CWM
BAC icon

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

Chemistry 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 		$4.19M Sell
73,467
-2,988
-4% -$159K 0.67% 28
2026
Q1 		$3.73M Sell
76,455
-3,075
-4% -$159K 0.66% 26
2025
Q4 		$4.37M Sell
79,530
-3,453
-4% -$183K 0.82% 22
2025
Q3 		$4.28M Sell
82,983
-997
-1% -$48.6K 0.83% 22
2025
Q2 		$3.97M Sell
83,980
-6,079
-7% -$256K 0.85% 21
2025
Q1 		$3.76M Sell
90,059
-4,960
-5% -$221K 0.87% 21
2024
Q4 		$4.18M Sell
95,019
-7,861
-8% -$346K 0.98% 20
2024
Q3 		$4.08M Sell
102,880
-6,981
-6% -$280K 0.97% 20
2024
Q2 		$4.37M Buy
109,861
+320
+0.3% +$12.3K 1.13% 18
2024
Q1 		$4.15M Buy
109,541
+310
+0.3% +$10.6K 1.12% 17
2023
Q4 		$3.68M Sell
109,231
-1,033
-0.9% -$30.1K 1.11% 17
2023
Q3 		$3.02M Sell
110,264
-2,096
-2% -$62K 1% 21
2023
Q2 		$3.22M Sell
112,360
-699
-0.6% -$19.9K 1.05% 18
2023
Q1 		$3.23M Sell
113,059
-2,825
-2% -$93.3K 1.12% 17
2022
Q4 		$3.84M Sell
115,884
-1,774
-2% -$61.1K 1.5% 12
2022
Q3 		$3.55M Buy
117,658
+1,445
+1% +$48.3K 1.4% 12
2022
Q2 		$3.62M Buy
116,213
+1,390
+1% +$50K 1.38% 13
2022
Q1 		$4.73M Buy
114,823
+90,093
+364% +$4.06M 1.63% 10
2021
Q4 		$1.1M Buy
+24,730
New +$1.13M 0.92% 26

Other funds holding BAC

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Chemistry Wealth Management reduced its Bank of America (BAC) stake by 3.9% in Q2 2026, selling an estimated $159K and leaving 73,467 shares worth $4.19M. The position accounts for 0.67% of the portfolio, ranked #28.

Chemistry Wealth Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.73M in Q1 2022. 1,824 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Chemistry Wealth Management held 73,467 shares of Bank of America worth $4.19M as of Q2 2026.
  • Chemistry Wealth Management sold 2,988 Bank of America shares in Q2 2026, an estimated $159K.
  • Bank of America made up 0.67% of Chemistry Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Chemistry Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Chemistry Wealth Management's Bank of America position peaked at $4.73M in Q1 2022.
  • 1,824 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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