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Doliver Advisors’s Bank of America BAC Stock Holding History

Doliver 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 		$891K Buy
15,633
+137
+0.9% +$7.29K 0.2% 81
2026
Q1 		$755K Buy
15,496
+220
+1% +$11.4K 0.17% 93
2025
Q4 		$840K Buy
15,276
+2,640
+21% +$140K 0.21% 84
2025
Q3 		$652K Sell
12,636
-515
-4% -$25.1K 0.17% 101
2025
Q2 		$622K Buy
+13,151
New +$553K 0.17% 96
2021
Q1 		– Sell
-7,693
Closed -$233K – 135
2020
Q4 		$233K Buy
+7,693
New +$206K 0.1% 116

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

Doliver Advisors's BAC Position: Q2 2026 in Review

Doliver Advisors increased its Bank of America (BAC) stake by 0.88% in Q2 2026, buying an estimated $7.29K and bringing the position to 15,633 shares worth $891K. The position accounts for 0.2% of the portfolio, ranked #81.

Doliver Advisors first reported a position in BAC in Q4 2020 and has held it in 6 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Doliver Advisors held 15,633 shares of Bank of America worth $891K as of Q2 2026.
  • Doliver Advisors bought 137 Bank of America shares in Q2 2026, an estimated $7.29K.
  • Bank of America made up 0.2% of Doliver Advisors's portfolio in Q2 2026, its #81 holding.
  • Doliver Advisors first reported a position in Bank of America in Q4 2020 and has held it in 6 quarters since.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.