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Commonwealth Financial Services’s Bank of America BAC Stock Holding History

Commonwealth Financial Services’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 		$353K Buy
6,198
+1,124
+22% +$59.8K 0.05% 191
2026
Q1 		$247K Buy
5,074
+794
+19% +$41K 0.04% 215
2025
Q4 		$235K Buy
+4,280
New +$226K 0.04% 199

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

Commonwealth Financial Services's BAC Position: Q2 2026 in Review

Commonwealth Financial Services increased its Bank of America (BAC) stake by 22% in Q2 2026, buying an estimated $59.8K and bringing the position to 6,198 shares worth $353K. The position accounts for 0.05% of the portfolio, ranked #191.

Commonwealth Financial Services first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 739 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Commonwealth Financial Services held 6,198 shares of Bank of America worth $353K as of Q2 2026.
  • Commonwealth Financial Services bought 1,124 Bank of America shares in Q2 2026, an estimated $59.8K.
  • Bank of America made up 0.05% of Commonwealth Financial Services's portfolio in Q2 2026, its #191 holding.
  • Commonwealth Financial Services first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 739 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.