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Everpar Advisors’s Bank of America BAC Stock Holding History

Everpar Advisors’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 		$1.16M Buy
20,405
+1,983
+11% +$105K 0.33% 68
2026
Q1 		$898K Sell
18,422
-1,174
-6% -$60.6K 0.31% 66
2025
Q4 		$1.08M Buy
19,596
+2,107
+12% +$111K 0.4% 50
2025
Q3 		$902K Buy
17,489
+285
+2% +$13.9K 0.36% 59
2025
Q2 		$814K Buy
17,204
+1,584
+10% +$66.6K 0.37% 53
2025
Q1 		$652K Sell
15,620
-1,296
-8% -$57.8K 0.35% 66
2024
Q4 		$743K Sell
16,916
-175
-1% -$7.7K 0.37% 55
2024
Q3 		$678K Sell
17,091
-1,199
-7% -$48.1K 0.35% 68
2024
Q2 		$727K Sell
18,290
-5,522
-23% -$212K 0.36% 67
2024
Q1 		$903K Sell
23,812
-10,897
-31% -$374K 0.55% 40
2023
Q4 		$1.17M Buy
+34,709
New +$1.01M 0.54% 34

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

Everpar Advisors's BAC Position: Q2 2026 in Review

Everpar Advisors increased its Bank of America (BAC) stake by 11% in Q2 2026, buying an estimated $105K and bringing the position to 20,405 shares worth $1.16M. The position accounts for 0.33% of the portfolio, ranked #68.

Everpar Advisors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q4 2023. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Everpar Advisors held 20,405 shares of Bank of America worth $1.16M as of Q2 2026.
  • Everpar Advisors bought 1,983 Bank of America shares in Q2 2026, an estimated $105K.
  • Bank of America made up 0.33% of Everpar Advisors's portfolio in Q2 2026, its #68 holding.
  • Everpar Advisors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
  • Everpar Advisors's Bank of America position peaked at $1.17M in Q4 2023.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.