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GoalVest Advisory’s Bank of America BAC Stock Holding History

GoalVest Advisory’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 		$2.63M Buy
46,164
+7,003
+18% +$372K 0.49% 30
2026
Q1 		$1.91M Buy
39,161
+17,090
+77% +$882K 0.37% 41
2025
Q4 		$1.21M Buy
22,071
+19,563
+780% +$1.03M 0.23% 75
2025
Q3 		$129K Hold
2,508
– – 0.03% 155
2025
Q2 		$119K Sell
2,508
-26
-1% -$1.09K 0.03% 159
2025
Q1 		$106K Buy
2,534
+41
+2% +$1.83K 0.03% 146
2024
Q4 		$110K Buy
2,493
+136
+6% +$5.98K 0.03% 144
2024
Q3 		$93.5K Hold
2,357
– – 0.03% 149
2024
Q2 		$93.8K Sell
2,357
-80
-3% -$3.07K 0.03% 135
2024
Q1 		$92.4K Buy
2,437
+80
+3% +$2.75K 0.03% 148
2023
Q4 		$79.4K Sell
2,357
-8
-0.3% -$233 0.03% 106
2023
Q3 		$64.8K Sell
2,365
-72
-3% -$2.13K 0.03% 127
2023
Q2 		$69.9K Sell
2,437
-266
-10% -$7.59K 0.04% 121
2023
Q1 		$77.3K Buy
2,703
+1,229
+83% +$40.6K 0.05% 98
2022
Q4 		$48.8K Hold
1,474
– – 0.03% 110
2022
Q3 		$45K Sell
1,474
-42,339
-97% -$1.42M 0.03% 117
2022
Q2 		$1.37M Sell
43,813
-2,731
-6% -$98.3K 0.87% 31
2022
Q1 		$1.92M Buy
+46,544
New +$2.1M 1.08% 27
2021
Q2 		$1.19M Buy
28,779
+6,794
+31% +$278K 0.74% 41
2021
Q1 		$851K Sell
21,985
-136
-0.6% -$4.69K 0.63% 50
2020
Q4 		$670K Buy
+22,121
New +$593K 0.56% 57

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

GoalVest Advisory's BAC Position: Q2 2026 in Review

GoalVest Advisory increased its Bank of America (BAC) stake by 18% in Q2 2026, buying an estimated $372K and bringing the position to 46,164 shares worth $2.63M. The position accounts for 0.49% of the portfolio, ranked #30.

GoalVest Advisory first reported a position in BAC in Q4 2020 and has held it in 21 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • GoalVest Advisory held 46,164 shares of Bank of America worth $2.63M as of Q2 2026.
  • GoalVest Advisory bought 7,003 Bank of America shares in Q2 2026, an estimated $372K.
  • Bank of America made up 0.49% of GoalVest Advisory's portfolio in Q2 2026, its #30 holding.
  • GoalVest Advisory first reported a position in Bank of America in Q4 2020 and has held it in 21 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.