Altus Wealth Group’s Bank of America BAC Stock Holding History

Altus Wealth Group’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	$696K	Sell	12,207 -75	-0.6%	-$3.99K	0.25%	73
2026 Q1	$599K	Sell	12,282 -30	-0.2%	-$1.55K	0.25%	74
2025 Q4	$677K	Sell	12,312 -20	-0.2%	-$1.06K	0.27%	69
2025 Q3	$636K	Sell	12,332 -13	-0.1%	-$634	0.26%	73
2025 Q2	$584K	Sell	12,345 -21	-0.2%	-$883	0.26%	76
2025 Q1	$516K	Buy	12,366 +301	+2%	+$13.4K	0.24%	76
2024 Q4	$530K	Buy	12,065 +147	+1%	+$6.47K	0.23%	86
2024 Q3	$473K	Buy	11,918 +212	+2%	+$8.5K	0.2%	90
2024 Q2	$466K	Buy	11,706 +170	+1%	+$6.51K	0.23%	87
2024 Q1	$437K	Sell	11,536 -340	-3%	-$11.7K	0.22%	90
2023 Q4	$400K	Buy	+11,876	New	+$346K	0.22%	94
2021 Q1	–	Sell	-3,054	Closed	-$93K	–	213
2020 Q4	$93K	Buy	+3,054	New	+$81.9K	0.09%	141

Other funds holding BAC

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Altus Wealth Group's BAC Position: Q2 2026 in Review

Altus Wealth Group reduced its Bank of America (BAC) stake by 0.61% in Q2 2026, selling an estimated $3.99K and leaving 12,207 shares worth $696K. The position accounts for 0.25% of the portfolio, ranked #73.

Altus Wealth Group first reported a position in BAC in Q4 2020 and has held it in 12 quarters since. 1,529 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Altus Wealth Group held 12,207 shares of Bank of America worth $696K as of Q2 2026.
Altus Wealth Group sold 75 Bank of America shares in Q2 2026, an estimated $3.99K.
Bank of America made up 0.25% of Altus Wealth Group's portfolio in Q2 2026, its #73 holding.
Altus Wealth Group first reported a position in Bank of America in Q4 2020 and has held it in 12 quarters since.
1,529 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.