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Advantage Trust Company’s Bank of America BAC Stock Holding History

Advantage Trust Company’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 		$128K Buy
2,250
+1,125
+100% +$59.8K 0.05% 74
2026
Q1 		$54.8K Hold
1,125
– – 0.02% 74
2025
Q4 		$61.9K Sell
1,125
-1,125
-50% -$59.5K 0.03% 72
2025
Q3 		$116K Hold
2,250
– – 0.05% 79
2025
Q2 		$106K Buy
2,250
+1,125
+100% +$47.3K 0.05% 85
2025
Q1 		$46.9K Hold
1,125
– – 0.03% 104
2024
Q4 		$49.4K Sell
1,125
-1,125
-50% -$49.5K 0.03% 106
2024
Q3 		$89.3K Hold
2,250
– – 0.06% 74
2024
Q2 		$89.5K Hold
2,250
– – 0.06% 78
2024
Q1 		$85.3K Hold
2,250
– – 0.06% 78
2023
Q4 		$75.8K Buy
+2,250
New +$65.5K 0.06% 90

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

Advantage Trust Company's BAC Position: Q2 2026 in Review

Advantage Trust Company increased its Bank of America (BAC) stake by 100% in Q2 2026, buying an estimated $59.8K and bringing the position to 2,250 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #74.

Advantage Trust Company first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 1,188 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Advantage Trust Company held 2,250 shares of Bank of America worth $128K as of Q2 2026.
  • Advantage Trust Company bought 1,125 Bank of America shares in Q2 2026, an estimated $59.8K.
  • Bank of America made up 0.05% of Advantage Trust Company's portfolio in Q2 2026, its #74 holding.
  • Advantage Trust Company first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.