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ARS Wealth Advisors Group’s Bank of America BAC Stock Holding History

ARS Wealth Advisors 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 		$9.47M Buy
166,144
+2,585
+2% +$137K 0.74% 35
2026
Q1 		$7.97M Buy
163,559
+4,788
+3% +$247K 0.67% 38
2025
Q4 		$8.73M Sell
158,771
-1,548
-1% -$81.8K 0.79% 34
2025
Q3 		$8.27M Buy
160,319
+597
+0.4% +$29.1K 0.82% 36
2025
Q2 		$7.56M Buy
+159,722
New +$6.72M 0.87% 32
2024
Q4 		– Sell
-162,988
Closed -$6.47M – 172
2024
Q3 		$6.47M Buy
162,988
+512
+0.3% +$20.5K 0.79% 33
2024
Q2 		$6.46M Sell
162,476
-4,092
-2% -$157K 0.84% 31
2024
Q1 		$6.32M Sell
166,568
-13,792
-8% -$473K 0.85% 32
2023
Q4 		$6.07M Sell
180,360
-30,314
-14% -$883K 0.9% 36
2023
Q3 		$5.77M Buy
210,674
+11,244
+6% +$333K 0.95% 40
2023
Q2 		$5.72M Buy
+199,430
New +$5.69M 0.91% 40
2023
Q1 		– Sell
-190,052
Closed -$6.29M – 132
2022
Q4 		$6.29M Buy
190,052
+2,677
+1% +$92.2K 1.04% 36
2022
Q3 		$5.66M Buy
187,375
+27,371
+17% +$915K 0.86% 44
2022
Q2 		$4.98M Buy
160,004
+140,462
+719% +$5.06M 0.68% 51
2022
Q1 		$806K Buy
19,542
+10
+0.1% +$451 0.14% 61
2021
Q4 		$869K Sell
19,532
-438
-2% -$20K 0.15% 60
2021
Q3 		$848K Buy
+19,970
New +$804K 0.15% 58

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ARS Wealth Advisors Group's BAC Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Bank of America (BAC) stake by 1.6% in Q2 2026, buying an estimated $137K and bringing the position to 166,144 shares worth $9.47M. The position accounts for 0.74% of the portfolio, ranked #35.

ARS Wealth Advisors Group first reported a position in BAC in Q3 2021 and has held it in 17 quarters since. 1,428 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • ARS Wealth Advisors Group held 166,144 shares of Bank of America worth $9.47M as of Q2 2026.
  • ARS Wealth Advisors Group bought 2,585 Bank of America shares in Q2 2026, an estimated $137K.
  • Bank of America made up 0.74% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #35 holding.
  • ARS Wealth Advisors Group first reported a position in Bank of America in Q3 2021 and has held it in 17 quarters since.
  • 1,428 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.