Gratus Wealth Advisors’s Bank of America BAC Stock Holding History

Gratus Wealth Advisors’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	$2.49M	Buy	43,746 +9,347	+27%	+$497K	0.32%	32
2026 Q1	$1.68M	Buy	34,399 +4,945	+17%	+$255K	0.24%	32
2025 Q4	$1.62M	Sell	29,454 -4,480	-13%	-$237K	0.22%	35
2025 Q3	$1.75M	Sell	33,934 -176	-0.5%	-$8.59K	0.25%	34
2025 Q2	$1.61M	Sell	34,110 -8,488	-20%	-$357K	0.24%	36
2025 Q1	$1.78M	Buy	42,598 +11	+0%	+$490	0.29%	32
2024 Q4	$1.87M	Sell	42,587 -14,395	-25%	-$633K	0.3%	32
2024 Q3	$2.28M	Buy	56,982 +8,857	+18%	+$355K	0.37%	34
2024 Q2	$2.06M	Buy	48,125 +10	+0%	+$383	0.36%	34
2024 Q1	$1.72M	Buy	48,115 +513	+1%	+$17.6K	0.32%	37
2023 Q4	$1.6M	Buy	+47,602	New	+$1.39M	0.32%	40

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Gratus Wealth Advisors's BAC Position: Q2 2026 in Review

Gratus Wealth Advisors increased its Bank of America (BAC) stake by 27% in Q2 2026, buying an estimated $497K and bringing the position to 43,746 shares worth $2.49M. The position accounts for 0.32% of the portfolio, ranked #32.

Gratus Wealth Advisors first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 1,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Gratus Wealth Advisors held 43,746 shares of Bank of America worth $2.49M as of Q2 2026.
Gratus Wealth Advisors bought 9,347 Bank of America shares in Q2 2026, an estimated $497K.
Bank of America made up 0.32% of Gratus Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Gratus Wealth Advisors first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
1,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.