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

Accurate 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 		$3.23M Buy
54,107
+6,645
+14% +$353K 0.31% 69
2026
Q1 		$2.49M Buy
47,462
+1,125
+2% +$58.1K 0.3% 73
2025
Q4 		$2.59M Buy
46,337
+2,883
+7% +$152K 0.33% 60
2025
Q3 		$2.17M Buy
43,454
+4,723
+12% +$230K 0.29% 83
2025
Q2 		$1.82M Buy
38,731
+3,399
+10% +$143K 0.28% 91
2025
Q1 		$1.27M Buy
35,332
+4,422
+14% +$197K 0.24% 97
2024
Q4 		$1.4M Sell
30,910
-3,230
-9% -$142K 0.27% 93
2024
Q3 		$1.44M Buy
34,140
+641
+2% +$25.7K 0.29% 90
2024
Q2 		$1.4M Buy
33,499
+5,995
+22% +$230K 0.34% 79
2024
Q1 		$1.02M Sell
27,504
-748
-3% -$25.7K 0.3% 80
2023
Q4 		$937K Sell
28,252
-809
-3% -$23.6K 0.29% 80
2023
Q3 		$801K Buy
29,061
+668
+2% +$19.8K 0.25% 91
2023
Q2 		$828K Buy
28,393
+5,571
+24% +$159K 0.26% 87
2023
Q1 		$638K Buy
22,822
+3,428
+18% +$113K 0.22% 105
2022
Q4 		$662K Buy
19,394
+6,442
+50% +$222K 0.24% 85
2022
Q3 		$461K Sell
12,952
-680
-5% -$22.7K 0.19% 98
2022
Q2 		$429K Buy
13,632
+2,515
+23% +$90.5K 0.23% 88
2022
Q1 		$458K Sell
11,117
-12,984
-54% -$586K 0.21% 95
2021
Q4 		$1.42M Buy
24,101
+460
+2% +$21K 1.16% 12
2021
Q3 		$1.39M Buy
23,641
+15,079
+176% +$607K 1.21% 12
2021
Q2 		$353K Buy
+8,562
New +$351K 0.31% 82

Other funds holding BAC

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

Accurate Wealth Management increased its Bank of America (BAC) stake by 14% in Q2 2026, buying an estimated $353K and bringing the position to 54,107 shares worth $3.23M. The position accounts for 0.31% of the portfolio, ranked #69.

Accurate Wealth Management first reported a position in BAC in Q2 2021 and has held it in 21 quarters since. 1,310 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Accurate Wealth Management held 54,107 shares of Bank of America worth $3.23M as of Q2 2026.
  • Accurate Wealth Management bought 6,645 Bank of America shares in Q2 2026, an estimated $353K.
  • Bank of America made up 0.31% of Accurate Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Accurate Wealth Management first reported a position in Bank of America in Q2 2021 and has held it in 21 quarters since.
  • 1,310 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.