21 West Wealth Management’s Bank of America BAC Stock Holding History

21 West Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$213K	Buy	+3,731	New	+$198K	0.18%	64
2026 Q1	–	Sell	-3,731	Closed	-$205K	–	64
2025 Q4	$205K	Buy	+3,731	New	+$197K	0.19%	62

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

21 West Wealth Management's BAC Position: Q2 2026 in Review

21 West Wealth Management opened a new position in Bank of America (BAC) in Q2 2026: 3,731 shares worth $213K. The stake represents 0.18% of the portfolio and ranks #64 among its holdings. This is a return to the name: 21 West Wealth Management previously reported a position in BAC as recently as Q4 2025.

21 West Wealth Management first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. 739 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

21 West Wealth Management held 3,731 shares of Bank of America worth $213K as of Q2 2026.
Bank of America was a new 21 West Wealth Management position in Q2 2026.
Bank of America made up 0.18% of 21 West Wealth Management's portfolio in Q2 2026, its #64 holding.
21 West Wealth Management first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
739 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.