EWM
BAC icon

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
2019
Q3 		– Sell
-200
Closed -$10K – 603
2019
Q2 		$10K Buy
+200
New +$5.77K ﹤0.01% 410

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

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.