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Burton Enright Welch’s Bank of America BAC Stock Holding History

Burton Enright Welch’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 		$3.05M Sell
53,573
-347
-0.6% -$18.5K 0.36% 36
2026
Q1 		$2.63M Sell
53,920
-3,460
-6% -$179K 0.36% 35
2025
Q4 		$3.16M Sell
57,380
-4,042
-7% -$214K 0.44% 30
2025
Q3 		$3.17M Sell
61,422
-299
-0.5% -$14.6K 0.48% 28
2025
Q2 		$2.92M Sell
61,721
-3,579
-5% -$151K 0.51% 29
2025
Q1 		$2.72M Sell
65,300
-2,870
-4% -$128K 0.55% 25
2024
Q4 		$3M Sell
68,170
-2,471
-3% -$109K 0.63% 23
2024
Q3 		$2.8M Sell
70,641
-1,945
-3% -$78K 0.6% 25
2024
Q2 		$2.89M Sell
72,586
-613
-0.8% -$23.5K 0.67% 23
2024
Q1 		$2.78M Buy
73,199
+908
+1% +$31.2K 0.67% 23
2023
Q4 		$2.43M Sell
72,291
-3
-0% -$87 0.65% 22
2023
Q3 		$1.98M Sell
72,294
-10,464
-13% -$310K 0.61% 20
2023
Q2 		$2.37M Sell
82,758
-7,327
-8% -$209K 0.74% 20
2023
Q1 		$2.58M Sell
90,085
-271
-0.3% -$8.95K 0.98% 17
2022
Q4 		$2.99M Sell
90,356
-10,609
-11% -$365K 1.24% 16
2022
Q3 		$3.05M Sell
100,965
-2,138
-2% -$71.5K 1.51% 15
2022
Q2 		$3.21M Sell
103,103
-7,211
-7% -$260K 1.93% 13
2022
Q1 		$4.55M Sell
110,314
-3,687
-3% -$166K 2.51% 12
2021
Q4 		$5.07M Buy
+114,001
New +$5.19M 3.39% 7

Other funds holding BAC

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Burton Enright Welch's BAC Position: Q2 2026 in Review

Burton Enright Welch reduced its Bank of America (BAC) stake by 0.64% in Q2 2026, selling an estimated $18.5K and leaving 53,573 shares worth $3.05M. The position accounts for 0.36% of the portfolio, ranked #36.

Burton Enright Welch first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.07M in Q4 2021. 1,794 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Burton Enright Welch held 53,573 shares of Bank of America worth $3.05M as of Q2 2026.
  • Burton Enright Welch sold 347 Bank of America shares in Q2 2026, an estimated $18.5K.
  • Bank of America made up 0.36% of Burton Enright Welch's portfolio in Q2 2026, its #36 holding.
  • Burton Enright Welch first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Burton Enright Welch's Bank of America position peaked at $5.07M in Q4 2021.
  • 1,794 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.