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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
2019
Q4 		– Sell
-14,500
Closed -$3K – 571
2019
Q3 		$3K Buy
+14,500
New +$417K ﹤0.01% 528

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
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

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. 776 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.
  • 776 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.