C2C Wealth Management’s Bank of America BAC Stock Holding History

C2C 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	$893K	Sell	15,674 -344	-2%	-$18.3K	0.7%	36
2026 Q1	$781K	Buy	16,018 +7	+0%	+$361	0.66%	36
2025 Q4	$881K	Buy	16,011 +40	+0.3%	+$2.11K	0.74%	34
2025 Q3	$824K	Hold	15,971	–	–	0.71%	34
2025 Q2	$756K	Hold	15,971	–	–	0.68%	34
2025 Q1	$666K	Hold	15,971	–	–	0.63%	38
2024 Q4	$702K	Buy	15,971 +60	+0.4%	+$2.64K	0.65%	37
2024 Q3	$665K	Hold	15,911	–	–	0.62%	38
2024 Q2	$633K	Hold	15,911	–	–	0.62%	39
2024 Q1	$603K	Sell	15,911 -2,300	-13%	-$79K	0.6%	39
2023 Q4	$617K	Sell	18,211 -1,200	-6%	-$34.9K	0.52%	48
2023 Q3	$517K	Sell	19,411 -5,000	-20%	-$148K	0.07%	142
2023 Q2	$718K	Hold	24,411	–	–	0.09%	116
2023 Q1	$695K	Buy	24,411 +4,654	+24%	+$154K	0.11%	110
2022 Q4	$661K	Buy	19,757 +870	+5%	+$30K	0.11%	81
2022 Q3	$612K	Sell	18,887 -197	-1%	-$6.59K	0.12%	89
2022 Q2	$636K	Hold	19,084	–	–	0.12%	89
2022 Q1	$765K	Sell	19,084 -124	-0.6%	-$5.59K	0.13%	90
2021 Q4	$854K	Buy	+19,208	New	+$875K	0.12%	92

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

C2C Wealth Management's BAC Position: Q2 2026 in Review

C2C Wealth Management reduced its Bank of America (BAC) stake by 2.1% in Q2 2026, selling an estimated $18.3K and leaving 15,674 shares worth $893K. The position accounts for 0.7% of the portfolio, ranked #36.

C2C Wealth Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

C2C Wealth Management held 15,674 shares of Bank of America worth $893K as of Q2 2026.
C2C Wealth Management sold 344 Bank of America shares in Q2 2026, an estimated $18.3K.
Bank of America made up 0.7% of C2C Wealth Management's portfolio in Q2 2026, its #36 holding.
C2C Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.