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Accel Wealth Management’s Bank of America BAC Stock Holding History

Accel 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 		$1.05M Sell
18,391
-878
-5% -$46.7K 0.24% 96
2026
Q1 		$939K Buy
19,269
+1,254
+7% +$64.7K 0.25% 101
2025
Q4 		$991K Buy
18,015
+2,648
+17% +$140K 0.27% 93
2025
Q3 		$793K Sell
15,367
-786
-5% -$38.3K 0.23% 100
2025
Q2 		$764K Sell
16,153
-141
-0.9% -$5.93K 0.26% 91
2025
Q1 		$680K Sell
16,294
-767
-4% -$34.2K 0.25% 95
2024
Q4 		$750K Sell
17,061
-1,093
-6% -$48.1K 0.28% 88
2024
Q3 		$720K Sell
18,154
-458
-2% -$18.4K 0.27% 90
2024
Q2 		$740K Sell
18,612
-523
-3% -$20K 0.3% 86
2024
Q1 		$726K Sell
19,135
-38
-0.2% -$1.3K 0.31% 81
2023
Q4 		$646K Buy
19,173
+55
+0.3% +$1.6K 0.32% 77
2023
Q3 		$523K Sell
19,118
-940
-5% -$27.8K 0.29% 88
2023
Q2 		$575K Buy
20,058
+85
+0.4% +$2.43K 0.32% 79
2023
Q1 		$571K Sell
19,973
-1,004
-5% -$33.1K 0.23% 97
2022
Q4 		$695K Buy
20,977
+529
+3% +$18.2K 0.33% 65
2022
Q3 		$662K Sell
20,448
-110
-0.5% -$3.68K 0.35% 67
2022
Q2 		$663K Buy
20,558
+156
+0.8% +$5.62K 0.38% 63
2022
Q1 		$834K Sell
20,402
-26
-0.1% -$1.17K 0.43% 57
2021
Q4 		$909K Buy
20,428
+621
+3% +$28.3K 0.45% 54
2021
Q3 		$841K Buy
19,807
+324
+2% +$13.1K 0.54% 48
2021
Q2 		$803K Buy
19,483
+69
+0.4% +$2.83K 0.53% 45
2021
Q1 		$751K Buy
19,414
+273
+1% +$9.42K 0.61% 38
2020
Q4 		$580K Buy
+19,141
New +$513K 0.54% 41

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Accel Wealth Management's BAC Position: Q2 2026 in Review

Accel Wealth Management reduced its Bank of America (BAC) stake by 4.6% in Q2 2026, selling an estimated $46.7K and leaving 18,391 shares worth $1.05M. The position accounts for 0.24% of the portfolio, ranked #96.

Accel Wealth Management first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Accel Wealth Management held 18,391 shares of Bank of America worth $1.05M as of Q2 2026.
  • Accel Wealth Management sold 878 Bank of America shares in Q2 2026, an estimated $46.7K.
  • Bank of America made up 0.24% of Accel Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Accel Wealth Management first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.