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EverSource Wealth Advisors’s Bank of America BAC Stock Holding History

EverSource Wealth 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 		$2.38M Sell
41,845
-5,038
-11% -$268K 0.08% 195
2026
Q1 		$2.29M Buy
46,883
+3,371
+8% +$174K 0.07% 203
2025
Q4 		$2.39M Buy
43,512
+1,352
+3% +$71.5K 0.09% 170
2025
Q3 		$2.18M Sell
42,160
-1,042
-2% -$50.8K 0.09% 166
2025
Q2 		$2.04M Buy
43,202
+7,143
+20% +$301K 0.09% 162
2025
Q1 		$1.5M Sell
36,059
-14,479
-29% -$645K 0.08% 192
2024
Q4 		$2.22M Buy
50,538
+247
+0.5% +$10.9K 0.12% 137
2024
Q3 		$2M Buy
50,291
+1,573
+3% +$63K 0.13% 143
2024
Q2 		$1.96M Sell
48,718
-20,953
-30% -$803K 0.13% 136
2024
Q1 		$2.58M Buy
69,671
+4,954
+8% +$170K 0.2% 103
2023
Q4 		$2.18M Sell
64,717
-3,577
-5% -$104K 0.2% 107
2023
Q3 		$1.87M Buy
68,294
+24,110
+55% +$713K 0.2% 111
2023
Q2 		$1.27M Buy
44,184
+20,517
+87% +$585K 0.14% 137
2023
Q1 		$677K Buy
23,667
+1,306
+6% +$43.1K 0.08% 181
2022
Q4 		$741K Buy
22,361
+5,339
+31% +$184K 0.11% 151
2022
Q3 		$515K Sell
17,022
-360
-2% -$12K 0.12% 170
2022
Q2 		$540K Buy
17,382
+2,603
+18% +$93.7K 0.14% 135
2022
Q1 		$610K Buy
14,779
+362
+3% +$16.3K 0.15% 128
2021
Q4 		$641K Buy
+14,417
New +$657K 0.18% 99

Other funds holding BAC

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

EverSource Wealth Advisors's BAC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Bank of America (BAC) stake by 11% in Q2 2026, selling an estimated $268K and leaving 41,845 shares worth $2.38M. The position accounts for 0.08% of the portfolio, ranked #195.

EverSource Wealth Advisors first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.58M in Q1 2024. 1,833 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • EverSource Wealth Advisors held 41,845 shares of Bank of America worth $2.38M as of Q2 2026.
  • EverSource Wealth Advisors sold 5,038 Bank of America shares in Q2 2026, an estimated $268K.
  • Bank of America made up 0.08% of EverSource Wealth Advisors's portfolio in Q2 2026, its #195 holding.
  • EverSource Wealth Advisors first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Bank of America position peaked at $2.58M in Q1 2024.
  • 1,833 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.