Envestnet Portfolio Solutions’s Bank of America BAC Stock Holding History

Envestnet Portfolio 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	$11.6M	Buy	203,285 +14,762	+8%	+$785K	0.06%	199
2026 Q1	$9.19M	Sell	188,523 -308,711	-62%	-$15.9M	0.05%	202
2025 Q4	$27.3M	Buy	497,234 +20,470	+4%	+$1.08M	0.1%	111
2025 Q3	$24.6M	Buy	476,764 +14,583	+3%	+$711K	0.09%	113
2025 Q2	$21.9M	Sell	462,181 -12,506	-3%	-$526K	0.08%	123
2025 Q1	$19.8M	Sell	474,687 -52,503	-10%	-$2.34M	0.08%	128
2024 Q4	$23.2M	Buy	527,190 +13,223	+3%	+$582K	0.08%	125
2024 Q3	$20.4M	Buy	513,967 +3,450	+0.7%	+$138K	0.07%	142
2024 Q2	$20.3M	Buy	510,517 +22,897	+5%	+$878K	0.07%	133
2024 Q1	$18.5M	Buy	487,620 +79,771	+20%	+$2.74M	0.07%	140
2023 Q4	$13.7M	Buy	407,849 +6,715	+2%	+$196K	0.06%	172
2023 Q3	$11M	Buy	+401,134	New	+$11.9M	0.05%	171

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

Envestnet Portfolio Solutions's BAC Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Bank of America (BAC) stake by 7.8% in Q2 2026, buying an estimated $785K and bringing the position to 203,285 shares worth $11.6M. The position accounts for 0.06% of the portfolio, ranked #199.

Envestnet Portfolio Solutions first reported a position in BAC in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.3M in Q4 2025. 934 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Envestnet Portfolio Solutions held 203,285 shares of Bank of America worth $11.6M as of Q2 2026.
Envestnet Portfolio Solutions bought 14,762 Bank of America shares in Q2 2026, an estimated $785K.
Bank of America made up 0.06% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #199 holding.
Envestnet Portfolio Solutions first reported a position in Bank of America in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Bank of America position peaked at $27.3M in Q4 2025.
934 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.