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4Wealth Advisors’s Bank of America BAC Stock Holding History

4Wealth Advisors’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 		$276K Buy
4,773
+87
+2% +$4.63K 0.21% 120
2026
Q1 		$221K Buy
4,686
+8
+0.2% +$413 0.19% 129
2025
Q4 		$257K Sell
4,678
-4
-0.1% -$211 0.22% 127
2025
Q3 		$242K Buy
4,682
+7
+0.1% +$341 0.22% 124
2025
Q2 		$221K Sell
4,675
-611
-12% -$25.7K 0.22% 120
2025
Q1 		$221K Sell
5,286
-132
-2% -$5.88K 0.24% 115
2024
Q4 		$238K Buy
+5,418
New +$238K 0.24% 128

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

4Wealth Advisors's BAC Position: Q2 2026 in Review

4Wealth Advisors increased its Bank of America (BAC) stake by 1.9% in Q2 2026, buying an estimated $4.63K and bringing the position to 4,773 shares worth $276K. The position accounts for 0.21% of the portfolio, ranked #120.

4Wealth Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • 4Wealth Advisors held 4,773 shares of Bank of America worth $276K as of Q2 2026.
  • 4Wealth Advisors bought 87 Bank of America shares in Q2 2026, an estimated $4.63K.
  • Bank of America made up 0.21% of 4Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • 4Wealth Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.