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Amplius Wealth Advisors’s Bank of America BAC Stock Holding History

Amplius Wealth Advisors’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 		$476K Buy
8,358
+59
+0.7% +$3.14K 0.03% 131
2026
Q1 		$405K Buy
8,299
+140
+2% +$7.22K 0.03% 122
2025
Q4 		$449K Buy
8,159
+30
+0.4% +$1.59K 0.04% 113
2025
Q3 		$419K Sell
8,129
-3,178
-28% -$155K 0.04% 124
2025
Q2 		$535K Sell
11,307
-111
-1% -$4.67K 0.05% 112
2025
Q1 		$476K Buy
11,418
+251
+2% +$11.2K 0.05% 114
2024
Q4 		$491K Buy
11,167
+395
+4% +$17.4K 0.05% 105
2024
Q3 		$427K Hold
10,772
– – 0.05% 108
2024
Q2 		$428K Sell
10,772
-281
-3% -$10.8K 0.05% 105
2024
Q1 		$419K Sell
11,053
-3,048
-22% -$105K 0.05% 109
2023
Q4 		$475K Buy
14,101
+424
+3% +$12.3K 0.06% 97
2023
Q3 		$374K Buy
13,677
+51
+0.4% +$1.51K 0.05% 109
2023
Q2 		$391K Sell
13,626
-1,772
-12% -$50.6K 0.05% 111
2023
Q1 		$440K Sell
15,398
-11
-0.1% -$363 0.06% 107
2022
Q4 		$510K Buy
15,409
+835
+6% +$28.8K 0.08% 86
2022
Q3 		$440K Buy
+14,574
New +$487K 0.08% 95
2022
Q2 		– Sell
-7,132
Closed -$293K – 177
2022
Q1 		$293K Buy
7,132
+84
+1% +$3.79K 0.05% 132
2021
Q4 		$313K Buy
+7,048
New +$321K 0.04% 150

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
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

Amplius Wealth Advisors's BAC Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Bank of America (BAC) stake by 0.71% in Q2 2026, buying an estimated $3.14K and bringing the position to 8,358 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #131.

Amplius Wealth Advisors first reported a position in BAC in Q4 2021 and has held it in 18 quarters since. The position peaked at $535K in Q2 2025. 1,094 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Amplius Wealth Advisors held 8,358 shares of Bank of America worth $476K as of Q2 2026.
  • Amplius Wealth Advisors bought 59 Bank of America shares in Q2 2026, an estimated $3.14K.
  • Bank of America made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • Amplius Wealth Advisors first reported a position in Bank of America in Q4 2021 and has held it in 18 quarters since.
  • Amplius Wealth Advisors's Bank of America position peaked at $535K in Q2 2025.
  • 1,094 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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