Fifth Third Wealth Advisors’s Bank of America BAC Stock Holding History

Fifth Third 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	$17.3M	Sell	303,779 -1,465	-0.5%	-$77.9K	0.48%	40
2026 Q1	$14.9M	Buy	305,244 +35,076	+13%	+$1.81M	0.5%	35
2025 Q4	$14.9M	Buy	270,168 +5,796	+2%	+$306K	0.52%	33
2025 Q3	$13.6M	Buy	264,372 +11,614	+5%	+$567K	0.5%	34
2025 Q2	$12M	Buy	252,758 +37,201	+17%	+$1.57M	0.5%	36
2025 Q1	$9M	Buy	215,557 +25,096	+13%	+$1.12M	0.47%	32
2024 Q4	$8.37M	Buy	190,461 +10,826	+6%	+$476K	0.45%	33
2024 Q3	$7.13M	Buy	179,635 +34,718	+24%	+$1.39M	0.44%	36
2024 Q2	$5.76M	Buy	144,917 +69,466	+92%	+$2.66M	0.44%	34
2024 Q1	$2.86M	Buy	75,451 +17,196	+30%	+$590K	0.45%	40
2023 Q4	$1.96M	Buy	58,255 +5,539	+11%	+$161K	0.64%	37
2023 Q3	$1.44M	Buy	52,716 +13,730	+35%	+$406K	0.58%	42
2023 Q2	$1.12M	Buy	38,986 +15,813	+68%	+$451K	0.72%	39
2023 Q1	$663K	Buy	+23,173	New	+$765K	1.23%	28

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

Fifth Third Wealth Advisors's BAC Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Bank of America (BAC) stake by 0.48% in Q2 2026, selling an estimated $77.9K and leaving 303,779 shares worth $17.3M. The position accounts for 0.48% of the portfolio, ranked #40.

Fifth Third Wealth Advisors first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Fifth Third Wealth Advisors held 303,779 shares of Bank of America worth $17.3M as of Q2 2026.
Fifth Third Wealth Advisors sold 1,465 Bank of America shares in Q2 2026, an estimated $77.9K.
Bank of America made up 0.48% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Fifth Third Wealth Advisors first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.