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Dynamic Advisor Solutions’s Bank of America BAC Stock Holding History

Dynamic Advisor Solutions’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 		$5.76M Sell
101,158
-580
-0.6% -$30.8K 0.16% 146
2026
Q1 		$4.96M Buy
101,738
+3,424
+3% +$177K 0.16% 148
2025
Q4 		$5.41M Sell
98,314
-9,329
-9% -$493K 0.17% 135
2025
Q3 		$5.55M Buy
107,643
+832
+0.8% +$40.6K 0.16% 147
2025
Q2 		$5.05M Buy
106,811
+1,376
+1% +$57.9K 0.16% 159
2025
Q1 		$4.4M Buy
105,435
+259
+0.2% +$11.5K 0.15% 170
2024
Q4 		$4.62M Sell
105,176
-9,195
-8% -$405K 0.2% 122
2024
Q3 		$4.54M Sell
114,371
-4,762
-4% -$191K 0.14% 179
2024
Q2 		$4.74M Buy
119,133
+6,626
+6% +$254K 0.15% 171
2024
Q1 		$4.27M Buy
112,507
+261
+0.2% +$8.96K 0.14% 187
2023
Q4 		$3.86M Sell
112,246
-36,912
-25% -$1.07M 0.14% 192
2023
Q3 		$4.08M Buy
149,158
+17,721
+13% +$524K 0.19% 151
2023
Q2 		$3.77M Sell
131,437
-924
-0.7% -$26.4K 0.2% 144
2023
Q1 		$3.79M Sell
132,361
-13,877
-9% -$458K 0.22% 124
2022
Q4 		$4.84M Buy
146,238
+9,048
+7% +$312K 0.33% 78
2022
Q3 		$4.14M Buy
137,190
+1,919
+1% +$64.2K 0.32% 74
2022
Q2 		$4.21M Buy
135,271
+7,367
+6% +$265K 0.32% 71
2022
Q1 		$5.27M Buy
127,904
+13,966
+12% +$630K 0.37% 61
2021
Q4 		$5.07M Sell
113,938
-2,246
-2% -$102K 0.36% 62
2021
Q3 		$4.93M Buy
116,184
+2,890
+3% +$116K 0.37% 61
2021
Q2 		$4.67M Sell
113,294
-265
-0.2% -$10.9K 0.37% 64
2021
Q1 		$4.39M Sell
113,559
-4,291
-4% -$148K 0.41% 57
2020
Q4 		$3.57M Buy
117,850
+23,676
+25% +$635K 0.33% 83
2020
Q3 		$2.27M Sell
94,174
-550
-0.6% -$13.7K 0.26% 103
2020
Q2 		$2.25M Buy
94,724
+25,281
+36% +$597K 0.3% 96
2020
Q1 		$1.47M Sell
69,443
-2,801
-4% -$84K 0.27% 104
2019
Q4 		$2.54M Sell
72,244
-11,809
-14% -$382K 0.35% 71
2019
Q3 		$2.45M Buy
84,053
+1,478
+2% +$42.5K 0.38% 69
2019
Q2 		$2.4M Buy
82,575
+48,618
+143% +$1.4M 0.38% 72
2019
Q1 		$937K Buy
33,957
+13,762
+68% +$389K 0.18% 138
2018
Q4 		$597K Buy
20,195
+1,599
+9% +$43.4K 0.13% 179
2018
Q3 		$548K Buy
18,596
+1,140
+7% +$34.7K 0.11% 203
2018
Q2 		$493K Buy
17,456
+4,764
+38% +$142K 0.11% 216
2018
Q1 		$381K Buy
+12,692
New +$399K 0.1% 218

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

Dynamic Advisor Solutions's BAC Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Bank of America (BAC) stake by 0.57% in Q2 2026, selling an estimated $30.8K and leaving 101,158 shares worth $5.76M. The position accounts for 0.16% of the portfolio, ranked #146.

Dynamic Advisor Solutions first reported a position in BAC in Q1 2018 and has held it in 34 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Dynamic Advisor Solutions held 101,158 shares of Bank of America worth $5.76M as of Q2 2026.
  • Dynamic Advisor Solutions sold 580 Bank of America shares in Q2 2026, an estimated $30.8K.
  • Bank of America made up 0.16% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #146 holding.
  • Dynamic Advisor Solutions first reported a position in Bank of America in Q1 2018 and has held it in 34 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.