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Alliance Wealth Advisors (Pennsylvania)’s Bank of America BAC Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$771K Buy
13,533
+221
+2% +$11.8K 0.25% 63
2026
Q1 		$649K Sell
13,312
-1,036
-7% -$53.5K 0.28% 55
2025
Q4 		$789K Sell
14,348
-28
-0.2% -$1.48K 0.34% 49
2025
Q3 		$742K Buy
14,376
+69
+0.5% +$3.37K 0.33% 50
2025
Q2 		$677K Buy
14,307
+328
+2% +$13.8K 0.35% 49
2025
Q1 		$583K Sell
13,979
-325
-2% -$14.5K 0.33% 53
2024
Q4 		$629K Sell
14,304
-123
-0.9% -$5.41K 0.35% 58
2024
Q3 		$572K Sell
14,427
-1,267
-8% -$50.8K 0.33% 58
2024
Q2 		$624K Sell
15,694
-150
-0.9% -$5.75K 0.39% 53
2024
Q1 		$601K Sell
15,844
-652
-4% -$22.4K 0.38% 53
2023
Q4 		$555K Sell
16,496
-196
-1% -$5.71K 0.37% 53
2023
Q3 		$457K Sell
16,692
-117
-0.7% -$3.46K 0.33% 59
2023
Q2 		$482K Buy
16,809
+356
+2% +$10.2K 0.34% 60
2023
Q1 		$471K Buy
16,453
+1,125
+7% +$37.1K 0.35% 57
2022
Q4 		$508K Sell
15,328
-1,400
-8% -$48.2K 0.42% 51
2022
Q3 		$505K Buy
16,728
+67
+0.4% +$2.24K 0.47% 47
2022
Q2 		$519K Sell
16,661
-1,668
-9% -$60.1K 0.45% 51
2022
Q1 		$756K Sell
18,329
-54
-0.3% -$2.44K 0.63% 41
2021
Q4 		$818K Buy
18,383
+62
+0.3% +$2.82K 0.67% 37
2021
Q3 		$778K Buy
18,321
+54
+0.3% +$2.17K 0.69% 35
2021
Q2 		$753K Sell
18,267
-827
-4% -$33.9K 0.68% 39
2021
Q1 		$739K Sell
19,094
-1,000
-5% -$34.5K 0.73% 36
2020
Q4 		$609K Buy
+20,094
New +$539K 0.64% 42

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s BAC Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) increased its Bank of America (BAC) stake by 1.7% in Q2 2026, buying an estimated $11.8K and bringing the position to 13,533 shares worth $771K. The position accounts for 0.25% of the portfolio, ranked #63.

Alliance Wealth Advisors (Pennsylvania) first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. The position peaked at $818K in Q4 2021. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 13,533 shares of Bank of America worth $771K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) bought 221 Bank of America shares in Q2 2026, an estimated $11.8K.
  • Bank of America made up 0.25% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #63 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Bank of America position peaked at $818K in Q4 2021.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.