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Aurora Private Wealth’s Bank of America BAC Stock Holding History

Aurora Private Wealth’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 		$1.26M Sell
22,179
-3,316
-13% -$176K 0.8% 33
2026
Q1 		$1.4M Sell
25,495
-982
-4% -$50.7K 1% 25
2025
Q4 		$1.46M Buy
+26,477
New +$1.4M 0.96% 30
2025
Q2 		$1.42M Sell
29,932
-1,041
-3% -$43.8K 1.05% 22
2025
Q1 		$1.29M Buy
30,973
+93
+0.3% +$4.14K 1.03% 24
2024
Q4 		$1.36M Sell
30,880
-271
-0.9% -$11.9K 1.02% 24
2024
Q3 		$1.24M Sell
31,151
-2,311
-7% -$92.6K 0.97% 25
2024
Q2 		$1.33M Buy
33,462
+195
+0.6% +$7.47K 1.17% 21
2024
Q1 		$1.25M Buy
33,267
+162
+0.5% +$5.56K 1.08% 24
2023
Q4 		$1.11M Sell
33,105
-271
-0.8% -$7.89K 1.05% 21
2023
Q3 		$914K Buy
33,376
+1,041
+3% +$30.8K 1.01% 26
2023
Q2 		$928K Sell
32,335
-129
-0.4% -$3.68K 1.06% 24
2023
Q1 		$928K Buy
32,464
+85
+0.3% +$2.81K 0.99% 28
2022
Q4 		$1.07M Buy
32,379
+191
+0.6% +$6.58K 1.23% 21
2022
Q3 		$972K Hold
32,188
– – 0.45% 38
2022
Q2 		$1M Sell
32,188
-5,720
-15% -$206K 0.45% 41
2022
Q1 		$1.56M Buy
37,908
+141
+0.4% +$6.36K 0.64% 27
2021
Q4 		$1.68M Buy
37,767
+205
+0.5% +$9.34K 0.73% 23
2021
Q3 		$1.59M Sell
37,562
-28,160
-43% -$1.13M 0.65% 27
2021
Q2 		$2.71M Sell
65,722
-120
-0.2% -$4.92K 1.09% 17
2021
Q1 		$2.55M Sell
65,842
-9,578
-13% -$331K 1.06% 15
2020
Q4 		$2.29M Sell
75,420
-1,902
-2% -$51K 0.97% 17
2020
Q3 		$1.86M Buy
77,322
+5,214
+7% +$130K 0.8% 20
2020
Q2 		$1.71M Sell
72,108
-52,154
-42% -$1.23M 0.79% 21
2020
Q1 		$2.64M Buy
124,262
+73,781
+146% +$2.21M 0.93% 18
2019
Q4 		$1.78M Buy
+50,481
New +$1.63M 0.63% 27

Other funds holding BAC

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aurora Private Wealth's BAC Position: Q2 2026 in Review

Aurora Private Wealth reduced its Bank of America (BAC) stake by 13% in Q2 2026, selling an estimated $176K and leaving 22,179 shares worth $1.26M. The position accounts for 0.8% of the portfolio, ranked #33.

Aurora Private Wealth first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.71M in Q2 2021. 1,374 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Aurora Private Wealth held 22,179 shares of Bank of America worth $1.26M as of Q2 2026.
  • Aurora Private Wealth sold 3,316 Bank of America shares in Q2 2026, an estimated $176K.
  • Bank of America made up 0.8% of Aurora Private Wealth's portfolio in Q2 2026, its #33 holding.
  • Aurora Private Wealth first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
  • Aurora Private Wealth's Bank of America position peaked at $2.71M in Q2 2021.
  • 1,374 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.