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Brandywine Oak Private Wealth’s Bank of America BAC Stock Holding History

Brandywine Oak Private Wealth’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 		$592K Buy
10,391
+94
+0.9% +$5K 0.04% 148
2026
Q1 		$502K Sell
10,297
-418
-4% -$21.6K 0.04% 148
2025
Q4 		$589K Sell
10,715
-693
-6% -$36.6K 0.05% 143
2025
Q3 		$589K Hold
11,408
– – 0.05% 143
2025
Q2 		$540K Sell
11,408
-1,304
-10% -$54.9K 0.05% 144
2025
Q1 		$530K Sell
12,712
-186
-1% -$8.29K 0.05% 141
2024
Q4 		$567K Buy
12,898
+2,981
+30% +$131K 0.06% 139
2024
Q3 		$394K Sell
9,917
-3
-0% -$120 0.04% 172
2024
Q2 		$395K Buy
9,920
+314
+3% +$12K 0.04% 164
2024
Q1 		$364K Hold
9,606
– – 0.04% 177
2023
Q4 		$323K Sell
9,606
-1,450
-13% -$42.2K 0.04% 180
2023
Q3 		$303K Sell
11,056
-16,254
-60% -$481K 0.04% 186
2023
Q2 		$784K Hold
27,310
– – 0.09% 116
2023
Q1 		$781K Hold
27,310
– – 0.09% 115
2022
Q4 		$905K Sell
27,310
-606
-2% -$20.9K 0.11% 99
2022
Q3 		$843K Sell
27,916
-4,175
-13% -$140K 0.11% 107
2022
Q2 		$998K Hold
32,091
– – 0.13% 107
2022
Q1 		$1.32M Sell
32,091
-641
-2% -$28.9K 0.15% 101
2021
Q4 		$1.46M Sell
32,732
-924
-3% -$42.1K 0.16% 100
2021
Q3 		$1.43M Sell
33,656
-987
-3% -$39.8K 0.17% 97
2021
Q2 		$1.43M Buy
34,643
+9,025
+35% +$370K 0.17% 97
2021
Q1 		$991K Sell
25,618
-1,037
-4% -$35.8K 0.15% 97
2020
Q4 		$807K Sell
26,655
-2,023
-7% -$54.2K 0.12% 103
2020
Q3 		$690K Sell
28,678
-1,615
-5% -$40.2K 0.12% 109
2020
Q2 		$719K Sell
30,293
-975
-3% -$23K 0.13% 102
2020
Q1 		$659K Buy
31,268
+600
+2% +$18K 0.14% 91
2019
Q4 		$1.08M Sell
30,668
-703
-2% -$22.7K 0.2% 68
2019
Q3 		$915K Sell
31,371
-3,749
-11% -$108K 0.17% 70
2019
Q2 		$1.02M Sell
35,120
-6,848
-16% -$197K 0.2% 65
2019
Q1 		$1.16M Sell
41,968
-300
-0.7% -$8.48K 0.24% 62
2018
Q4 		$1.04M Buy
+42,268
New +$1.15M 0.23% 67

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

Brandywine Oak Private Wealth's BAC Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its Bank of America (BAC) stake by 0.91% in Q2 2026, buying an estimated $5K and bringing the position to 10,391 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #148.

Brandywine Oak Private Wealth first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.46M in Q4 2021. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Brandywine Oak Private Wealth held 10,391 shares of Bank of America worth $592K as of Q2 2026.
  • Brandywine Oak Private Wealth bought 94 Bank of America shares in Q2 2026, an estimated $5K.
  • Bank of America made up 0.04% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #148 holding.
  • Brandywine Oak Private Wealth first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's Bank of America position peaked at $1.46M in Q4 2021.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.