Financial Engines Advisors’s Bank of America BAC Stock Holding History

Financial Engines 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	$2.43M	Buy	42,606 +57	+0.1%	+$3.03K	﹤0.01%	220
2026 Q1	$2.07M	Sell	42,549 -1,799	-4%	-$92.8K	﹤0.01%	226
2025 Q4	$2.44M	Buy	44,348 +1,289	+3%	+$68.1K	﹤0.01%	215
2025 Q3	$2.22M	Buy	43,059 +7,675	+22%	+$374K	﹤0.01%	226
2025 Q2	$1.67M	Buy	35,384 +9,945	+39%	+$418K	﹤0.01%	237
2025 Q1	$1.06M	Buy	25,439 +1,215	+5%	+$54.1K	﹤0.01%	253
2024 Q4	$1.06M	Buy	24,224 +19,000	+364%	+$836K	﹤0.01%	253
2024 Q3	$207K	Buy	+5,224	New	+$209K	﹤0.01%	361
2024 Q2	–	Sell	-5,757	Closed	-$218K	–	353
2024 Q1	$218K	Buy	+5,757	New	+$198K	﹤0.01%	321
2023 Q4	–	Sell	-8,085	Closed	-$222K	–	321
2023 Q3	$222K	Buy	+8,085	New	+$239K	﹤0.01%	270
2022 Q3	–	Sell	-7,231	Closed	-$225K	–	289
2022 Q2	$225K	Sell	7,231 -752	-9%	-$27.1K	﹤0.01%	280
2022 Q1	$329K	Buy	7,983 +741	+10%	+$33.4K	﹤0.01%	241
2021 Q4	$322K	Sell	7,242 -1,821	-20%	-$83K	﹤0.01%	207
2021 Q3	$384K	Buy	+9,063	New	+$365K	﹤0.01%	196
2021 Q2	–	Sell	-10,064	Closed	-$389K	–	215
2021 Q1	$389K	Buy	10,064 +3,385	+51%	+$117K	﹤0.01%	184
2020 Q4	$202K	Buy	+6,679	New	+$179K	﹤0.01%	249

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Engines Advisors's BAC Position: Q2 2026 in Review

Financial Engines Advisors increased its Bank of America (BAC) stake by 0.13% in Q2 2026, buying an estimated $3.03K and bringing the position to 42,606 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Financial Engines Advisors first reported a position in BAC in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.44M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Financial Engines Advisors held 42,606 shares of Bank of America worth $2.43M as of Q2 2026.
Financial Engines Advisors bought 57 Bank of America shares in Q2 2026, an estimated $3.03K.
Bank of America made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #220 holding.
Financial Engines Advisors first reported a position in Bank of America in Q4 2020 and has held it in 16 quarters since.
Financial Engines Advisors's Bank of America position peaked at $2.44M in Q4 2025.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.