BRWM
BAC icon

Blue Rock Wealth Management’s Bank of America BAC Stock Holding History

Blue Rock 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 		$205K Sell
3,597
-678
-16% -$36.1K 0.11% 109
2026
Q1 		$208K Buy
4,275
+160
+4% +$8.26K 0.13% 97
2025
Q4 		$226K Sell
4,115
-200
-5% -$10.6K 0.14% 90
2025
Q3 		$223K Hold
4,315
– – 0.14% 93
2025
Q2 		$204K Buy
+4,315
New +$182K 0.14% 96

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Blue Rock Wealth Management's BAC Position: Q2 2026 in Review

Blue Rock Wealth Management reduced its Bank of America (BAC) stake by 16% in Q2 2026, selling an estimated $36.1K and leaving 3,597 shares worth $205K. The position accounts for 0.11% of the portfolio, ranked #109.

Blue Rock Wealth Management first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $226K in Q4 2025. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Blue Rock Wealth Management held 3,597 shares of Bank of America worth $205K as of Q2 2026.
  • Blue Rock Wealth Management sold 678 Bank of America shares in Q2 2026, an estimated $36.1K.
  • Bank of America made up 0.11% of Blue Rock Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Blue Rock Wealth Management first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
  • Blue Rock Wealth Management's Bank of America position peaked at $226K in Q4 2025.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.