Brady Martz Wealth Solutions’s Bank of America BAC Stock Holding History

Brady Martz Wealth Solutions’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	$1.23M	Sell	21,639 -129	-0.6%	-$6.86K	0.19%	87
2026 Q1	$1.06M	Sell	21,768 -4,920	-18%	-$254K	0.18%	95
2025 Q4	$1.47M	Buy	26,688 +531	+2%	+$28.1K	0.26%	72
2025 Q3	$1.35M	Buy	26,157 +42	+0.2%	+$2.05K	0.25%	76
2025 Q2	$1.24M	Buy	26,115 +869	+3%	+$36.6K	0.24%	77
2025 Q1	$1.05M	Buy	25,246 +133	+0.5%	+$5.93K	0.24%	82
2024 Q4	$1.15M	Buy	+25,113	New	+$1.1M	0.28%	77

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brady Martz Wealth Solutions's BAC Position: Q2 2026 in Review

Brady Martz Wealth Solutions reduced its Bank of America (BAC) stake by 0.59% in Q2 2026, selling an estimated $6.86K and leaving 21,639 shares worth $1.23M. The position accounts for 0.19% of the portfolio, ranked #87.

Brady Martz Wealth Solutions first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q4 2025. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Brady Martz Wealth Solutions held 21,639 shares of Bank of America worth $1.23M as of Q2 2026.
Brady Martz Wealth Solutions sold 129 Bank of America shares in Q2 2026, an estimated $6.86K.
Bank of America made up 0.19% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #87 holding.
Brady Martz Wealth Solutions first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's Bank of America position peaked at $1.47M in Q4 2025.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.