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Five Oceans Advisors’s Bank of America BAC Stock Holding History

Five Oceans 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 		$667K Buy
11,701
+77
+0.7% +$4.09K 0.21% 61
2026
Q1 		$567K Sell
11,624
-91
-0.8% -$4.7K 0.21% 61
2025
Q4 		$644K Buy
11,715
+21
+0.2% +$1.11K 0.23% 56
2025
Q3 		$603K Sell
11,694
-636
-5% -$31K 0.22% 57
2025
Q2 		$583K Buy
12,330
+405
+3% +$17K 0.25% 56
2025
Q1 		$498K Buy
11,925
+56
+0.5% +$2.5K 0.24% 60
2024
Q4 		$522K Buy
11,869
+141
+1% +$6.2K 0.24% 60
2024
Q3 		$465K Buy
11,728
+40
+0.3% +$1.6K 0.22% 66
2024
Q2 		$465K Buy
11,688
+4,298
+58% +$165K 0.24% 66
2024
Q1 		$280K Buy
7,390
+76
+1% +$2.61K 0.14% 130
2023
Q4 		$246K Buy
+7,314
New +$213K 0.14% 133
2023
Q3 		– Sell
-7,318
Closed -$210K – 149
2023
Q2 		$210K Buy
7,318
+158
+2% +$4.51K 0.14% 137
2023
Q1 		$205K Sell
7,160
-1,796
-20% -$59.3K 0.13% 142
2022
Q4 		$297K Sell
8,956
-403
-4% -$13.9K 0.21% 100
2022
Q3 		$283K Buy
9,359
+1,734
+23% +$58K 0.22% 93
2022
Q2 		$237K Buy
7,625
+708
+10% +$25.5K 0.18% 106
2022
Q1 		$285K Buy
6,917
+219
+3% +$9.88K 0.25% 77
2021
Q4 		$298K Buy
6,698
+741
+12% +$33.8K 0.26% 78
2021
Q3 		$253K Buy
+5,957
New +$240K 0.29% 75

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

Five Oceans Advisors's BAC Position: Q2 2026 in Review

Five Oceans Advisors increased its Bank of America (BAC) stake by 0.66% in Q2 2026, buying an estimated $4.09K and bringing the position to 11,701 shares worth $667K. The position accounts for 0.21% of the portfolio, ranked #61.

Five Oceans Advisors first reported a position in BAC in Q3 2021 and has held it in 19 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Five Oceans Advisors held 11,701 shares of Bank of America worth $667K as of Q2 2026.
  • Five Oceans Advisors bought 77 Bank of America shares in Q2 2026, an estimated $4.09K.
  • Bank of America made up 0.21% of Five Oceans Advisors's portfolio in Q2 2026, its #61 holding.
  • Five Oceans Advisors first reported a position in Bank of America in Q3 2021 and has held it in 19 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.