BANK OF AMERICA CORP /DE/ (BAC) — Institutional Holders, Q2 2026 (page 35)
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 3,401 to 3,500. 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 3,401–3,500 of 3,676
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3401 | Murphy & Mullick Capital Management#3401 · 2,576 sh | 2,576 | $146.8K | 0.09% | +17.9% |
| 3402 | CDKV#3402 · 2,575 sh | 2,575 | $146.7K | 0.11% | -2.8% |
| 3403 | Activest Wealth Management#3403 · 2,560 sh | 2,560 | $145.9K | — | -79.5% |
| 3404 | Sherman Asset Management#3404 · 2,546 sh | 2,546 | $145.1K | 0.11% | 0.0% |
| 3405 | IMG Wealth Management#3405 · 2,518 sh | 2,518 | $143.5K | — | +21.8% |
| 3406 | Avion Wealth#3406 · 2,516 sh | 2,516 | $143.0K | 0.03% | +11.0% |
| 3407 | Newbridge Financial Services Group#3407 · 2,508 sh | 2,508 | $142.9K | — | +24.1% |
| 3408 | PALLADIEM#3408 · 2,500 sh | 2,500 | $142.4K | 0.14% | -39.9% |
| 3409 | Ares Financial Consulting#3409 · 2,452 sh | 2,452 | $139.7K | — | +2.6% |
| 3410 | Breakwater Investment Management#3410 · 2,407 sh | 2,407 | $137.2K | — | +0.5% |
| 3411 | ADKINS SEALE CAPITAL MANAGEMENT#3411 · 2,400 sh | 2,400 | $136.8K | 0.12% | 0.0% |
| 3412 | James T. Borello RIA#3412 · 2,381 sh | 2,381 | $135.7K | — | +61.6% |
| 3413 | Global Asset Management#3413 · 2,369 sh | 2,369 | $135.0K | — | 0.0% |
| 3414 | Canton Hathaway#3414 · 2,300 sh | 2,300 | $131.1K | — | -28.3% |
| 3415 | Synergy Investment Management#3415 · 2,188 sh | 2,188 | $130.6K | 0.03% | +102.6% |
| 3416 | Kemnay Advisory Services#3416 · 2,292 sh | 2,292 | $130.6K | 0.02% | +7.0% |
| 3417 | Corsicana#3417 · 2,271 sh | 2,271 | $129.4K | 0.06% | -6.2% |
| 3418 | Advantage#3418 · 2,250 sh | 2,250 | $128.2K | — | +100.0% |
| 3419 | Basepoint Wealth#3419 · 2,225 sh | 2,225 | $126.8K | 0.07% | +15.5% |
| 3420 | Parallax Volatility Advisers, L.P.#3420 · 2,173 sh | 2,173 | $123.8K | <0.01% | +3780.4% |
| 3421 | KERR FINANCIAL PLANNING#3421 · 2,170 sh | 2,170 | $123.6K | 0.14% | -3.2% |
| 3422 | CNB Bank#3422 · 1,906 sh | 1,906 | $123.0K | 0.05% | -4.0% |
| 3423 | Banque de Luxembourg S.A.#3423 · 2,149 sh | 2,149 | $122.5K | — | +80.9% |
| 3424 | Bell Investment Advisors#3424 · 2,139 sh | 2,139 | $121.9K | 0.02% | +12.8% |
| 3425 | Financial Network Wealth Advisors#3425 · 2,104 sh | 2,104 | $119.9K | 0.12% | +9.1% |
| 3426 | Signature Resources Capital Management#3426 · 2,095 sh | 2,095 | $119.4K | — | +1.1% |
| 3427 | 1 NORTH WEALTH SERVICES#3427 · 2,089 sh | 2,089 | $119.0K | 0.04% | 0.0% |
| 3428 | DiNuzzo Private Wealth#3428 · 2,081 sh | 2,081 | $118.6K | — | 0.0% |
| 3429 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#3429 · 2,077 sh | 2,077 | $118.3K | 0.05% | New |
| 3430 | First Pacific Financial#3430 · 2,073 sh | 2,073 | $118.1K | — | -15.2% |
| 3431 | Tacita Capital#3431 · 2,073 sh | 2,073 | $118.1K | 0.06% | 0.0% |
| 3432 | Truvestments Capital#3432 · 2,070 sh | 2,070 | $117.9K | 0.02% | -7.7% |
| 3433 | Virtus Fixed Income Advisers#3433 · 94 sh | 94 | $117.9K | 0.07% | New |
| 3434 | Fedenia Advisers#3434 · 2,038 sh | 2,038 | $116.1K | — | New |
| 3435 | Wellington Shields#3435 · 2,027 sh | 2,027 | $115.5K | 0.03% | +17.4% |
| 3436 | Sava Infond d.o.o.#3436 · 2,000 sh | 2,000 | $114.0K | <0.01% | New |
| 3437 | CAPITAL MANAGEMENT ASSOCIATES#3437 · 2,000 sh | 2,000 | $114.0K | 0.15% | 0.0% |
| 3438 | Gunpowder Capital Management, dba Oliver Wealth Management#3438 · 1,985 sh | 1,985 | $113.1K | 0.08% | +0.1% |
| 3439 | ROWLANDMILLER & PARTNERS.ADV#3439 · 1,985 sh | 1,985 | $113.1K | 0.02% | -5.1% |
| 3440 | HIGHLINE WEALTH PARTNERS#3440 · 1,953 sh | 1,953 | $111.3K | — | +75.5% |
| 3441 | SOUTHERN MICHIGAN BANK &#3441 · 1,931 sh | 1,931 | $110.0K | — | 0.0% |
| 3442 | Daytona Street Capital#3442 · 1,817 sh | 1,817 | $108.6K | — | 0.0% |
| 3443 | POM Investment Strategies#3443 · 1,893 sh | 1,893 | $107.9K | — | -72.2% |
| 3444 | DHJJ Financial Advisors, Ltd.#3444 · 1,888 sh | 1,888 | $107.6K | — | 0.0% |
| 3445 | Sankala Group#3445 · 1,673 sh | 1,673 | $107.3K | 0.07% | +1.1% |
| 3446 | Valued Wealth Advisors#3446 · 1,878 sh | 1,878 | $107.0K | 0.04% | +27.7% |
| 3447 | Dogwood Wealth Management#3447 · 1,862 sh | 1,862 | $106.1K | 0.04% | +27.0% |
| 3448 | Triumph Capital Management#3448 · 1,856 sh | 1,856 | $105.7K | — | +25.2% |
| 3449 | Bay Harbor Wealth Management#3449 · 1,851 sh | 1,851 | $105.5K | 0.02% | +172.2% |
| 3450 | Bravera Wealth#3450 · 1,842 sh | 1,842 | $105.0K | 0.04% | -8.6% |
| 3451 | TD Capital Management#3451 · 1,837 sh | 1,837 | $104.6K | <0.01% | +0.3% |
| 3452 | Winch Advisory Services#3452 · 1,829 sh | 1,829 | $104.2K | 0.02% | +5.6% |
| 3453 | Trust Co#3453 · 1,788 sh | 1,788 | $101.9K | — | -9.8% |
| 3454 | JPL Wealth Management#3454 · 1,780 sh | 1,780 | $101.4K | 0.02% | +2.4% |
| 3455 | Founders Capital Management#3455 · 1,731 sh | 1,731 | $98.6K | — | 0.0% |
| 3456 | Manitou Investment Management Ltd.#3456 · 1,725 sh | 1,725 | $98.3K | — | 0.0% |
| 3457 | Montgomery Financial Services#3457 · 1,717 sh | 1,717 | $97.8K | 0.09% | — |
| 3458 | PITTENGER & ANDERSON#3458 · 1,676 sh | 1,676 | $95.5K | <0.01% | 0.0% |
| 3459 | BIRCHBROOK#3459 · 1,671 sh | 1,671 | $95.2K | — | +0.1% |
| 3460 | Prudent Man Investment Management#3460 · 1,685 sh | 1,685 | $92.7K | 0.03% | 0.0% |
| 3461 | United Financial Planning Group#3461 · 1,607 sh | 1,607 | $91.6K | 0.05% | 0.0% |
| 3462 | Hurley Capital#3462 · 1,606 sh | 1,606 | $91.5K | 0.05% | +0.1% |
| 3463 | Smallwood Wealth Investment Management#3463 · 1,592 sh | 1,592 | $90.7K | 0.04% | -15.9% |
| 3464 | THURSTON, SPRINGER, MILLER, HERD & TITAK#3464 · 1,939 sh | 1,939 | $89.2K | — | +49.2% |
| 3465 | Morse Asset Management#3465 · 1,558 sh | 1,558 | $88.8K | 0.01% | -94.0% |
| 3466 | Joseph Group Capital Management#3466 · 1,554 sh | 1,554 | $88.5K | 0.02% | +128.2% |
| 3467 | ENTRUST FINANCIAL#3467 · 1,549 sh | 1,549 | $88.3K | 0.06% | 0.0% |
| 3468 | Signature Equity Partners#3468 · 1,543 sh | 1,543 | $87.9K | 0.04% | -1.8% |
| 3469 | E Fund Management (Hong Kong) , Ltd.#3469 · 1,530 sh | 1,530 | $87.2K | 0.03% | +131.8% |
| 3470 | Beacon Financial Strategies#3470 · 1,519 sh | 1,519 | $86.5K | — | 0.0% |
| 3471 | SUMMIT SECURITIES GROUP#3471 · 1,514 sh | 1,514 | $86.3K | <0.01% | +38.8% |
| 3472 | VALLEY WEALTH MANAGERS#3472 · 1,508 sh | 1,508 | $85.9K | — | 0.0% |
| 3473 | Birchwood Financial Partners#3473 · 1,495 sh | 1,495 | $85.2K | 0.07% | 0.0% |
| 3474 | Cedar Mountain Advisors#3474 · 1,483 sh | 1,483 | $84.5K | — | +3.9% |
| 3475 | OAKMONT#3475 · 1,455 sh | 1,455 | $82.9K | 0.02% | 0.0% |
| 3476 | Rialto Wealth Management#3476 · 1,454 sh | 1,454 | $82.8K | 0.02% | +54.7% |
| 3477 | Moisand Fitzgerald Tamayo#3477 · 1,431 sh | 1,431 | $81.6K | — | +0.1% |
| 3478 | Covestor Ltd#3478 · 1,421 sh | 1,421 | $81.0K | 0.05% | -18.1% |
| 3479 | LOOMIS SAYLES & L P#3479 · 1,412 sh | 1,412 | $80.4K | <0.01% | +64.2% |
| 3480 | Quest 10 Wealth Builders#3480 · 1,405 sh | 1,405 | $80.1K | 0.06% | +0.6% |
| 3481 | Peck Wealth Management#3481 · 1,400 sh | 1,400 | $79.8K | 0.07% | 0.0% |
| 3482 | Olistico Wealth#3482 · 1,393 sh | 1,393 | $79.3K | — | 0.0% |
| 3483 | Swisher Financial Concepts#3483 · 1,385 sh | 1,385 | $78.9K | 0.05% | -71.0% |
| 3484 | Bare Financial Services#3484 · 1,380 sh | 1,380 | $78.6K | 0.02% | +34.4% |
| 3485 | Kilter Group#3485 · 1,370 sh | 1,370 | $78.1K | 0.03% | +3.8% |
| 3486 | Miller Global Investments#3486 · 1,339 sh | 1,339 | $76.3K | — | +30.8% |
| 3487 | BROADWATER CAPITAL MANAGEMENT#3487 · 1,332 sh | 1,332 | $75.9K | 0.06% | 0.0% |
| 3488 | Purpose Unlimited#3488 · 1,298 sh | 1,298 | $74.0K | <0.01% | -3.3% |
| 3489 | 1015 Capital Partners#3489 · 1,265 sh | 1,265 | $72.1K | 0.06% | 0.0% |
| 3490 | Hughes Financial Services#3490 · 1,254 sh | 1,254 | $71.5K | <0.01% | +37.0% |
| 3491 | LOM Asset Management Ltd#3491 · 1,250 sh | 1,250 | $71.2K | 0.02% | 0.0% |
| 3492 | Phillip James Consulting#3492 · 1,231 sh | 1,231 | $70.1K | 0.05% | 0.0% |
| 3493 | MEEDER ASSET MANAGEMENT#3493 · 1,231 sh | 1,231 | $70.1K | <0.01% | +19.9% |
| 3494 | Mitsubishi UFJ Morgan Stanley Securities , Ltd.#3494 · 1,204 sh | 1,204 | $68.6K | 0.21% | -69.0% |
| 3495 | Cranbrook Wealth Management#3495 · 1,196 sh | 1,196 | $68.2K | 0.01% | 0.0% |
| 3496 | Davis Capital Management#3496 · 1,181 sh | 1,181 | $67.3K | — | +10.1% |
| 3497 | Measured Wealth Private Client Group#3497 · 1,161 sh | 1,161 | $66.2K | 0.02% | 0.0% |
| 3498 | PROATHLETE WEALTH MANAGEMENT#3498 · 1,151 sh | 1,151 | $65.6K | — | 0.0% |
| 3499 | Kroeger Financial Partners#3499 · 1,145 sh | 1,145 | $65.2K | — | — |
| 3500 | MCGUIRE CAPITAL ADVISORS#3500 · 1,122 sh | 1,122 | $63.9K | 0.03% | -12.9% |
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.