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BXM Wealth’s Bank of America BAC Stock Holding History

BXM 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 		$290K Buy
+5,090
New +$271K 0.16% 137
2025
Q4 		– Sell
-4,523
Closed -$233K – 138
2025
Q3 		$233K Buy
+4,523
New +$221K 0.22% 113

Other funds holding BAC

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
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
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
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

BXM Wealth's BAC Position: Q2 2026 in Review

BXM Wealth opened a new position in Bank of America (BAC) in Q2 2026: 5,090 shares worth $290K. The stake represents 0.16% of the portfolio and ranks #137 among its holdings. This is a return to the name: BXM Wealth previously reported a position in BAC as recently as Q3 2025.

BXM Wealth first reported a position in BAC in Q3 2025 and has held it in 2 quarters since. 1,291 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • BXM Wealth held 5,090 shares of Bank of America worth $290K as of Q2 2026.
  • Bank of America was a new BXM Wealth position in Q2 2026.
  • Bank of America made up 0.16% of BXM Wealth's portfolio in Q2 2026, its #137 holding.
  • BXM Wealth first reported a position in Bank of America in Q3 2025 and has held it in 2 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.