Forza Wealth Management’s Bank of America BAC Stock Holding History

Forza Wealth Management’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	$918K	Hold	16,119	–	–	0.28%	80
2026 Q1	$786K	Sell	16,119 -142	-0.9%	-$7.33K	0.27%	86
2025 Q4	$894K	Hold	16,261	–	–	0.32%	75
2025 Q3	$839K	Hold	16,261	–	–	0.32%	75
2025 Q2	$769K	Hold	16,261	–	–	0.32%	83
2025 Q1	$679K	Hold	16,261	–	–	0.31%	82
2024 Q4	$715K	Hold	16,261	–	–	0.33%	78
2024 Q3	$645K	Buy	16,261 +509	+3%	+$20.4K	0.3%	89
2024 Q2	$626K	Buy	15,752 +284	+2%	+$10.9K	0.32%	82
2024 Q1	$587K	Hold	15,468	–	–	0.31%	90
2023 Q4	$521K	Buy	15,468 +6,800	+78%	+$198K	0.29%	100
2023 Q3	$237K	Hold	8,668	–	–	0.12%	165
2023 Q2	$249K	Buy	8,668 +500	+6%	+$14.3K	0.13%	161
2023 Q1	$234K	Buy	+8,168	New	+$270K	0.12%	162

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

FWIA

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

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 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

Forza Wealth Management's BAC Position: Q2 2026 in Review

Forza Wealth Management held its Bank of America (BAC) position steady in Q2 2026 at 16,119 shares worth $918K. The position accounts for 0.28% of the portfolio, ranked #80.

Forza Wealth Management first reported a position in BAC in Q1 2023 and has held it in 14 quarters since. 829 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Forza Wealth Management held 16,119 shares of Bank of America worth $918K as of Q2 2026.
Forza Wealth Management left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.28% of Forza Wealth Management's portfolio in Q2 2026, its #80 holding.
Forza Wealth Management first reported a position in Bank of America in Q1 2023 and has held it in 14 quarters since.
829 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.