Atria Wealth Solutions’s Bank of America BAC Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$4.79M	Sell	100,666 -166,921	-62%	-$7.02M	0.11%	217
2025 Q1	$11.2M	Sell	267,587 -54,272	-17%	-$2.42M	0.13%	163
2024 Q4	$14.1M	Sell	321,859 -2,884	-0.9%	-$127K	0.15%	141
2024 Q3	$12.9M	Sell	324,743 -19,253	-6%	-$772K	0.14%	160
2024 Q2	$13.7M	Sell	343,996 -14,676	-4%	-$562K	0.15%	142
2024 Q1	$13.7M	Buy	358,672 +11,238	+3%	+$386K	0.15%	144
2023 Q4	$11.7M	Sell	347,434 -13,989	-4%	-$407K	0.15%	150
2023 Q3	$9.9M	Sell	361,423 -24,404	-6%	-$722K	0.14%	159
2023 Q2	$11.1M	Sell	385,827 -26,278	-6%	-$750K	0.15%	140
2023 Q1	$11.8M	Sell	412,105 -8,305	-2%	-$274K	0.17%	129
2022 Q4	$13.9M	Buy	420,410 +26,765	+7%	+$922K	0.22%	102
2022 Q3	$11.9M	Sell	393,645 -17,451	-4%	-$583K	0.21%	106
2022 Q2	$13.4M	Buy	411,096 +88,425	+27%	+$3.18M	0.25%	89
2022 Q1	$13.3M	Buy	+322,671	New	+$14.6M	0.22%	97

Other funds holding BAC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's BAC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Bank of America (BAC) stake by 62% in Q2 2025, selling an estimated $7.02M and leaving 100,666 shares worth $4.79M. The position accounts for 0.11% of the portfolio, ranked #217.

Atria Wealth Solutions first reported a position in BAC in Q1 2022 and has held it in 14 quarters since. The position peaked at $14.1M in Q4 2024. 3,320 funds tracked by Wall St. Rank hold BAC as of Q2 2025.

Atria Wealth Solutions held 100,666 shares of Bank of America worth $4.79M as of Q2 2025.
Atria Wealth Solutions sold 166,921 Bank of America shares in Q2 2025, an estimated $7.02M.
Bank of America made up 0.11% of Atria Wealth Solutions's portfolio in Q2 2025, its #217 holding.
Atria Wealth Solutions first reported a position in Bank of America in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Bank of America position peaked at $14.1M in Q4 2024.
3,320 funds tracked by Wall St. Rank held Bank of America as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.