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Barnes Wealth Management Group’s Bank of America BAC Stock Holding History

Barnes Wealth Management Group’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 		$257K Buy
+4,504
New +$240K 0.12% 159
2026
Q1 		– Sell
-3,845
Closed -$212K – 185
2025
Q4 		$212K Buy
+3,845
New +$203K 0.11% 171

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

Barnes Wealth Management Group's BAC Position: Q2 2026 in Review

Barnes Wealth Management Group opened a new position in Bank of America (BAC) in Q2 2026: 4,504 shares worth $257K. The stake represents 0.12% of the portfolio and ranks #159 among its holdings. This is a return to the name: Barnes Wealth Management Group previously reported a position in BAC as recently as Q4 2025.

Barnes Wealth Management Group first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Barnes Wealth Management Group held 4,504 shares of Bank of America worth $257K as of Q2 2026.
  • Bank of America was a new Barnes Wealth Management Group position in Q2 2026.
  • Bank of America made up 0.12% of Barnes Wealth Management Group's portfolio in Q2 2026, its #159 holding.
  • Barnes Wealth Management Group first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.