B. Riley Wealth Advisors’s Bank of America BAC Stock Holding History

B. Riley Wealth Advisors’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	$5.2M	Buy	89,919 +485	+0.5%	+$25.8K	0.28%	85
2026 Q1	$4.22M	Sell	89,434 -16,921	-16%	-$873K	0.27%	88
2025 Q4	$5.85M	Sell	106,355 -5,102	-5%	-$270K	0.27%	80
2025 Q3	$5.75M	Sell	111,457 -7,806	-7%	-$381K	0.27%	79
2025 Q2	$5.64M	Buy	+119,263	New	+$5.02M	0.26%	79
2024 Q4	$7.93M	Sell	180,373 -21,150	-10%	-$931K	0.26%	84
2024 Q3	$7.96M	Sell	201,523 -26,645	-12%	-$1.07M	0.22%	99
2024 Q2	$9.07M	Sell	228,168 -28,747	-11%	-$1.1M	0.23%	88
2024 Q1	$7.03M	Buy	256,915 +22,342	+10%	+$767K	0.19%	118
2023 Q4	$7.9M	Sell	234,573 -22,342	-9%	-$650K	0.21%	104
2023 Q3	$7.03M	Sell	256,915 -816,656	-76%	-$24.2M	0.19%	118
2023 Q2	$30.8M	Buy	1,073,571 +794,280	+284%	+$22.7M	0.69%	17
2023 Q1	$7.99M	Buy	279,291 +36,232	+15%	+$1.2M	0.21%	103
2022 Q4	$8.05M	Buy	243,059 +21,616	+10%	+$745K	0.23%	96
2022 Q3	$6.69M	Buy	221,443 +35,107	+19%	+$1.17M	0.2%	104
2022 Q2	$5.8M	Sell	186,336 -19,256	-9%	-$693K	0.24%	92
2022 Q1	$8.47M	Buy	205,592 +11,706	+6%	+$528K	0.28%	74
2021 Q4	$8.63M	Buy	193,886 +8,001	+4%	+$364K	0.25%	85
2021 Q3	$7.89M	Buy	185,885 +2,292	+1%	+$92.3K	0.25%	81
2021 Q2	$7.57M	Buy	183,593 +24,407	+15%	+$1M	0.25%	85
2021 Q1	$6.16M	Buy	159,186 +15,351	+11%	+$530K	0.22%	104
2020 Q4	$4.36M	Sell	143,835 -48,500	-25%	-$1.3M	0.23%	99
2020 Q3	$4.63M	Sell	192,335 -7,742	-4%	-$193K	0.25%	96
2020 Q2	$4.75M	Buy	200,077 +9,835	+5%	+$232K	0.32%	80
2020 Q1	$4.04M	Buy	190,242 +51,070	+37%	+$1.53M	0.34%	67
2019 Q4	$4.9M	Buy	139,172 +24,251	+21%	+$784K	0.42%	52
2019 Q3	$3.35M	Buy	114,921 +3,730	+3%	+$107K	0.33%	65
2019 Q2	$3.23M	Buy	111,191 +7,092	+7%	+$205K	0.35%	58
2019 Q1	$2.87M	Buy	104,099 +4,279	+4%	+$121K	0.36%	55
2018 Q4	$2.46M	Sell	99,820 -23,532	-19%	-$638K	0.35%	59
2018 Q3	$3.63M	Sell	123,352 -1,630	-1%	-$49.6K	0.43%	55
2018 Q2	$3.52M	Sell	124,982 -3,125	-2%	-$93.2K	0.47%	50
2018 Q1	$3.84M	Buy	128,107 +4,118	+3%	+$129K	0.54%	37
2017 Q4	$3.66M	Buy	123,989 +3,944	+3%	+$109K	0.49%	46
2017 Q3	$3.04M	Buy	120,045 +769	+0.6%	+$18.7K	0.51%	44
2017 Q2	$2.89M	Buy	119,276 +3,239	+3%	+$75.5K	0.52%	46
2017 Q1	$2.74M	Buy	116,037 +4,192	+4%	+$99.5K	0.55%	44
2016 Q4	$2.47M	Sell	111,845 -10,797	-9%	-$208K	0.5%	48
2016 Q3	$1.92M	Sell	122,642 -6,724	-5%	-$100K	0.38%	57
2016 Q2	$1.72M	Sell	129,366 -4,210	-3%	-$59.1K	0.34%	59
2016 Q1	$1.81M	Buy	133,576 +40,863	+44%	+$552K	0.42%	57
2015 Q4	$1.56M	Sell	92,713 -71,108	-43%	-$1.2M	0.32%	80
2015 Q3	$2.55M	Buy	163,821 +58,774	+56%	+$989K	0.61%	28
2015 Q2	$1.79M	Sell	105,047 -17,034	-14%	-$281K	0.44%	46
2015 Q1	$1.88M	Buy	122,081 +33,240	+37%	+$534K	0.46%	45
2014 Q4	$22K	Buy	88,841 +2,794	+3%	+$47.8K	0.47%	27
2014 Q3	$1.43M	Sell	86,047 -66,231	-43%	-$1.05M	0.37%	57
2014 Q2	$1.21M	Buy	152,278 +77,192	+103%	+$1.2M	0.28%	66
2014 Q1	$1.29M	Sell	75,086 -3,635	-5%	-$61.1K	0.39%	51
2013 Q4	$1.23M	Buy	78,721 +6,704	+9%	+$99.4K	0.39%	53
2013 Q3	$994K	Sell	72,017 -2,973	-4%	-$42.4K	0.34%	64
2013 Q2	$964K	Buy	+74,990	New	+$956K	0.33%	63

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

AAIS

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

B. Riley Wealth Advisors's BAC Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Bank of America (BAC) stake by 0.54% in Q2 2026, buying an estimated $25.8K and bringing the position to 89,919 shares worth $5.2M. The position accounts for 0.28% of the portfolio, ranked #85.

B. Riley Wealth Advisors first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.8M in Q2 2023. 1,290 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

B. Riley Wealth Advisors held 89,919 shares of Bank of America worth $5.2M as of Q2 2026.
B. Riley Wealth Advisors bought 485 Bank of America shares in Q2 2026, an estimated $25.8K.
Bank of America made up 0.28% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #85 holding.
B. Riley Wealth Advisors first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
B. Riley Wealth Advisors's Bank of America position peaked at $30.8M in Q2 2023.
1,290 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.