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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Bank of America BAC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$799K Buy
14,019
+1,092
+8% +$58.1K 0.22% 73
2026
Q1 		$630K Sell
12,927
-423
-3% -$21.8K 0.19% 85
2025
Q4 		$734K Buy
+13,350
New +$706K 0.22% 70
2025
Q2 		– Sell
-226
Closed -$9.45K – 501
2025
Q1 		$9.45K Buy
226
+1
+0.4% +$45 ﹤0.01% 366
2024
Q4 		$9.89K Buy
+225
New +$9.9K ﹤0.01% 366

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BAC Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Bank of America (BAC) stake by 8.4% in Q2 2026, buying an estimated $58.1K and bringing the position to 14,019 shares worth $799K. The position accounts for 0.22% of the portfolio, ranked #73.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BAC in Q4 2024 and has held it in 5 quarters since. 2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 14,019 shares of Bank of America worth $799K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1,092 Bank of America shares in Q2 2026, an estimated $58.1K.
  • Bank of America made up 0.22% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #73 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Bank of America in Q4 2024 and has held it in 5 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.