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

Activest 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 		$146K Sell
2,560
-9,931
-80% -$528K 0.03% 140
2026
Q1 		$609K Buy
12,491
+6,848
+121% +$353K 0.11% 81
2025
Q4 		$310K Sell
5,643
-7,429
-57% -$393K 0.06% 117
2025
Q3 		$674K Buy
13,072
+593
+5% +$28.9K 0.14% 66
2025
Q2 		$591K Sell
12,479
-21
-0.2% -$883 0.14% 60
2025
Q1 		$522K Buy
12,500
+667
+6% +$29.7K 0.14% 65
2024
Q4 		$520K Sell
11,833
-1,954
-14% -$86K 0.15% 61
2024
Q3 		$547K Sell
13,787
-94
-0.7% -$3.77K 0.17% 56
2024
Q2 		$552K Buy
13,881
+12,006
+640% +$460K 0.18% 53
2024
Q1 		$71.1K Buy
+1,875
New +$64.4K 0.03% 93
2023
Q4 		– Sell
-1,717
Closed -$47K – 335
2023
Q3 		$47K Buy
1,717
+7
+0.4% +$207 0.03% 94
2023
Q2 		$60.1K Sell
1,710
-85
-5% -$2.43K 0.04% 58
2023
Q1 		$54.4K Buy
+1,795
New +$59.3K 0.03% 81
2022
Q3 		– Sell
-955
Closed -$30K – 449
2022
Q2 		$30K Buy
955
+24
+3% +$864 0.02% 126
2022
Q1 		$38K Buy
931
+95
+11% +$4.29K 0.02% 117
2021
Q4 		$37K Sell
836
-1,231
-60% -$56.1K 0.02% 119
2021
Q3 		$88K Buy
2,067
+1,714
+486% +$69K 0.06% 92
2021
Q2 		$15K Sell
353
-510
-59% -$20.9K 0.01% 165
2021
Q1 		$34K Buy
+863
New +$29.8K 0.03% 121

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Activest Wealth Management reduced its Bank of America (BAC) stake by 80% in Q2 2026, selling an estimated $528K and leaving 2,560 shares worth $146K. The position accounts for 0.03% of the portfolio, ranked #140.

Activest Wealth Management first reported a position in BAC in Q1 2021 and has held it in 19 quarters since. The position peaked at $674K in Q3 2025. 1,359 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Activest Wealth Management held 2,560 shares of Bank of America worth $146K as of Q2 2026.
  • Activest Wealth Management sold 9,931 Bank of America shares in Q2 2026, an estimated $528K.
  • Bank of America made up 0.03% of Activest Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Activest Wealth Management first reported a position in Bank of America in Q1 2021 and has held it in 19 quarters since.
  • Activest Wealth Management's Bank of America position peaked at $674K in Q3 2025.
  • 1,359 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.