BANK OF AMERICA CORP /DE/ (BAC) — Institutional Holders, Q2 2026 (page 34)
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 3,301 to 3,400. 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 3,301–3,400 of 3,676
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3301 | WALLED LAKE PLANNING & WEALTH MANAGEMENT#3301 · 170 sh | 170 | $213.3K | 0.05% | 0.0% |
| 3302 | Capstone Wealth Management Group#3302 · 3,742 sh | 3,742 | $213.2K | — | — |
| 3303 | Tanager Wealth Management LLP#3303 · 3,742 sh | 3,742 | $213.2K | — | New |
| 3304 | 21 West Wealth Management#3304 · 3,731 sh | 3,731 | $212.6K | — | New |
| 3305 | Element Wealth#3305 · 3,722 sh | 3,722 | $212.1K | 0.08% | New |
| 3306 | Aureus Asset Management#3306 · 3,722 sh | 3,722 | $212.1K | 0.01% | New |
| 3307 | N.E.W. Advisory Services#3307 · 3,717 sh | 3,717 | $211.8K | 0.01% | -3.6% |
| 3308 | Ackerman Capital Advisors#3308 · 3,716 sh | 3,716 | $211.8K | 0.04% | New |
| 3309 | Core Wealth Advisors#3309 · 3,710 sh | 3,710 | $211.4K | 0.04% | New |
| 3310 | Essential Partners#3310 · 3,710 sh | 3,710 | $211.4K | — | -17.9% |
| 3311 | First County Bank#3311 · 3,708 sh | 3,708 | $211.3K | — | New |
| 3312 | INSIGHT 2811#3312 · 3,705 sh | 3,705 | $211.1K | 0.08% | New |
| 3313 | CABOT WEALTH MANAGEMENT#3313 · 3,696 sh | 3,696 | $210.6K | 0.02% | New |
| 3314 | Hara Capital#3314 · 3,694 sh | 3,694 | $210.5K | 0.11% | 0.0% |
| 3315 | Frontier Asset Management#3315 · 3,686 sh | 3,686 | $210.0K | 0.04% | New |
| 3316 | Chesley Taft & Associates#3316 · 3,682 sh | 3,682 | $209.8K | — | New |
| 3317 | South Shore Capital Advisors#3317 · 3,677 sh | 3,677 | $209.5K | — | New |
| 3318 | Worth Asset Management#3318 · 3,673 sh | 3,673 | $209.3K | — | New |
| 3319 | Tactive Advisors#3319 · 3,666 sh | 3,666 | $208.9K | — | New |
| 3320 | DiPaolo Financial Group#3320 · 3,661 sh | 3,661 | $208.6K | 0.14% | New |
| 3321 | Carmel Capital Partners#3321 · 3,660 sh | 3,660 | $208.5K | 0.07% | New |
| 3322 | FreeGulliver#3322 · 3,657 sh | 3,657 | $208.4K | 0.07% | New |
| 3323 | SFE Investment Counsel#3323 · 3,656 sh | 3,656 | $208.3K | 0.03% | New |
| 3324 | Buck Wealth Strategies#3324 · 3,650 sh | 3,650 | $208.0K | 0.02% | New |
| 3325 | Drake & Associates#3325 · 3,649 sh | 3,649 | $207.9K | 0.04% | New |
| 3326 | Chico Wealth RIA#3326 · 3,646 sh | 3,646 | $207.8K | 0.11% | New |
| 3327 | VESTIA PERSONAL WEALTH ADVISORS#3327 · 3,645 sh | 3,645 | $207.7K | — | New |
| 3328 | Banco BTG Pactual S.A.#3328 · 3,643 sh | 3,643 | $207.6K | 0.02% | New |
| 3329 | Emerald Advisors#3329 · 3,642 sh | 3,642 | $207.5K | — | New |
| 3330 | Lorne Steinberg Wealth Management#3330 · 3,641 sh | 3,641 | $207.5K | — | New |
| 3331 | First Financial Group#3331 · 3,625 sh | 3,625 | $206.6K | — | New |
| 3332 | WFA of San Diego#3332 · 3,223 sh | 3,223 | $206.6K | 0.17% | -11.0% |
| 3333 | Ruane, Cunniff & Goldfarb L.P.#3333 · 3,625 sh | 3,625 | $206.6K | <0.01% | New |
| 3334 | Yoder Wealth Management#3334 · 3,623 sh | 3,623 | $206.4K | — | New |
| 3335 | Fonville Wealth Management#3335 · 3,623 sh | 3,623 | $206.4K | 0.03% | -17.7% |
| 3336 | Rossby Financial, LCC#3336 · 3,349 sh | 3,349 | $206.4K | 0.04% | -53.1% |
| 3337 | GenWealth Group#3337 · 3,622 sh | 3,622 | $206.4K | — | New |
| 3338 | Creekside Partners#3338 · 3,621 sh | 3,621 | $206.3K | 0.07% | New |
| 3339 | MOKAN Wealth Management#3339 · 3,620 sh | 3,620 | $206.3K | 0.08% | New |
| 3340 | STAR Financial Bank#3340 · 3,619 sh | 3,619 | $206.2K | 0.08% | New |
| 3341 | Bill Few Associates#3341 · 3,610 sh | 3,610 | $205.7K | — | New |
| 3342 | Harvest Investment Services#3342 · 3,607 sh | 3,607 | $205.5K | 0.03% | New |
| 3343 | CLARK FINANCIAL SERVICES GROUP#3343 · 3,606 sh | 3,606 | $205.5K | — | New |
| 3344 | WEST MICHIGAN ADVISORS#3344 · 4,215 sh | 4,215 | $205.5K | 0.05% | 0.0% |
| 3345 | Three Magnolias Financial Advisors#3345 · 3,597 sh | 3,597 | $205.0K | — | -15.9% |
| 3346 | GGM Financials#3346 · 3,589 sh | 3,589 | $204.5K | 0.08% | +0.5% |
| 3347 | Capital Group Private Client Services#3347 · 3,587 sh | 3,587 | $204.4K | <0.01% | New |
| 3348 | Pinnacle Wealth Management Group#3348 · 3,584 sh | 3,584 | $204.2K | — | -14.3% |
| 3349 | Custos Family Office#3349 · 3,583 sh | 3,583 | $204.2K | 0.12% | -36.0% |
| 3350 | EADS & HEALD WEALTH MANAGEMENT#3350 · 3,581 sh | 3,581 | $204.0K | 0.10% | New |
| 3351 | Rubicon Advisors, GP#3351 · 3,578 sh | 3,578 | $203.9K | — | New |
| 3352 | Slocum, Gordon & LLP#3352 · 3,571 sh | 3,571 | $203.5K | — | New |
| 3353 | Brown Miller Wealth Management#3353 · 3,569 sh | 3,569 | $203.4K | 0.05% | New |
| 3354 | Riverwater Partners#3354 · 3,568 sh | 3,568 | $203.3K | 0.06% | New |
| 3355 | SPRENG CAPITAL MANAGEMENT#3355 · 3,560 sh | 3,560 | $202.8K | 0.07% | New |
| 3356 | Compton Financial Group#3356 · 3,559 sh | 3,559 | $202.8K | 0.04% | New |
| 3357 | Hoese & LLP#3357 · 3,559 sh | 3,559 | $202.8K | — | -10.7% |
| 3358 | Index Technologies Group#3358 · 3,549 sh | 3,549 | $202.2K | 0.16% | New |
| 3359 | ZEGA Investments#3359 · 3,549 sh | 3,549 | $202.2K | 0.02% | New |
| 3360 | FFT WEALTH MANAGEMENT#3360 · 3,543 sh | 3,543 | $201.9K | 0.03% | New |
| 3361 | Hutchens & Kramer Investment Management Group#3361 · 3,541 sh | 3,541 | $201.8K | — | New |
| 3362 | Towerpoint Wealth#3362 · 3,527 sh | 3,527 | $201.0K | — | New |
| 3363 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT#3363 · 3,525 sh | 3,525 | $200.9K | <0.01% | New |
| 3364 | ARGUS INVESTORS' COUNSEL#3364 · 3,522 sh | 3,522 | $200.7K | — | New |
| 3365 | Cravens & Advisors#3365 · 3,519 sh | 3,519 | $200.5K | — | New |
| 3366 | GRANDFIELD & DODD#3366 · 3,518 sh | 3,518 | $200.5K | 0.01% | New |
| 3367 | Moment Partners#3367 · 3,518 sh | 3,518 | $200.5K | 0.04% | New |
| 3368 | WELLINGTON-ALTUS USA#3368 · 5,397 sh | 5,397 | $199.9K | 0.14% | +8.2% |
| 3369 | Burnham#3369 · 3,500 sh | 3,500 | $199.4K | 0.16% | — |
| 3370 | YANKCOM Partnership#3370 · 3,498 sh | 3,498 | $199.3K | — | -0.1% |
| 3371 | True Wealth Design#3371 · 3,421 sh | 3,421 | $194.9K | — | +13.1% |
| 3372 | CBIZ Investment Advisory Services#3372 · 3,991 sh | 3,991 | $194.6K | <0.01% | 0.0% |
| 3373 | Game Plan Financial Advisors#3373 · 3,405 sh | 3,405 | $194.0K | 0.07% | -0.2% |
| 3374 | Cornerstone Planning Group#3374 · 3,143 sh | 3,143 | $193.6K | — | -1.5% |
| 3375 | SECURITY NATIONAL BANK OF SO DAK#3375 · 3,348 sh | 3,348 | $190.8K | 0.09% | New |
| 3376 | Redwood Park Advisors#3376 · 3,302 sh | 3,302 | $188.2K | 0.12% | +0.4% |
| 3377 | Hilton Head Capital Partners#3377 · 3,260 sh | 3,260 | $185.7K | — | -7.5% |
| 3378 | Bogart Wealth#3378 · 3,228 sh | 3,228 | $183.9K | <0.01% | +15.2% |
| 3379 | ATLAS CAPITAL ADVISORS#3379 · 3,188 sh | 3,188 | $181.7K | 0.02% | +1721.7% |
| 3380 | PlanVest Financial#3380 · 3,178 sh | 3,178 | $181.1K | 0.12% | +0.3% |
| 3381 | Wilkerson Advisory Group#3381 · 3,116 sh | 3,116 | $177.6K | — | -7.6% |
| 3382 | Halbert, Hargrove/Russell#3382 · 3,097 sh | 3,097 | $176.4K | — | +3.2% |
| 3383 | Beaird Harris Wealth Management#3383 · 3,082 sh | 3,082 | $175.6K | 0.01% | +36.2% |
| 3384 | Markowski Investments#3384 · 3,067 sh | 3,067 | $174.8K | 0.04% | — |
| 3385 | TFC Financial Management#3385 · 3,059 sh | 3,059 | $174.3K | — | +6.1% |
| 3386 | Dougherty Wealth Advisers#3386 · 3,055 sh | 3,055 | $174.1K | 0.10% | 0.0% |
| 3387 | Addison Advisors#3387 · 3,009 sh | 3,009 | $171.5K | 0.08% | -84.8% |
| 3388 | OGOREK ANTHONY JOSEPH /NY#3388 · 3,466 sh | 3,466 | $170.0K | 0.04% | -11.6% |
| 3389 | Imprint Wealth#3389 · 2,932 sh | 2,932 | $167.1K | 0.68% | 0.0% |
| 3390 | Centerpoint Advisors#3390 · 2,901 sh | 2,901 | $165.0K | 0.05% | +7.4% |
| 3391 | GODSEY & GIBB#3391 · 2,891 sh | 2,891 | $164.7K | — | 0.0% |
| 3392 | CONSULTIVA WEALTH MANAGEMENT#3392 · 2,850 sh | 2,850 | $162.4K | 0.37% | 0.0% |
| 3393 | Darwin Wealth Management#3393 · 2,289 sh | 2,289 | $161.6K | 0.04% | +5.3% |
| 3394 | S&T BANK#3394 · 2,819 sh | 2,819 | $160.6K | 0.05% | +18.6% |
| 3395 | Catalyst Capital Advisors#3395 · 2,806 sh | 2,806 | $159.9K | <0.01% | -26.2% |
| 3396 | Plante Moran Financial Advisors#3396 · 2,769 sh | 2,769 | $157.8K | <0.01% | +0.8% |
| 3397 | MB, LEVIS & ASSOCIATES#3397 · 2,752 sh | 2,752 | $156.8K | — | +0.4% |
| 3398 | Roxbury Financial#3398 · 2,695 sh | 2,695 | $153.6K | — | +45.4% |
| 3399 | BankPlus Department#3399 · 2,620 sh | 2,620 | $149.3K | 0.03% | 0.0% |
| 3400 | TrustBank#3400 · 2,603 sh | 2,603 | $148.3K | — | -17.0% |
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.