Flywheel Private Wealth’s Bank of America BAC Stock Holding History

Flywheel Private Wealth’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	$332K	Hold	5,825	–	–	0.16%	68
2026 Q1	$284K	Hold	5,825	–	–	0.16%	79
2025 Q4	$320K	Hold	5,825	–	–	0.2%	55
2025 Q3	$301K	Hold	5,825	–	–	0.23%	59
2025 Q2	$276K	Hold	5,825	–	–	0.22%	64
2025 Q1	$243K	Hold	5,825	–	–	0.22%	73
2024 Q4	$256K	Buy	+5,825	New	+$256K	0.24%	72

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Flywheel Private Wealth's BAC Position: Q2 2026 in Review

Flywheel Private Wealth held its Bank of America (BAC) position steady in Q2 2026 at 5,825 shares worth $332K. The position accounts for 0.16% of the portfolio, ranked #68.

Flywheel Private Wealth first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Flywheel Private Wealth held 5,825 shares of Bank of America worth $332K as of Q2 2026.
Flywheel Private Wealth left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.16% of Flywheel Private Wealth's portfolio in Q2 2026, its #68 holding.
Flywheel Private Wealth first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.