Beam Wealth Advisors’s Bank of America BAC Stock Holding History

Beam 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	$817K	Buy	14,333 +53	+0.4%	+$2.82K	0.18%	85
2026 Q1	$696K	Sell	14,280 -5,375	-27%	-$277K	0.17%	87
2025 Q4	$1.08M	Sell	19,655 -701	-3%	-$37.1K	0.3%	64
2025 Q3	$1.05M	Sell	20,356 -5,075	-20%	-$248K	0.29%	68
2025 Q2	$1.2M	Buy	25,431 +2,611	+11%	+$110K	0.36%	61
2025 Q1	$952K	Buy	22,820 +458	+2%	+$20.4K	0.32%	66
2024 Q4	$983K	Buy	22,362 +1,856	+9%	+$81.7K	0.31%	66
2024 Q3	$814K	Buy	20,506 +1,818	+10%	+$72.9K	0.25%	73
2024 Q2	$743K	Buy	+18,688	New	+$716K	0.25%	73

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Beam Wealth Advisors's BAC Position: Q2 2026 in Review

Beam Wealth Advisors increased its Bank of America (BAC) stake by 0.37% in Q2 2026, buying an estimated $2.82K and bringing the position to 14,333 shares worth $817K. The position accounts for 0.18% of the portfolio, ranked #85.

Beam Wealth Advisors first reported a position in BAC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q2 2025. 1,640 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Beam Wealth Advisors held 14,333 shares of Bank of America worth $817K as of Q2 2026.
Beam Wealth Advisors bought 53 Bank of America shares in Q2 2026, an estimated $2.82K.
Bank of America made up 0.18% of Beam Wealth Advisors's portfolio in Q2 2026, its #85 holding.
Beam Wealth Advisors first reported a position in Bank of America in Q2 2024 and has held it in 9 quarters since.
Beam Wealth Advisors's Bank of America position peaked at $1.2M in Q2 2025.
1,640 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.