Caliber Wealth Management (Kansas)’s Bank of America BAC Stock Holding History

Caliber Wealth Management (Kansas)’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	$952K	Buy	16,705 +1,694	+11%	+$90.1K	0.09%	142
2026 Q1	$732K	Buy	15,011 +1,551	+12%	+$80K	0.08%	147
2025 Q4	$740K	Sell	13,460 -1,438	-10%	-$76K	0.08%	146
2025 Q3	$769K	Sell	14,898 -2,787	-16%	-$136K	0.09%	144
2025 Q2	$837K	Buy	17,685 +1,700	+11%	+$71.5K	0.09%	145
2025 Q1	$667K	Buy	+15,985	New	+$712K	0.09%	146

Other funds holding BAC

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

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) 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s BAC Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Bank of America (BAC) stake by 11% in Q2 2026, buying an estimated $90.1K and bringing the position to 16,705 shares worth $952K. The position accounts for 0.09% of the portfolio, ranked #142.

Caliber Wealth Management (Kansas) first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. 1,479 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Caliber Wealth Management (Kansas) held 16,705 shares of Bank of America worth $952K as of Q2 2026.
Caliber Wealth Management (Kansas) bought 1,694 Bank of America shares in Q2 2026, an estimated $90.1K.
Bank of America made up 0.09% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #142 holding.
Caliber Wealth Management (Kansas) first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
1,479 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.