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Athena Wealth Management’s Bank of America BAC Stock Holding History

Athena Wealth Management’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 		$1.58M Buy
27,764
+1,301
+5% +$69.2K 1.18% 13
2026
Q1 		$1.29M Buy
26,463
+9,499
+56% +$490K 1.06% 20
2025
Q4 		$933K Buy
+16,964
New +$897K 0.91% 17

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
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

Athena Wealth Management's BAC Position: Q2 2026 in Review

Athena Wealth Management increased its Bank of America (BAC) stake by 4.9% in Q2 2026, buying an estimated $69.2K and bringing the position to 27,764 shares worth $1.58M. The position accounts for 1.18% of the portfolio, ranked #13.

Athena Wealth Management first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 934 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Athena Wealth Management held 27,764 shares of Bank of America worth $1.58M as of Q2 2026.
  • Athena Wealth Management bought 1,301 Bank of America shares in Q2 2026, an estimated $69.2K.
  • Bank of America made up 1.18% of Athena Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Athena Wealth Management first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 934 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.