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Global Wealth Strategies & Associates’s Bank of America BAC Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-455
Closed -$22.2K – 128
2026
Q1 		$22.2K Buy
455
+55
+14% +$2.84K 0.01% 241
2025
Q4 		$22K Buy
+400
New +$21.1K 0.01% 232

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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

Global Wealth Strategies & Associates's BAC Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Bank of America (BAC) in Q2 2026, closing a stake of 455 shares — an estimated $22.2K sold.

Global Wealth Strategies & Associates first reported a position in BAC in Q4 2025 and held it in 2 quarters. The position peaked at $22.2K in Q1 2026. 1,189 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 455 Bank of America shares in Q2 2026, an estimated $22.2K.
  • Global Wealth Strategies & Associates first reported a position in Bank of America in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Bank of America position peaked at $22.2K in Q1 2026.
  • 1,189 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.