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BCS Wealth Management’s Bank of America BAC Stock Holding History

BCS 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 		$420K Hold
7,374
– – 0.08% 199
2026
Q1 		$359K Sell
7,374
-9,078
-55% -$468K 0.07% 190
2025
Q4 		$905K Buy
16,452
+8,942
+119% +$473K 0.09% 168
2025
Q3 		$387K Sell
7,510
-17,808
-70% -$869K 0.09% 172
2025
Q2 		$1.2M Buy
25,318
+17,808
+237% +$749K 0.26% 79
2025
Q1 		$313K Hold
7,510
– – 0.08% 190
2024
Q4 		$330K Buy
7,510
+18
+0.2% +$792 0.08% 188
2024
Q3 		$297K Buy
7,492
+176
+2% +$7.05K 0.13% 129
2024
Q2 		$291K Sell
7,316
-880
-11% -$33.7K 0.14% 124
2024
Q1 		$311K Hold
8,196
– – 0.1% 186
2023
Q4 		$276K Buy
8,196
+620
+8% +$18.1K 0.1% 176
2023
Q3 		$207K Buy
+7,576
New +$224K 0.09% 190
2023
Q2 		– Sell
-14,365
Closed -$411K – 117
2023
Q1 		$411K Buy
14,365
+6,598
+85% +$218K 0.19% 101
2022
Q4 		$257K Hold
7,767
– – 0.11% 155
2022
Q3 		$235K Sell
7,767
-15,927
-67% -$532K 0.11% 155
2022
Q2 		$738K Buy
23,694
+16,039
+210% +$577K 0.33% 74
2022
Q1 		$316K Sell
7,655
-18,993
-71% -$857K 0.13% 142
2021
Q4 		$1.19M Buy
26,648
+18,982
+248% +$865K 0.43% 53
2021
Q3 		$325K Hold
7,666
– – 0.14% 130
2021
Q2 		$316K Buy
7,666
+403
+6% +$16.5K 0.17% 110
2021
Q1 		$281K Buy
7,263
+20
+0.3% +$690 0.13% 122
2020
Q4 		$220K Buy
+7,243
New +$194K 0.11% 130
2020
Q1 		– Sell
-7,243
Closed -$255K – 108
2019
Q4 		$255K Buy
+7,243
New +$234K 0.17% 91

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCS Wealth Management's BAC Position: Q2 2026 in Review

BCS Wealth Management held its Bank of America (BAC) position steady in Q2 2026 at 7,374 shares worth $420K. The position accounts for 0.08% of the portfolio, ranked #199.

BCS Wealth Management first reported a position in BAC in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.2M in Q2 2025. 1,125 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • BCS Wealth Management held 7,374 shares of Bank of America worth $420K as of Q2 2026.
  • BCS Wealth Management left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.08% of BCS Wealth Management's portfolio in Q2 2026, its #199 holding.
  • BCS Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 23 quarters since.
  • BCS Wealth Management's Bank of America position peaked at $1.2M in Q2 2025.
  • 1,125 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.