Forvis Mazars Wealth Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $9M | Buy |
157,908
+4,130
| +3% | +$220K | 0.15% | 68 |
|
|
2026
Q1 | $7.5M | Sell |
153,778
-206
| -0.1% | -$10.6K | 0.14% | 74 |
|
|
2025
Q4 | $8.47M | Buy |
153,984
+5,122
| +3% | +$271K | 0.16% | 67 |
|
|
2025
Q3 | $7.68M | Sell |
148,862
-2,665
| -2% | -$130K | 0.15% | 72 |
|
|
2025
Q2 | $7.17M | Buy |
151,527
+1,883
| +1% | +$79.2K | 0.15% | 74 |
|
|
2025
Q1 | $6.24M | Buy |
149,644
+6,128
| +4% | +$273K | 0.15% | 75 |
|
|
2024
Q4 | $6.31M | Sell |
143,516
-1,575
| -1% | -$69.3K | 0.15% | 77 |
|
|
2024
Q3 | $5.76M | Buy |
145,091
+5,553
| +4% | +$223K | 0.13% | 85 |
|
|
2024
Q2 | $5.55M | Sell |
139,538
-5,559
| -4% | -$213K | 0.14% | 83 |
|
|
2024
Q1 | $5.5M | Buy |
145,097
+4,392
| +3% | +$151K | 0.14% | 83 |
|
|
2023
Q4 | $4.74M | Sell |
140,705
-5,170
| -4% | -$151K | 0.13% | 86 |
|
|
2023
Q3 | $3.99M | Sell |
145,875
-35,049
| -19% | -$1.04M | 0.12% | 98 |
|
|
2023
Q2 | $5.19M | Buy |
180,924
+51,429
| +40% | +$1.47M | 0.15% | 95 |
|
|
2023
Q1 | $3.7M | Buy |
129,495
+10,265
| +9% | +$339K | 0.12% | 105 |
|
|
2022
Q4 | $3.95M | Buy |
119,230
+1,006
| +0.9% | +$34.7K | 0.14% | 94 |
|
|
2022
Q3 | $3.57M | Buy |
118,224
+814
| +0.7% | +$27.2K | 0.14% | 93 |
|
|
2022
Q2 | $3.65M | Buy |
117,410
+16,862
| +17% | +$607K | 0.15% | 84 |
|
|
2022
Q1 | $4.14M | Buy |
100,548
+12,043
| +14% | +$543K | 0.18% | 65 |
|
|
2021
Q4 | $3.94M | Buy |
88,505
+159
| +0.2% | +$7.24K | 0.17% | 65 |
|
|
2021
Q3 | $3.75M | Sell |
88,346
-44
| -0% | -$1.77K | 0.17% | 62 |
|
|
2021
Q2 | $3.64M | Sell |
88,390
-5,931
| -6% | -$243K | 0.17% | 61 |
|
|
2021
Q1 | $3.65M | Sell |
94,321
-35,155
| -27% | -$1.21M | 0.18% | 60 |
|
|
2020
Q4 | $3.92M | Buy |
129,476
+7,200
| +6% | +$193K | 0.2% | 58 |
|
|
2020
Q3 | $2.95M | Buy |
122,276
+6,975
| +6% | +$174K | 0.17% | 65 |
|
|
2020
Q2 | $2.74M | Buy |
115,301
+37,218
| +48% | +$879K | 0.18% | 64 |
|
|
2020
Q1 | $1.66M | Buy |
78,083
+31,071
| +66% | +$931K | 0.14% | 79 |
|
|
2019
Q4 | $1.66M | Buy |
47,012
+3,717
| +9% | +$120K | 0.12% | 97 |
|
|
2019
Q3 | $1.26M | Buy |
43,295
+2,598
| +6% | +$74.7K | 0.1% | 104 |
|
|
2019
Q2 | $1.18M | Sell |
40,697
-2,559
| -6% | -$73.8K | 0.1% | 105 |
|
|
2019
Q1 | $1.19M | Buy |
43,256
+1,126
| +3% | +$31.8K | 0.1% | 102 |
|
|
2018
Q4 | $1.04M | Buy |
42,130
+3,703
| +10% | +$100K | 0.11% | 92 |
|
|
2018
Q3 | $1.13M | Sell |
38,427
-1,364
| -3% | -$41.5K | 0.1% | 99 |
|
|
2018
Q2 | $1.12M | Sell |
39,791
-61
| -0.2% | -$1.82K | 0.11% | 97 |
|
|
2018
Q1 | $1.2M | Sell |
39,852
-9,819
| -20% | -$308K | 0.12% | 92 |
|
|
2017
Q4 | $1.47M | Buy |
49,671
+195
| +0.4% | +$5.38K | 0.15% | 81 |
|
|
2017
Q3 | $1.25M | Sell |
49,476
-1,466
| -3% | -$35.6K | 0.14% | 81 |
|
|
2017
Q2 | $1.24M | Buy |
50,942
+2,070
| +4% | +$48.3K | 0.14% | 82 |
|
|
2017
Q1 | $1.15M | Sell |
48,872
-64
| -0.1% | -$1.52K | 0.14% | 81 |
|
|
2016
Q4 | $1.08M | Buy |
48,936
+5,786
| +13% | +$111K | 0.14% | 80 |
|
|
2016
Q3 | $675K | Buy |
43,150
+9,816
| +29% | +$146K | 0.09% | 98 |
|
|
2016
Q2 | $442K | Sell |
33,334
-4,194
| -11% | -$58.9K | 0.07% | 113 |
|
|
2016
Q1 | $507K | Buy |
37,528
+1,059
| +3% | +$14.3K | 0.08% | 106 |
|
|
2015
Q4 | $614K | Buy |
36,469
+2,596
| +8% | +$43.9K | 0.09% | 94 |
|
|
2015
Q3 | $528K | Sell |
33,873
-14,796
| -30% | -$249K | 0.09% | 95 |
|
|
2015
Q2 | $828K | Sell |
48,669
-6,308
| -11% | -$104K | 0.12% | 84 |
|
|
2015
Q1 | $846K | Buy |
54,977
+21,872
| +66% | +$351K | 0.12% | 87 |
|
|
2014
Q4 | $592K | Buy |
33,105
+2,623
| +9% | +$44.9K | 0.1% | 89 |
|
|
2014
Q3 | $520K | Sell |
30,482
-360
| -1% | -$5.73K | 0.09% | 90 |
|
|
2014
Q2 | $474K | Sell |
30,842
-6,602
| -18% | -$103K | 0.08% | 94 |
|
|
2014
Q1 | $643K | Buy |
37,444
+1,973
| +6% | +$33.2K | 0.11% | 89 |
|
|
2013
Q4 | $552K | Sell |
35,471
-447
| -1% | -$6.63K | 0.1% | 103 |
|
|
2013
Q3 | $496K | Sell |
35,918
-2,170
| -6% | -$31K | 0.1% | 102 |
|
|
2013
Q2 | $490K | Buy |
+38,088
| New | +$486K | 0.39% | 63 |
|
Other funds holding BAC
Forvis Mazars Wealth Advisors's BAC Position: Q2 2026 in Review
Forvis Mazars Wealth Advisors increased its Bank of America (BAC) stake by 2.7% in Q2 2026, buying an estimated $220K and bringing the position to 157,908 shares worth $9M. The position accounts for 0.15% of the portfolio, ranked #68.
Forvis Mazars Wealth Advisors first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Forvis Mazars Wealth Advisors held 157,908 shares of Bank of America worth $9M as of Q2 2026.
- Forvis Mazars Wealth Advisors bought 4,130 Bank of America shares in Q2 2026, an estimated $220K.
- Bank of America made up 0.15% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #68 holding.
- Forvis Mazars Wealth Advisors first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.