BANK OF AMERICA CORP /DE/ (BAC) — Institutional Holders, Q2 2026 (page 33)
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 3,201 to 3,300. 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 3,201–3,300 of 3,676
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3201 | Financial Alternatives#3201 · 4,309 sh | 4,309 | $245.5K | 0.12% | 0.0% |
| 3202 | Brendel Financial Advisors#3202 · 4,291 sh | 4,291 | $244.5K | 0.11% | 0.0% |
| 3203 | Prossimo Advisors#3203 · 4,287 sh | 4,287 | $244.3K | 1.41% | -7.5% |
| 3204 | Shum Financial Group#3204 · 4,267 sh | 4,267 | $243.1K | — | New |
| 3205 | Bernardo Wealth Planning#3205 · 4,265 sh | 4,265 | $243.0K | — | New |
| 3206 | DE BURLO GROUP#3206 · 4,248 sh | 4,248 | $242.1K | 0.04% | 0.0% |
| 3207 | ODonnell Financial Services#3207 · 4,238 sh | 4,238 | $241.5K | 0.07% | New |
| 3208 | Gray Private Wealth#3208 · 4,230 sh | 4,230 | $241.0K | 0.10% | -1.4% |
| 3209 | Northstar Group#3209 · 4,215 sh | 4,215 | $240.1K | 0.03% | -7.4% |
| 3210 | BASSO CAPITAL MANAGEMENT, L.P.#3210 · 4,200 sh | 4,200 | $239.3K | 0.05% | New |
| 3211 | Rock Point Advisors#3211 · 4,193 sh | 4,193 | $238.9K | 0.06% | 0.0% |
| 3212 | Synergy Financial Group, LTD#3212 · 4,190 sh | 4,190 | $238.7K | 0.17% | +1.2% |
| 3213 | Intelligence Driven Advisers#3213 · 4,180 sh | 4,180 | $238.2K | — | New |
| 3214 | Cardinal Capital Management#3214 · 4,175 sh | 4,175 | $237.9K | — | -21.7% |
| 3215 | Eastover Investment Advisors#3215 · 4,170 sh | 4,170 | $237.6K | — | -6.7% |
| 3216 | Tidemark#3216 · 4,164 sh | 4,164 | $237.2K | 0.05% | +0.8% |
| 3217 | waypoint wealth counsel#3217 · 4,157 sh | 4,157 | $236.9K | — | -44.4% |
| 3218 | TSA Wealth Managment#3218 · 4,153 sh | 4,153 | $236.6K | — | 0.0% |
| 3219 | Hidden Cove Wealth Management#3219 · 4,137 sh | 4,137 | $235.7K | — | New |
| 3220 | Tripletail Wealth Management#3220 · 4,013 sh | 4,013 | $235.7K | 0.27% | 0.0% |
| 3221 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS#3221 · 4,136 sh | 4,136 | $235.7K | 0.04% | -3.1% |
| 3222 | Barry Investment Advisors#3222 · 4,135 sh | 4,135 | $235.6K | — | -3.2% |
| 3223 | Tortoise Investment Management#3223 · 4,134 sh | 4,134 | $235.6K | 0.02% | New |
| 3224 | MLG Wealth Management DBA Pine Grove Financial Group#3224 · 4,213 sh | 4,213 | $235.4K | — | -0.3% |
| 3225 | ZRC WEALTH MANAGEMENT#3225 · 4,129 sh | 4,129 | $235.3K | — | +12.2% |
| 3226 | Clearwater Capital Advisors#3226 · 4,122 sh | 4,122 | $234.9K | 0.02% | New |
| 3227 | ABSHER WEALTH MANAGEMENT#3227 · 4,110 sh | 4,110 | $234.2K | 0.03% | New |
| 3228 | VVR#3228 · 4,105 sh | 4,105 | $233.9K | — | New |
| 3229 | Highland Financial Advisors#3229 · 4,090 sh | 4,090 | $233.0K | — | -0.9% |
| 3230 | Navigate Wealth Management#3230 · 3,802 sh | 3,802 | $232.9K | — | 0.0% |
| 3231 | Joseph P. Lucia & Associates#3231 · 4,084 sh | 4,084 | $232.7K | 0.07% | New |
| 3232 | Advisory Advocates#3232 · 4,084 sh | 4,084 | $232.7K | 0.20% | New |
| 3233 | Split Creek DBA Split Creek Capital#3233 · 4,073 sh | 4,073 | $232.1K | 0.21% | -23.2% |
| 3234 | CADINHA#3234 · 4,062 sh | 4,062 | $231.5K | — | New |
| 3235 | A4 Wealth Advisors#3235 · 4,052 sh | 4,052 | $230.9K | — | -34.1% |
| 3236 | Innova Wealth Partners#3236 · 4,052 sh | 4,052 | $230.9K | — | New |
| 3237 | Fiduciary Wealth Partners#3237 · 4,052 sh | 4,052 | $230.9K | 0.13% | New |
| 3238 | Ridgewood Investments#3238 · 4,051 sh | 4,051 | $230.8K | — | -2.4% |
| 3239 | GOLDEN ROAD ADVISORS#3239 · 4,046 sh | 4,046 | $230.5K | 0.11% | New |
| 3240 | Elite Life Management#3240 · 3,635 sh | 3,635 | $229.9K | 0.27% | New |
| 3241 | Runnymede Capital Advisors#3241 · 4,019 sh | 4,019 | $229.0K | 0.14% | New |
| 3242 | Salomon & Ludwin#3242 · 3,923 sh | 3,923 | $228.9K | 0.02% | -16.8% |
| 3243 | FSA Advisors#3243 · 4,007 sh | 4,007 | $228.6K | 0.10% | -9.2% |
| 3244 | Financial Symmetry#3244 · 4,011 sh | 4,011 | $228.5K | — | New |
| 3245 | Kaydan Wealth Management#3245 · 4,005 sh | 4,005 | $228.2K | — | New |
| 3246 | Grey Fox Wealth Advisors#3246 · 3,992 sh | 3,992 | $227.4K | 0.04% | New |
| 3247 | ROBERTS GLORE#3247 · 3,990 sh | 3,990 | $227.3K | 0.06% | New |
| 3248 | CONTINENTAL INVESTORS SERVICES#3248 · 3,589 sh | 3,589 | $227.2K | 0.18% | New |
| 3249 | Value Investment Professionals#3249 · 3,985 sh | 3,985 | $227.1K | — | New |
| 3250 | A. D. Beadell Investment Counsel#3250 · 4,000 sh | 4,000 | $227.0K | — | New |
| 3251 | Granite Bay Wealth Management#3251 · 3,990 sh | 3,990 | $227.0K | 0.02% | New |
| 3252 | Schneider Downs Wealth Management Advisors#3252 · 3,982 sh | 3,982 | $226.9K | — | New |
| 3253 | Harbour & Investment Management#3253 · 3,982 sh | 3,982 | $226.9K | 0.02% | New |
| 3254 | Tenzing Financial#3254 · 3,785 sh | 3,785 | $226.7K | 0.16% | +0.6% |
| 3255 | XY Planning Network#3255 · 3,978 sh | 3,978 | $226.7K | — | New |
| 3256 | Foguth Wealth Management#3256 · 3,744 sh | 3,744 | $226.2K | — | -14.3% |
| 3257 | MCDANIEL TERRY#3257 · 3,965 sh | 3,965 | $225.9K | 0.02% | New |
| 3258 | Legacy#3258 · 3,962 sh | 3,962 | $225.8K | 0.04% | New |
| 3259 | AM INVESTMENT STRATEGIES#3259 · 3,941 sh | 3,941 | $225.0K | 0.04% | New |
| 3260 | City Center Advisors#3260 · 3,943 sh | 3,943 | $224.7K | — | New |
| 3261 | Quattro Advisors#3261 · 3,940 sh | 3,940 | $224.5K | 0.15% | New |
| 3262 | FMA Wealth Management#3262 · 3,932 sh | 3,932 | $224.0K | — | New |
| 3263 | WINSLOW ASSET MANAGEMENT#3263 · 3,930 sh | 3,930 | $224.0K | 0.04% | New |
| 3264 | MCRAE CAPITAL MANAGEMENT#3264 · 3,925 sh | 3,925 | $223.6K | — | New |
| 3265 | Chris Bulman#3265 · 3,905 sh | 3,905 | $222.5K | — | New |
| 3266 | ISTHMUS PARTNERS#3266 · 3,902 sh | 3,902 | $222.3K | — | New |
| 3267 | Cornerstone Financial Management#3267 · 3,901 sh | 3,901 | $222.3K | 0.18% | +8.5% |
| 3268 | Meixler Investment Management, Ltd.#3268 · 3,900 sh | 3,900 | $222.2K | 0.12% | New |
| 3269 | Telos Capital Management#3269 · 3,898 sh | 3,898 | $222.1K | 0.02% | New |
| 3270 | Warren Street Wealth Advisors#3270 · 3,877 sh | 3,877 | $220.9K | 0.05% | New |
| 3271 | Bright Futures Wealth Management#3271 · 176 sh | 176 | $220.8K | — | -96.2% |
| 3272 | Sunburst Financial Group#3272 · 3,874 sh | 3,874 | $220.7K | — | New |
| 3273 | Nicholson Meyer Capital Management#3273 · 3,867 sh | 3,867 | $220.3K | 0.15% | New |
| 3274 | Allied Private Wealth#3274 · 3,776 sh | 3,776 | $220.2K | 0.14% | — |
| 3275 | OLD SECOND NATIONAL BANK OF AURORA#3275 · 3,859 sh | 3,859 | $219.9K | — | 0.0% |
| 3276 | Investmark Advisory Group#3276 · 3,858 sh | 3,858 | $219.8K | 0.08% | New |
| 3277 | TICINO WEALTH#3277 · 3,850 sh | 3,850 | $219.4K | — | New |
| 3278 | CRUX WEALTH ADVISORS#3278 · 3,850 sh | 3,850 | $219.3K | 0.08% | New |
| 3279 | ENCOMPASS WEALTH ADVISORS#3279 · 3,847 sh | 3,847 | $219.2K | — | New |
| 3280 | Financial Planning Hawaii#3280 · 3,817 sh | 3,817 | $217.5K | — | New |
| 3281 | August Group Capital Ltd#3281 · 3,811 sh | 3,811 | $217.2K | — | New |
| 3282 | Legacy Wealth Partners#3282 · 3,807 sh | 3,807 | $216.9K | — | New |
| 3283 | CAMDEN NATIONAL BANK#3283 · 3,800 sh | 3,800 | $216.5K | 0.03% | New |
| 3284 | Royal Harbor Partners#3284 · 3,795 sh | 3,795 | $216.2K | 0.07% | New |
| 3285 | Prospect Financial Group#3285 · 3,789 sh | 3,789 | $215.9K | 0.17% | New |
| 3286 | OPTIMA CAPITAL#3286 · 3,787 sh | 3,787 | $215.8K | 0.09% | New |
| 3287 | Modus Advisors#3287 · 3,785 sh | 3,785 | $215.6K | 0.05% | New |
| 3288 | Renaissance Investment Group#3288 · 3,784 sh | 3,784 | $215.6K | 0.04% | New |
| 3289 | SRH ADVISORS#3289 · 2,731 sh | 2,731 | $215.5K | — | 0.0% |
| 3290 | ELLERSON GROUP#3290 · 3,780 sh | 3,780 | $215.4K | 0.13% | New |
| 3291 | Targeted Financial Services#3291 · 3,773 sh | 3,773 | $215.1K | — | New |
| 3292 | Verity Asset Management#3292 · 3,773 sh | 3,773 | $215.0K | 0.08% | New |
| 3293 | Elwood & Goetz Wealth Advisory Group#3293 · 3,773 sh | 3,773 | $215.0K | 0.03% | New |
| 3294 | Accretive Wealth Partners#3294 · 3,765 sh | 3,765 | $214.5K | 0.05% | New |
| 3295 | Trinity Legacy Partners#3295 · 3,486 sh | 3,486 | $214.4K | 0.04% | New |
| 3296 | Boltwood Capital Management#3296 · 3,760 sh | 3,760 | $214.2K | — | New |
| 3297 | Weil Company#3297 · 3,758 sh | 3,758 | $214.1K | — | New |
| 3298 | M. Kraus#3298 · 3,752 sh | 3,752 | $213.8K | — | New |
| 3299 | Spectrum Planning & Advisory Services#3299 · 3,749 sh | 3,749 | $213.6K | 0.10% | New |
| 3300 | Parkway Wealth Management Group#3300 · 3,744 sh | 3,744 | $213.3K | — | -10.0% |
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.