AdviceOne Advisory Services’s Bank of America BAC Stock Holding History

AdviceOne Advisory Services’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	$398K	Buy	6,989 +5	+0.1%	+$266	0.23%	28
2026 Q1	$340K	Sell	6,984 -50	-0.7%	-$2.58K	0.21%	31
2025 Q4	$387K	Sell	7,034 -59	-0.8%	-$3.12K	0.23%	25
2025 Q3	$366K	Buy	7,093 +1	+0%	+$49	0.24%	24
2025 Q2	$336K	Buy	7,092 +198	+3%	+$8.33K	0.25%	21
2025 Q1	$288K	Buy	6,894 +32	+0.5%	+$1.43K	0.23%	22
2024 Q4	$302K	Buy	+6,862	New	+$302K	0.27%	18

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AdviceOne Advisory Services's BAC Position: Q2 2026 in Review

AdviceOne Advisory Services increased its Bank of America (BAC) stake by 0.07% in Q2 2026, buying an estimated $266 and bringing the position to 6,989 shares worth $398K. The position accounts for 0.23% of the portfolio, ranked #28.

AdviceOne Advisory Services first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

AdviceOne Advisory Services held 6,989 shares of Bank of America worth $398K as of Q2 2026.
AdviceOne Advisory Services bought 5 Bank of America shares in Q2 2026, an estimated $266.
Bank of America made up 0.23% of AdviceOne Advisory Services's portfolio in Q2 2026, its #28 holding.
AdviceOne Advisory Services first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.