Blue Zone Wealth Advisors’s Bank of America BAC Stock Holding History

Blue Zone 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	$797K	Sell	13,987 -3,810	-21%	-$203K	0.14%	69
2026 Q1	$868K	Buy	17,797 +12,148	+215%	+$627K	0.18%	66
2025 Q4	$311K	Buy	5,649 +8	+0.1%	+$423	0.06%	113
2025 Q3	$291K	Hold	5,641	–	–	0.06%	109
2025 Q2	$267K	Buy	5,641 +628	+13%	+$26.4K	0.07%	94
2025 Q1	$209K	Sell	5,013 -179	-3%	-$7.98K	0.06%	99
2024 Q4	$228K	Buy	+5,192	New	+$228K	0.07%	95

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Blue Zone Wealth Advisors's BAC Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Bank of America (BAC) stake by 21% in Q2 2026, selling an estimated $203K and leaving 13,987 shares worth $797K. The position accounts for 0.14% of the portfolio, ranked #69.

Blue Zone Wealth Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $868K in Q1 2026. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Blue Zone Wealth Advisors held 13,987 shares of Bank of America worth $797K as of Q2 2026.
Blue Zone Wealth Advisors sold 3,810 Bank of America shares in Q2 2026, an estimated $203K.
Bank of America made up 0.14% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Blue Zone Wealth Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
Blue Zone Wealth Advisors's Bank of America position peaked at $868K in Q1 2026.
649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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