Centennial Wealth Advisory’s Bank of America BAC Stock Holding History

Centennial Wealth Advisory’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	$334K	Sell	5,867 -50	-0.8%	-$2.66K	0.07%	144
2026 Q1	$288K	Sell	5,917 -1,797	-23%	-$92.7K	0.07%	137
2025 Q4	$424K	Buy	7,714 +199	+3%	+$10.5K	0.11%	123
2025 Q3	$388K	Buy	7,515 +696	+10%	+$34K	0.11%	124
2025 Q2	$323K	Buy	6,819 +58	+0.9%	+$2.44K	0.1%	121
2025 Q1	$282K	Buy	6,761 +449	+7%	+$20K	0.1%	122
2024 Q4	$277K	Buy	6,312 +124	+2%	+$5.46K	0.11%	120
2024 Q3	$246K	Buy	6,188 +588	+11%	+$23.6K	0.1%	126
2024 Q2	$223K	Buy	+5,600	New	+$215K	0.1%	133
2023 Q2	–	Sell	-12,077	Closed	-$345K	–	128
2023 Q1	$345K	Buy	12,077 +1,753	+17%	+$57.9K	0.18%	79
2022 Q4	$342K	Buy	10,324 +970	+10%	+$33.4K	0.19%	76
2022 Q3	$282K	Buy	9,354 +1,275	+16%	+$42.6K	0.17%	69
2022 Q2	$251K	Buy	+8,079	New	+$291K	0.14%	93

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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 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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Centennial Wealth Advisory's BAC Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its Bank of America (BAC) stake by 0.85% in Q2 2026, selling an estimated $2.66K and leaving 5,867 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #144.

Centennial Wealth Advisory first reported a position in BAC in Q2 2022 and has held it in 13 quarters since. The position peaked at $424K in Q4 2025. 656 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Centennial Wealth Advisory held 5,867 shares of Bank of America worth $334K as of Q2 2026.
Centennial Wealth Advisory sold 50 Bank of America shares in Q2 2026, an estimated $2.66K.
Bank of America made up 0.07% of Centennial Wealth Advisory's portfolio in Q2 2026, its #144 holding.
Centennial Wealth Advisory first reported a position in Bank of America in Q2 2022 and has held it in 13 quarters since.
Centennial Wealth Advisory's Bank of America position peaked at $424K in Q4 2025.
656 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.