Bridgewealth Advisory Group’s Bank of America BAC Stock Holding History

Bridgewealth Advisory Group’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	$2.07M	Buy	36,346 +546	+2%	+$29K	0.39%	36
2026 Q1	$1.75M	Buy	35,800 +74	+0.2%	+$3.82K	0.36%	41
2025 Q4	$1.96M	Sell	35,726 -3,465	-9%	-$183K	0.43%	36
2025 Q3	$2.02M	Sell	39,191 -471	-1%	-$23K	0.47%	34
2025 Q2	$1.88M	Buy	+39,662	New	+$1.67M	0.48%	35
2025 Q1	–	Sell	-37,814	Closed	-$1.75M	–	56
2024 Q4	$1.75M	Buy	37,814 +17,055	+82%	+$750K	0.5%	39
2024 Q3	$824K	Buy	20,759 +6,634	+47%	+$266K	0.3%	43
2024 Q2	$562K	Buy	14,125 +35	+0.2%	+$1.34K	0.25%	44
2024 Q1	$534K	Sell	14,090 -1,616	-10%	-$55.5K	0.26%	46
2023 Q4	$529K	Sell	15,706 -720	-4%	-$21K	0.41%	41
2023 Q3	$450K	Buy	16,426 +61	+0.4%	+$1.8K	0.55%	36
2023 Q2	$470K	Sell	16,365 -111	-0.7%	-$3.17K	0.76%	29
2023 Q1	$471K	Buy	16,476 +614	+4%	+$20.3K	0.87%	24
2022 Q4	$525K	Buy	+15,862	New	+$546K	1.03%	20

Other funds holding BAC

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Bridgewealth Advisory Group's BAC Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Bank of America (BAC) stake by 1.5% in Q2 2026, buying an estimated $29K and bringing the position to 36,346 shares worth $2.07M. The position accounts for 0.39% of the portfolio, ranked #36.

Bridgewealth Advisory Group first reported a position in BAC in Q4 2022 and has held it in 14 quarters since. 1,290 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Bridgewealth Advisory Group held 36,346 shares of Bank of America worth $2.07M as of Q2 2026.
Bridgewealth Advisory Group bought 546 Bank of America shares in Q2 2026, an estimated $29K.
Bank of America made up 0.39% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #36 holding.
Bridgewealth Advisory Group first reported a position in Bank of America in Q4 2022 and has held it in 14 quarters since.
1,290 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.