Edge Wealth Management’s Bank of America BAC Stock Holding History

Edge Wealth Management’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	$1.1M	Sell	19,277 -199	-1%	-$10.6K	0.18%	35
2026 Q1	$949K	Sell	19,476 -198	-1%	-$10.2K	0.16%	36
2025 Q4	$1.08M	Sell	19,674 -2,399	-11%	-$127K	0.19%	34
2025 Q3	$1.14M	Sell	22,073 -256	-1%	-$12.5K	0.2%	36
2025 Q2	$1.05M	Buy	22,329 +502	+2%	+$21.1K	0.2%	34
2025 Q1	$911K	Sell	21,827 -499	-2%	-$22.2K	0.18%	33
2024 Q4	$981K	Buy	22,326 +2	+0%	+$88	0.2%	36
2024 Q3	$886K	Sell	22,324 -13	-0.1%	-$521	0.18%	36
2024 Q2	$888K	Buy	22,337 +3	+0%	+$115	0.19%	37
2024 Q1	$847K	Sell	22,334 -508	-2%	-$17.4K	0.18%	38
2023 Q4	$769K	Sell	22,842 -12,913	-36%	-$376K	0.17%	40
2023 Q3	$979K	Sell	35,755 -6,512	-15%	-$193K	0.23%	40
2023 Q2	$1.21M	Buy	42,267 +1,387	+3%	+$39.6K	0.26%	37
2023 Q1	$1.17M	Sell	40,880 -28,909	-41%	-$954K	0.27%	35
2022 Q4	$2.3M	Sell	69,789 -6,204	-8%	-$214K	0.53%	32
2022 Q3	$2.32M	Buy	75,993 +3,651	+5%	+$122K	0.51%	32
2022 Q2	$2.25M	Sell	72,342 -4,513	-6%	-$162K	0.49%	32
2022 Q1	$3.17M	Buy	76,855 +937	+1%	+$42.3K	0.62%	33
2021 Q4	$3.38M	Buy	75,918 +2,910	+4%	+$133K	0.62%	33
2021 Q3	$3.1M	Sell	73,008 -3,958	-5%	-$159K	0.6%	35
2021 Q2	$3.17M	Buy	76,966 +16,701	+28%	+$685K	0.64%	38
2021 Q1	$2.33M	Buy	60,265 +7,760	+15%	+$268K	0.5%	42
2020 Q4	$1.59M	Sell	52,505 -81,149	-61%	-$2.18M	0.36%	50
2020 Q3	$3.22M	Sell	133,654 -11,566	-8%	-$288K	0.74%	38
2020 Q2	$3.45M	Buy	145,220 +1,078	+0.7%	+$25.5K	0.65%	42
2020 Q1	$3.13M	Buy	144,142 +13,008	+10%	+$390K	0.68%	41
2019 Q4	$4.6M	Sell	131,134 -1,965	-1%	-$63.5K	0.92%	34
2019 Q3	$3.88M	Buy	133,099 +4,160	+3%	+$120K	0.89%	31
2019 Q2	$3.75M	Buy	128,939 +7,861	+6%	+$227K	0.83%	34
2019 Q1	$3.33M	Sell	121,078 -1,556	-1%	-$44K	0.82%	35
2018 Q4	$3.02M	Buy	122,634 +15,634	+15%	+$424K	0.85%	31
2018 Q3	$3.15M	Sell	107,000 -1,903	-2%	-$58K	0.76%	31
2018 Q2	$3.07M	Sell	108,903 -260,450	-71%	-$7.77M	0.78%	35
2018 Q1	$11.1M	Buy	369,353 +1,859	+0.5%	+$58.4K	2.94%	11
2017 Q4	$10.9M	Buy	367,494 +6,840	+2%	+$189K	3.08%	11
2017 Q3	$9.14M	Buy	360,654 +189,975	+111%	+$4.61M	2.77%	13
2017 Q2	$4.23M	Buy	170,679 +55,589	+48%	+$1.3M	1.33%	24
2017 Q1	$2.73M	Buy	115,090 +2,790	+2%	+$66.2K	0.95%	25
2016 Q4	$2.49M	Sell	112,300 -28,249	-20%	-$544K	0.94%	28
2016 Q3	$2.2M	Sell	140,549 -6,264	-4%	-$93.3K	0.94%	28
2016 Q2	$1.95M	Sell	146,813 -6,436	-4%	-$90.4K	0.81%	31
2016 Q1	$2.07M	Sell	153,249 -419,485	-73%	-$5.66M	0.94%	30
2015 Q4	$9.71M	Sell	572,734 -20,350	-3%	-$344K	3.67%	6
2015 Q3	$9.1M	Sell	593,084 -19,751	-3%	-$332K	3.43%	8
2015 Q2	$10.4M	Buy	612,835 +15,934	+3%	+$263K	3.56%	7
2015 Q1	$9.23M	Buy	596,901 +551,079	+1,203%	+$8.85M	3.1%	11
2014 Q4	$820K	Buy	45,822 +20,000	+77%	+$342K	0.3%	51
2014 Q3	$440K	Buy	25,822 +6,416	+33%	+$102K	0.17%	66
2014 Q2	$298K	Sell	19,406 -51,375	-73%	-$798K	0.12%	84
2014 Q1	$1.22M	Buy	70,781 +50,000	+241%	+$841K	0.51%	33
2013 Q4	$323K	Buy	20,781 +400	+2%	+$5.93K	0.15%	68
2013 Q3	$281K	Hold	20,381	–	–	0.17%	60
2013 Q2	$262K	Buy	+20,381	New	+$260K	0.18%	55

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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 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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Edge Wealth Management's BAC Position: Q2 2026 in Review

Edge Wealth Management reduced its Bank of America (BAC) stake by 1% in Q2 2026, selling an estimated $10.6K and leaving 19,277 shares worth $1.1M. The position accounts for 0.18% of the portfolio, ranked #35.

Edge Wealth Management first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.1M in Q1 2018. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Edge Wealth Management held 19,277 shares of Bank of America worth $1.1M as of Q2 2026.
Edge Wealth Management sold 199 Bank of America shares in Q2 2026, an estimated $10.6K.
Bank of America made up 0.18% of Edge Wealth Management's portfolio in Q2 2026, its #35 holding.
Edge Wealth Management first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
Edge Wealth Management's Bank of America position peaked at $11.1M in Q1 2018.
649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.