Alteri Wealth’s Bank of America BAC Stock Holding History

Alteri Wealth’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	$4.65M	Sell	81,580 -1,850	-2%	-$98.4K	1.28%	12
2026 Q1	$4.07M	Buy	83,430 +2,615	+3%	+$135K	1.32%	12
2025 Q4	$4.44M	Buy	80,815 +181	+0.2%	+$9.57K	1.44%	10
2025 Q3	$4.16M	Sell	80,634 -313	-0.4%	-$15.3K	1.43%	10
2025 Q2	$3.83M	Buy	80,947 +411	+0.5%	+$17.3K	1.49%	10
2025 Q1	$3.36M	Sell	80,536 -971	-1%	-$43.3K	1.48%	11
2024 Q4	$3.58M	Buy	+81,507	New	+$3.59M	0.99%	14

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Alteri Wealth's BAC Position: Q2 2026 in Review

Alteri Wealth reduced its Bank of America (BAC) stake by 2.2% in Q2 2026, selling an estimated $98.4K and leaving 81,580 shares worth $4.65M. The position accounts for 1.28% of the portfolio, ranked #12.

Alteri Wealth first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,540 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Alteri Wealth held 81,580 shares of Bank of America worth $4.65M as of Q2 2026.
Alteri Wealth sold 1,850 Bank of America shares in Q2 2026, an estimated $98.4K.
Bank of America made up 1.28% of Alteri Wealth's portfolio in Q2 2026, its #12 holding.
Alteri Wealth first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
1,540 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.