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Buttonwood Financial Advisors’s Bank of America BAC Stock Holding History

Buttonwood Financial Advisors’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 		$729K Sell
12,800
-105
-0.8% -$5.58K 0.22% 69
2026
Q1 		$629K Sell
12,905
-279
-2% -$14.4K 0.21% 73
2025
Q4 		$725K Sell
13,184
-292
-2% -$15.4K 0.24% 64
2025
Q3 		$695K Sell
13,476
-259
-2% -$12.6K 0.24% 64
2025
Q2 		$650K Sell
13,735
-13,379
-49% -$563K 0.26% 59
2025
Q1 		$1.13M Sell
27,114
-1,372
-5% -$61.1K 0.5% 40
2024
Q4 		$1.25M Sell
28,486
-3,033
-10% -$133K 0.55% 38
2024
Q3 		$1.25M Sell
31,519
-2,345
-7% -$94K 0.55% 42
2024
Q2 		$1.35M Sell
33,864
-525
-2% -$20.1K 0.64% 37
2024
Q1 		$1.3M Sell
34,389
-271
-0.8% -$9.3K 0.61% 41
2023
Q4 		$1.17M Sell
34,660
-663
-2% -$19.3K 0.64% 41
2023
Q3 		$967K Sell
35,323
-179
-0.5% -$5.3K 0.61% 41
2023
Q2 		$1.02M Sell
35,502
-39
-0.1% -$1.11K 0.64% 38
2023
Q1 		$1.02M Sell
35,541
-67
-0.2% -$2.21K 0.79% 34
2022
Q4 		$1.18M Sell
35,608
-286
-0.8% -$9.85K 0.99% 28
2022
Q3 		$1.14M Buy
35,894
+6
+0% +$201 1.03% 28
2022
Q2 		$1.12M Sell
35,888
-128
-0.4% -$4.61K 1.01% 30
2022
Q1 		$1.49M Sell
36,016
-612
-2% -$27.6K 1.34% 25
2021
Q4 		$1.63M Buy
+36,628
New +$1.67M 1.59% 19

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
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
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

Buttonwood Financial Advisors's BAC Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Bank of America (BAC) stake by 0.81% in Q2 2026, selling an estimated $5.58K and leaving 12,800 shares worth $729K. The position accounts for 0.22% of the portfolio, ranked #69.

Buttonwood Financial Advisors first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.63M in Q4 2021. 901 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Buttonwood Financial Advisors held 12,800 shares of Bank of America worth $729K as of Q2 2026.
  • Buttonwood Financial Advisors sold 105 Bank of America shares in Q2 2026, an estimated $5.58K.
  • Bank of America made up 0.22% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • Buttonwood Financial Advisors first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's Bank of America position peaked at $1.63M in Q4 2021.
  • 901 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.