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Cypress Wealth Services’s Bank of America BAC Stock Holding History

Cypress Wealth 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
2020
Q4 		– Sell
-17,021
Closed -$410K – 306
2020
Q3 		$410K Buy
+17,021
New +$424K 0.11% 154

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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

Cypress Wealth Services's BAC Position: Q2 2026 in Review

Cypress Wealth Services increased its Bank of America (BAC) stake by 0.1% in Q2 2026, buying an estimated $425 and bringing the position to 8,176 shares worth $466K. The position accounts for 0.06% of the portfolio, ranked #253.

Cypress Wealth Services first reported a position in BAC in Q4 2017 and has held it in 33 quarters since. The position peaked at $671K in Q1 2021. 1,048 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Cypress Wealth Services held 8,176 shares of Bank of America worth $466K as of Q2 2026.
  • Cypress Wealth Services bought 8 Bank of America shares in Q2 2026, an estimated $425.
  • Bank of America made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #253 holding.
  • Cypress Wealth Services first reported a position in Bank of America in Q4 2017 and has held it in 33 quarters since.
  • Cypress Wealth Services's Bank of America position peaked at $671K in Q1 2021.
  • 1,048 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.