6K | — | New |
| 3048 | GERBER#3048 · 5,114 sh | 5,114 | $291.4K | — | +1.6% |
| 3049 | Fearless Solutions, dba Best Invest#3049 · 5,112 sh | 5,112 | $291.3K | — | -0.4% |
| 3050 | Hofer & Associates.#3050 · 5,109 sh | 5,109 | $291.1K | — | -1.8% |
| 3051 | MONTCHANIN ASSET MANAGEMENT#3051 · 5,100 sh | 5,100 | $291.0K | 0.30% | 0.0% |
| 3052 | Trueblood Wealth Management#3052 · 5,100 sh | 5,100 | $290.6K | — | -4.5% |
| 3053 | PVG ASSET MANAGEMENT#3053 · 5,093 sh | 5,093 | $290.2K | — | 0.0% |
| 3054 | COLLECTIVE FAMILY OFFICE#3054 · 5,091 sh | 5,091 | $290.1K | — | -2.0% |
| 3055 | BXM Wealth#3055 · 5,090 sh | 5,090 | $290.0K | 0.16% | New |
| 3056 | Palisades Hudson Asset Management, L.P.#3056 · 5,098 sh | 5,098 | $290.0K | 0.10% | 0.0% |
| 3057 | Marotta Asset Management#3057 · 4,950 sh | 4,950 | $288.9K | — | +1.1% |
| 3058 | MEYER HANDELMAN#3058 · 5,065 sh | 5,065 | $288.6K | <0.01% | 0.0% |
| 3059 | Prasad Wealth Partners#3059 · 5,061 sh | 5,061 | $288.4K | 0.07% | +7.6% |
| 3060 | Applied Capital#3060 · 5,060 sh | 5,060 | $288.3K | — | +4.1% |
| 3061 | BKM Wealth Management#3061 · 5,054 sh | 5,054 | $288.0K | — | -5.9% |
| 3062 | Truepoint#3062 · 5,050 sh | 5,050 | $287.8K | <0.01% | +11.8% |
| 3063 | Manske Wealth Management#3063 · 5,050 sh | 5,050 | $287.7K | — | +2.8% |
| 3064 | Kozak & Associates#3064 · 4,930 sh | 4,930 | $287.7K | 0.05% | -4.6% |
| 3065 | James Hambro & Partners LLP#3065 · 5,051 sh | 5,051 | $287.7K | — | -5.7% |
| 3066 | LEIGH BALDWIN#3066 · 5,045 sh | 5,045 | $287.4K | 0.15% | -11.6% |
| 3067 | Strategies Wealth Advisors#3067 · 5,039 sh | 5,039 | $287.1K | 0.03% | -0.5% |
| 3068 | Fielder Capital Group#3068 · 5,023 sh | 5,023 | $286.2K | 0.06% | +2.0% |
| 3069 | Peak Asset Management#3069 · 5,020 sh | 5,020 | $286.0K | 0.04% | 0.0% |
| 3070 | CoreFirst Bank#3070 · 5,012 sh | 5,012 | $285.6K | 0.14% | 0.0% |
| 3071 | Spectrum Asset Management, (NB/CA)#3071 · 5,003 sh | 5,003 | $285.1K | — | 0.0% |
| 3072 | Harfst & Associates#3072 · 5,002 sh | 5,002 | $285.0K | — | 0.0% |
| 3073 | Private Wealth Group#3073 · 4,993 sh | 4,993 | $284.5K | — | New |
| 3074 | Plan A Wealth#3074 · 4,987 sh | 4,987 | $284.1K | — | -6.2% |
| 3075 | Texas Bank#3075 · 4,982 sh | 4,982 | $283.9K | 0.09% | -1.5% |
| 3076 | DecisionMap Wealth Management#3076 · 4,974 sh | 4,974 | $283.4K | 0.16% | New |
| 3077 | LFA - Lugano Financial Advisors SA#3077 · 4,971 sh | 4,971 | $283.2K | 0.17% | +8.8% |
| 3078 | LaSalle St. Investment Advisors#3078 · 4,962 sh | 4,962 | $282.7K | 0.03% | +4.7% |
| 3079 | Prosperity Planning#3079 · 4,956 sh | 4,956 | $282.4K | — | New |
| 3080 | Provenance Wealth Advisors#3080 · 4,953 sh | 4,953 | $282.2K | 0.03% | +12.6% |
| 3081 | Catalyst Investment Management#3081 · 4,947 sh | 4,947 | $281.9K | — | +21.0% |
| 3082 | KFA Private Wealth Group#3082 · 4,941 sh | 4,941 | $281.6K | — | -12.3% |
| 3083 | Everest Management#3083 · 4,935 sh | 4,935 | $281.2K | 0.10% | +2.6% |
| 3084 | Washington Advisors#3084 · 4,931 sh | 4,931 | $281.0K | — | -6.7% |
| 3085 | First Western Bank#3085 · 4,924 sh | 4,924 | $280.6K | 0.01% | +1.4% |
| 3086 | STEINBERGANNA WEALTH MANAGEMENT#3086 · 4,922 sh | 4,922 | $280.4K | — | +0.8% |
| 3087 | HILL ISLAND FINANCIAL#3087 · 4,915 sh | 4,915 | $280.0K | — | -0.1% |
| 3088 | Detalus Advisors#3088 · 4,912 sh | 4,912 | $279.9K | — | +0.1% |
| 3089 | Innovative Asset Advisors Group#3089 · 4,907 sh | 4,907 | $279.6K | 0.12% | -17.4% |
| 3090 | BSW Wealth Partners#3090 · 4,899 sh | 4,899 | $279.1K | 0.03% | -3.8% |
| 3091 | Total Clarity Wealth Management#3091 · 4,889 sh | 4,889 | $278.6K | — | +3.6% |
| 3092 | Roble, Belko & Company#3092 · 4,877 sh | 4,877 | $278.0K | 0.03% | 0.0% |
| 3093 | MN Wealth Advisors#3093 · 4,860 sh | 4,860 | $276.9K | — | +12.7% |
| 3094 | Lakeridge Wealth Management#3094 · 4,852 sh | 4,852 | $276.5K | 0.10% | +3.8% |
| 3095 | Sachetta#3095 · 4,851 sh | 4,851 | $276.4K | 0.13% | -36.1% |
| 3096 | 4WEALTH ADVISORS#3096 · 4,773 sh | 4,773 | $276.3K | — | +1.9% |
| 3097 | Goldenstone Wealth Management#3097 · 4,848 sh | 4,848 | $276.2K | 0.18% | -11.8% |
| 3098 | Campion Asset Management#3098 · 4,847 sh | 4,847 | $276.2K | 0.17% | +1.5% |
| 3099 | CORRADO ADVISORS#3099 · 4,846 sh | 4,846 | $276.1K | 0.13% | +16.4% |
| 3100 | CogentBlue Wealth Advisors#3100 · 4,839 sh | 4,839 | $275.7K | — | +2.7% |
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.