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BOS Asset Management’s Bank of America BAC Stock Holding History

BOS Asset 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 		$541K Buy
9,494
+2
+0% +$106 0.13% 120
2026
Q1 		$463K Sell
9,492
-247
-3% -$12.7K 0.12% 131
2025
Q4 		$536K Buy
9,739
+3
+0% +$159 0.14% 112
2025
Q3 		$502K Buy
9,736
+4
+0% +$195 0.14% 117
2025
Q2 		$461K Buy
9,732
+4
+0% +$168 0.15% 108
2025
Q1 		$406K Buy
9,728
+4
+0% +$178 0.14% 108
2024
Q4 		$427K Sell
9,724
-79
-0.8% -$3.48K 0.15% 100
2024
Q3 		$389K Sell
9,803
-1,102
-10% -$44.2K 0.14% 99
2024
Q2 		$434K Sell
10,905
-242
-2% -$9.27K 0.2% 88
2024
Q1 		$423K Buy
11,147
+930
+9% +$31.9K 0.22% 76
2023
Q4 		$344K Sell
10,217
-2,000
-16% -$58.2K 0.24% 92
2023
Q3 		$335K Hold
12,217
– – 0.25% 91
2023
Q2 		$351K Buy
12,217
+1,033
+9% +$29.5K 0.27% 78
2023
Q1 		$320K Sell
11,184
-864
-7% -$28.5K 0.27% 84
2022
Q4 		$399K Buy
+12,048
New +$415K 0.36% 74

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return