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

Centurion 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 		$521K Sell
9,149
-2,714
-23% -$144K 0.12% 154
2026
Q1 		$578K Sell
11,863
-33
-0.3% -$1.7K 0.13% 142
2025
Q4 		$654K Buy
11,896
+33
+0.3% +$1.74K 0.14% 123
2025
Q3 		$612K Buy
11,863
+2,001
+20% +$97.6K 0.14% 130
2025
Q2 		$467K Buy
9,862
+225
+2% +$9.47K 0.13% 128
2025
Q1 		$424K Hold
9,637
– – 0.13% 120
2024
Q4 		$424K Buy
9,637
+142
+1% +$6.25K 0.13% 120
2024
Q3 		$377K Buy
+9,495
New +$381K 0.12% 126
2024
Q1 		$358K Buy
+9,444
New +$324K 0.14% 109

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

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

Centurion Wealth Management reduced its Bank of America (BAC) stake by 23% in Q2 2026, selling an estimated $144K and leaving 9,149 shares worth $521K. The position accounts for 0.12% of the portfolio, ranked #154.

Centurion Wealth Management first reported a position in BAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $654K in Q4 2025. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Centurion Wealth Management held 9,149 shares of Bank of America worth $521K as of Q2 2026.
  • Centurion Wealth Management sold 2,714 Bank of America shares in Q2 2026, an estimated $144K.
  • Bank of America made up 0.12% of Centurion Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Centurion Wealth Management first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
  • Centurion Wealth Management's Bank of America position peaked at $654K in Q4 2025.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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