Atlantic Edge Private Wealth Management’s Bank of America BAC Stock Holding History

Atlantic Edge Private 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	$2.8M	Buy	49,092 +5,027	+11%	+$267K	0.57%	42
2026 Q1	$2.15M	Buy	44,065 +1,803	+4%	+$93K	0.53%	45
2025 Q4	$2.32M	Buy	42,262 +2,320	+6%	+$123K	0.58%	44
2025 Q3	$2.06M	Buy	39,942 +186	+0.5%	+$9.07K	0.53%	48
2025 Q2	$1.88M	Buy	39,756 +1,352	+4%	+$56.9K	0.52%	50
2025 Q1	$1.6M	Sell	38,404 -249	-0.6%	-$11.1K	0.49%	50
2024 Q4	$1.7M	Sell	38,653 -349	-0.9%	-$15.4K	0.53%	51
2024 Q3	$1.55M	Buy	39,002 +532	+1%	+$21.3K	0.47%	55
2024 Q2	$1.53M	Buy	38,470 +89	+0.2%	+$3.41K	0.51%	51
2024 Q1	$1.46M	Buy	38,381 +3,322	+9%	+$114K	0.5%	53
2023 Q4	$1.18M	Buy	+35,059	New	+$1.02M	0.48%	56

Other funds holding BAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Atlantic Edge Private Wealth Management's BAC Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Bank of America (BAC) stake by 11% in Q2 2026, buying an estimated $267K and bringing the position to 49,092 shares worth $2.8M. The position accounts for 0.57% of the portfolio, ranked #42.

Atlantic Edge Private Wealth Management first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 1,426 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Atlantic Edge Private Wealth Management held 49,092 shares of Bank of America worth $2.8M as of Q2 2026.
Atlantic Edge Private Wealth Management bought 5,027 Bank of America shares in Q2 2026, an estimated $267K.
Bank of America made up 0.57% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #42 holding.
Atlantic Edge Private Wealth Management first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
1,426 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.