Brown Miller Wealth Management’s Bank of America BAC Stock Holding History

Brown Miller Wealth 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	$203K	Buy	+3,569	New	+$190K	0.05%	201
2025 Q3	–	Sell	-4,836	Closed	-$229K	–	194
2025 Q2	$229K	Buy	+4,836	New	+$203K	0.07%	177
2024 Q4	–	Sell	-5,334	Closed	-$212K	–	122
2024 Q3	$212K	Buy	+5,334	New	+$214K	0.08%	124
2022 Q2	–	Sell	-5,862	Closed	-$242K	–	116
2022 Q1	$242K	Buy	5,862 +1	+0%	+$45	0.14%	105
2021 Q4	$260K	Buy	5,861 +35	+0.6%	+$1.59K	0.15%	106
2021 Q3	$247K	Buy	+5,826	New	+$235K	0.16%	106

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

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

Brown Miller Wealth Management's BAC Position: Q2 2026 in Review

Brown Miller Wealth Management opened a new position in Bank of America (BAC) in Q2 2026: 3,569 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #201 among its holdings. This is a return to the name: Brown Miller Wealth Management previously reported a position in BAC as recently as Q2 2025.

Brown Miller Wealth Management first reported a position in BAC in Q3 2021 and has held it in 6 quarters since. The position peaked at $260K in Q4 2021. 934 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Brown Miller Wealth Management held 3,569 shares of Bank of America worth $203K as of Q2 2026.
Bank of America was a new Brown Miller Wealth Management position in Q2 2026.
Bank of America made up 0.05% of Brown Miller Wealth Management's portfolio in Q2 2026, its #201 holding.
Brown Miller Wealth Management first reported a position in Bank of America in Q3 2021 and has held it in 6 quarters since.
Brown Miller Wealth Management's Bank of America position peaked at $260K in Q4 2021.
934 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.