BANK OF AMERICA CORP /DE/ (BAC) — Institutional Holders, Q2 2026 (page 32)
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 3,101 to 3,200. 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 3,101–3,200 of 3,676
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3101 | CASCADE INVESTMENT GROUP#3101 · 4,839 sh | 4,839 | $275.7K | — | 0.0% |
| 3102 | AXS Investments#3102 · 4,837 sh | 4,837 | $275.6K | 0.08% | -16.0% |
| 3103 | FIRST COMMONWEALTH FINANCIAL#3103 · 4,837 sh | 4,837 | $275.6K | 0.04% | -3.0% |
| 3104 | Flagstone Financial Management#3104 · 4,836 sh | 4,836 | $275.5K | 0.06% | 0.0% |
| 3105 | Nicholson Wealth Management Group#3105 · 4,832 sh | 4,832 | $275.3K | 0.16% | 0.0% |
| 3106 | Parkwoods Wealth Partners#3106 · 4,831 sh | 4,831 | $275.3K | 0.04% | New |
| 3107 | Cornell Pochily Investment Advisors#3107 · 4,831 sh | 4,831 | $275.3K | — | +0.1% |
| 3108 | King Wealth Management Group#3108 · 4,832 sh | 4,832 | $275.0K | 0.03% | +12.7% |
| 3109 | Lionshead Wealth Management#3109 · 4,821 sh | 4,821 | $274.7K | — | -3.0% |
| 3110 | RAM Investment Partners#3110 · 4,810 sh | 4,810 | $274.1K | — | +2.5% |
| 3111 | WP Advisors#3111 · 4,796 sh | 4,796 | $273.3K | — | +0.5% |
| 3112 | Ballast Financial Advisors#3112 · 4,784 sh | 4,784 | $272.6K | — | 0.0% |
| 3113 | WEST CHESTER CAPITAL ADVISORS#3113 · 4,776 sh | 4,776 | $272.1K | — | 0.0% |
| 3114 | Cairn Investment Group#3114 · 4,768 sh | 4,768 | $272.0K | 0.12% | 0.0% |
| 3115 | Annandale Capital#3115 · 4,780 sh | 4,780 | $272.0K | 0.04% | 0.0% |
| 3116 | SAGE PRIVATE WEALTH GROUP#3116 · 4,760 sh | 4,760 | $271.2K | — | +0.8% |
| 3117 | Canal Capital Management#3117 · 4,758 sh | 4,758 | $271.1K | 0.03% | +7.2% |
| 3118 | CWS Financial Advisors#3118 · 4,755 sh | 4,755 | $270.9K | — | +0.6% |
| 3119 | COTTONWOOD CAPITAL ADVISORS#3119 · 4,751 sh | 4,751 | $270.7K | — | +0.3% |
| 3120 | FINANCIAL CONSULATE#3120 · 4,741 sh | 4,741 | $270.2K | — | +4.0% |
| 3121 | Kelly Financial Services#3121 · 4,737 sh | 4,737 | $269.9K | — | -0.3% |
| 3122 | Birchcreek Wealth Management#3122 · 4,737 sh | 4,737 | $269.9K | 0.11% | +11.4% |
| 3123 | Pettee Investors#3123 · 4,721 sh | 4,721 | $269.0K | 0.13% | 0.0% |
| 3124 | Security Financial Services#3124 · 4,720 sh | 4,720 | $268.9K | 0.04% | +8.5% |
| 3125 | AMG Asset Management Group#3125 · 4,716 sh | 4,716 | $268.7K | — | +5.0% |
| 3126 | V. M. MANNING#3126 · 4,712 sh | 4,712 | $268.5K | 0.23% | — |
| 3127 | Braun-Bostich & Associates#3127 · 4,704 sh | 4,704 | $268.0K | — | New |
| 3128 | Accelerate Investment Advisors#3128 · 4,691 sh | 4,691 | $267.3K | 0.15% | -0.4% |
| 3129 | Financial Plan#3129 · 213 sh | 213 | $267.2K | 0.03% | 0.0% |
| 3130 | Scarborough Advisors#3130 · 4,770 sh | 4,770 | $267.2K | — | -0.2% |
| 3131 | 1492 Capital Management#3131 · 4,669 sh | 4,669 | $266.0K | 0.08% | -3.8% |
| 3132 | Claret Asset Management#3132 · 4,660 sh | 4,660 | $266.0K | 0.03% | -0.3% |
| 3133 | Crescent Grove Advisors#3133 · 212 sh | 212 | $266.0K | — | 0.0% |
| 3134 | 5T Wealth#3134 · 4,661 sh | 4,661 | $265.6K | 0.10% | 0.0% |
| 3135 | ERn Financial#3135 · 4,656 sh | 4,656 | $265.3K | 0.04% | 0.0% |
| 3136 | Heritage Investment Group#3136 · 4,655 sh | 4,655 | $265.2K | 0.04% | +0.1% |
| 3137 | Farmers National Bank#3137 · 4,654 sh | 4,654 | $265.2K | 0.06% | -7.9% |
| 3138 | ATLas Financial Planning#3138 · 4,645 sh | 4,645 | $264.7K | 0.21% | 0.0% |
| 3139 | Uniting Wealth Partners#3139 · 4,645 sh | 4,645 | $264.7K | 0.05% | -2.9% |
| 3140 | Phocas Financial#3140 · 4,640 sh | 4,640 | $264.4K | 0.04% | 0.0% |
| 3141 | Millstone Evans Group#3141 · 4,614 sh | 4,614 | $262.9K | 0.14% | -64.9% |
| 3142 | Fi3 FINANCIAL ADVISORS#3142 · 2,436 sh | 2,436 | $262.8K | 0.06% | -81.6% |
| 3143 | Blue Capital#3143 · 4,593 sh | 4,593 | $261.7K | — | -86.8% |
| 3144 | OKABENA INVESTMENT SERVICES#3144 · 4,591 sh | 4,591 | $261.6K | 0.05% | -13.8% |
| 3145 | MATRIX PRIVATE CAPITAL GROUP#3145 · 4,589 sh | 4,589 | $261.5K | 0.11% | 0.0% |
| 3146 | Panoramic Capital Partners#3146 · 4,574 sh | 4,574 | $260.6K | 0.12% | -2.5% |
| 3147 | FIDELITY D & D BANCORP#3147 · 4,566 sh | 4,566 | $260.2K | 0.09% | New |
| 3148 | PFG Private Wealth Management#3148 · 4,556 sh | 4,556 | $259.6K | — | +7.5% |
| 3149 | Global Strategic Investment Solutions#3149 · 4,547 sh | 4,547 | $259.1K | — | +3.4% |
| 3150 | Caitong International Asset Management , Ltd#3150 · 4,534 sh | 4,534 | $258.3K | 0.04% | New |
| 3151 | Purus Wealth Management#3151 · 4,531 sh | 4,531 | $258.2K | — | -8.8% |
| 3152 | Collar Capital Management#3152 · 4,530 sh | 4,530 | $258.1K | 0.15% | 0.0% |
| 3153 | Acorns Advisers#3153 · 4,529 sh | 4,529 | $258.0K | <0.01% | -4.2% |
| 3154 | Disciplined Investments#3154 · 4,525 sh | 4,525 | $257.9K | 0.08% | 0.0% |
| 3155 | Round Hill Asset Management#3155 · 4,524 sh | 4,524 | $257.8K | 0.16% | -9.0% |
| 3156 | Kondo Wealth Advisors#3156 · 4,523 sh | 4,523 | $257.8K | — | -36.5% |
| 3157 | Fortis Capital Management#3157 · 4,523 sh | 4,523 | $257.7K | 0.03% | New |
| 3158 | Compass Ion Advisors#3158 · 4,519 sh | 4,519 | $257.5K | — | -3.7% |
| 3159 | Peak Retirement Planning#3159 · 4,508 sh | 4,508 | $256.9K | 0.04% | New |
| 3160 | Barnes Wealth Management Group#3160 · 4,504 sh | 4,504 | $256.6K | 0.12% | New |
| 3161 | MONETARY MANAGEMENT GROUP#3161 · 4,500 sh | 4,500 | $256.4K | 0.05% | -13.5% |
| 3162 | Innovative Wealth Building#3162 · 4,488 sh | 4,488 | $255.7K | — | -6.0% |
| 3163 | Sightline Wealth Advisors#3163 · 4,472 sh | 4,472 | $254.8K | — | +3.2% |
| 3164 | Bensler#3164 · 4,472 sh | 4,472 | $254.8K | 0.02% | -5.2% |
| 3165 | MontVue Capital Management#3165 · 4,449 sh | 4,449 | $253.5K | — | +0.6% |
| 3166 | Riverview Capital Advisers#3166 · 4,445 sh | 4,445 | $253.3K | 0.07% | +0.5% |
| 3167 | ECLECTIC ASSOCIATES#3167 · 4,434 sh | 4,434 | $252.7K | — | -8.3% |
| 3168 | Spectrum Investment Advisors#3168 · 4,430 sh | 4,430 | $252.4K | 0.10% | New |
| 3169 | Madson Wealth Advisors#3169 · 4,429 sh | 4,429 | $252.4K | — | New |
| 3170 | NORTHLAND SECURITIES#3170 · 4,425 sh | 4,425 | $252.1K | 0.15% | 0.0% |
| 3171 | DUMONT & BLAKE INVESTMENT ADVISORS#3171 · 4,421 sh | 4,421 | $251.9K | 0.06% | -7.0% |
| 3172 | Monte Financial Group#3172 · 4,064 sh | 4,064 | $251.8K | 0.08% | New |
| 3173 | Wealth Advisory Solutions#3173 · 4,412 sh | 4,412 | $251.4K | — | -5.8% |
| 3174 | Holland Advisory Services#3174 · 4,411 sh | 4,411 | $251.3K | — | +0.1% |
| 3175 | Plotkin Financial Advisors#3175 · 4,410 sh | 4,410 | $251.3K | 0.10% | 0.0% |
| 3176 | Congress Park Capital#3176 · 4,395 sh | 4,395 | $250.4K | — | 0.0% |
| 3177 | Norway Savings Bank#3177 · 4,393 sh | 4,393 | $250.3K | — | 0.0% |
| 3178 | Pine Harbor Wealth Management#3178 · 4,389 sh | 4,389 | $250.1K | 0.07% | +0.9% |
| 3179 | ELCO Management#3179 · 4,387 sh | 4,387 | $250.0K | — | -32.0% |
| 3180 | Wagner Wealth Management#3180 · 4,384 sh | 4,384 | $249.8K | — | +2.6% |
| 3181 | Collaborative Fund Advisors#3181 · 4,382 sh | 4,382 | $249.7K | 0.15% | New |
| 3182 | Hanson & Doremus Investment Management#3182 · 4,376 sh | 4,376 | $249.0K | — | -4.1% |
| 3183 | Smith & Howard Wealth Management#3183 · 4,369 sh | 4,369 | $248.9K | 0.05% | 0.0% |
| 3184 | Mission Hills Financial Advisory#3184 · 4,366 sh | 4,366 | $248.8K | 0.11% | New |
| 3185 | Burk#3185 · 4,365 sh | 4,365 | $248.7K | 0.09% | 0.0% |
| 3186 | Taylor Financial Group#3186 · 4,363 sh | 4,363 | $248.6K | 0.14% | 0.0% |
| 3187 | Baring Financial#3187 · 4,362 sh | 4,362 | $248.6K | — | +2.8% |
| 3188 | JSF Financial#3188 · 4,362 sh | 4,362 | $248.6K | — | -3.2% |
| 3189 | Summit Wealth Group#3189 · 4,359 sh | 4,359 | $248.4K | 0.05% | -2.6% |
| 3190 | Requisite Capital Management#3190 · 4,349 sh | 4,349 | $247.8K | 0.04% | -0.2% |
| 3191 | Thayer Partners, / MA#3191 · 4,343 sh | 4,343 | $247.4K | 0.10% | New |
| 3192 | Mullaney, Keating & Wright#3192 · 4,340 sh | 4,340 | $247.3K | — | 0.0% |
| 3193 | PATRIOT INVESTMENT MANAGEMENT GROUP#3193 · 4,337 sh | 4,337 | $247.1K | — | 0.0% |
| 3194 | SATOVSKY ASSET MANAGEMENT#3194 · 4,336 sh | 4,336 | $247.1K | 0.04% | New |
| 3195 | SageGuard Financial Group#3195 · 4,332 sh | 4,332 | $246.8K | 0.03% | +3.0% |
| 3196 | Allegiance Financial Group Advisory Services#3196 · 4,331 sh | 4,331 | $246.8K | 0.04% | -4.2% |
| 3197 | Ducere Wealth Management#3197 · 4,329 sh | 4,329 | $246.7K | 0.07% | New |
| 3198 | Center for Financial Planning#3198 · 4,222 sh | 4,222 | $246.6K | — | -9.0% |
| 3199 | Twelve Points Wealth Management#3199 · 4,326 sh | 4,326 | $246.5K | 0.05% | -2.0% |
| 3200 | Meriwether Wealth & Planning#3200 · 4,319 sh | 4,319 | $246.1K | — | -1.3% |
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.