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Clarity Wealth Advisors’s Bank of America BAC Stock Holding History

Clarity Wealth Advisors’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 		$363K Sell
6,366
-108
-2% -$5.74K 0.06% 84
2026
Q1 		$316K Buy
6,474
+92
+1% +$4.75K 0.06% 85
2025
Q4 		$351K Sell
6,382
-284
-4% -$15K 0.07% 81
2025
Q3 		$344K Buy
6,666
+1
+0% +$49 0.08% 81
2025
Q2 		$315K Sell
6,665
-836
-11% -$35.2K 0.08% 81
2025
Q1 		$313K Buy
7,501
+1,964
+35% +$87.5K 0.09% 74
2024
Q4 		$243K Buy
5,537
+7
+0.1% +$308 0.07% 86
2024
Q3 		$219K Buy
5,530
+76
+1% +$3.05K 0.06% 91
2024
Q2 		$217K Buy
5,454
+4
+0.1% +$153 0.07% 85
2024
Q1 		$207K Buy
+5,450
New +$187K 0.07% 84
2022
Q4 		– Sell
-6,896
Closed -$208K – 68
2022
Q3 		$208K Hold
6,896
– – 0.13% 60
2022
Q2 		$214K Sell
6,896
-338
-5% -$12.2K 0.12% 64
2022
Q1 		$298K Buy
7,234
+914
+14% +$41.2K 0.14% 54
2021
Q4 		$281K Buy
6,320
+8
+0.1% +$364 0.13% 58
2021
Q3 		$267K Sell
6,312
-45
-0.7% -$1.81K 0.13% 57
2021
Q2 		$262K Buy
6,357
+308
+5% +$12.6K 0.14% 54
2021
Q1 		$234K Buy
+6,049
New +$209K 0.13% 55
2020
Q1 		– Sell
-8,630
Closed -$303K – 58
2019
Q4 		$303K Buy
+8,630
New +$279K 0.25% 50

Other funds holding BAC

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Clarity Wealth Advisors's BAC Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its Bank of America (BAC) stake by 1.7% in Q2 2026, selling an estimated $5.74K and leaving 6,366 shares worth $363K. The position accounts for 0.06% of the portfolio, ranked #84.

Clarity Wealth Advisors first reported a position in BAC in Q4 2019 and has held it in 18 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Clarity Wealth Advisors held 6,366 shares of Bank of America worth $363K as of Q2 2026.
  • Clarity Wealth Advisors sold 108 Bank of America shares in Q2 2026, an estimated $5.74K.
  • Bank of America made up 0.06% of Clarity Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Clarity Wealth Advisors first reported a position in Bank of America in Q4 2019 and has held it in 18 quarters since.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.