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Graves Light Lenhart Wealth’s Bank of America BAC Stock Holding History

Graves Light Lenhart Wealth’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 		$1.42M Buy
24,929
+128
+0.5% +$6.81K 0.13% 71
2026
Q1 		$1.21M Buy
24,801
+9
+0% +$464 0.13% 72
2025
Q4 		$1.36M Buy
24,792
+5
+0% +$264 0.14% 71
2025
Q3 		$1.28M Sell
24,787
-204
-0.8% -$9.95K 0.14% 76
2025
Q2 		$1.18M Buy
24,991
+8
+0% +$337 0.14% 76
2025
Q1 		$1.04M Buy
24,983
+81
+0.3% +$3.61K 0.13% 77
2024
Q4 		$1.09M Buy
24,902
+8
+0% +$352 0.14% 79
2024
Q3 		$988K Sell
24,894
-191
-0.8% -$7.66K 0.12% 82
2024
Q2 		$1M Buy
25,085
+17
+0.1% +$652 0.11% 81
2024
Q1 		$951K Sell
25,068
-90
-0.4% -$3.09K 0.11% 83
2023
Q4 		$847K Sell
25,158
-111
-0.4% -$3.23K 0.11% 87
2023
Q3 		$659K Buy
25,269
+24
+0.1% +$710 0.09% 92
2023
Q2 		$724K Buy
25,245
+2,103
+9% +$60K 0.1% 99
2023
Q1 		$662K Sell
23,142
-107
-0.5% -$3.53K 0.1% 92
2022
Q4 		$770K Buy
23,249
+10
+0% +$344 0.12% 92
2022
Q3 		$702K Hold
23,239
– – 0.12% 93
2022
Q2 		$723K Buy
23,239
+9
+0% +$324 0.11% 94
2022
Q1 		$958K Buy
23,230
+1,480
+7% +$66.8K 0.13% 83
2021
Q4 		$968K Buy
21,750
+763
+4% +$34.8K 0.14% 82
2021
Q3 		$891K Buy
20,987
+6
+0% +$242 0.14% 75
2021
Q2 		$865K Sell
20,981
-712
-3% -$29.2K 0.14% 75
2021
Q1 		$839K Buy
21,693
+7
+0% +$242 0.14% 76
2020
Q4 		$657K Sell
21,686
-764
-3% -$20.5K 0.12% 83
2020
Q3 		$541K Buy
22,450
+109
+0.5% +$2.71K 0.12% 85
2020
Q2 		$531K Sell
22,341
-10
-0% -$236 0.12% 86
2020
Q1 		$475K Buy
22,351
+11
+0% +$330 0.13% 85
2019
Q4 		$787K Sell
22,340
-932
-4% -$30.1K 0.17% 77
2019
Q3 		$728K Buy
23,272
+947
+4% +$27.2K 0.16% 82
2019
Q2 		$647K Buy
22,325
+2,004
+10% +$57.8K 0.15% 82
2019
Q1 		$561K Buy
20,321
+534
+3% +$15.1K 0.14% 83
2018
Q4 		$488K Buy
+19,787
New +$537K 0.14% 85

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

Graves Light Lenhart Wealth's BAC Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its Bank of America (BAC) stake by 0.52% in Q2 2026, buying an estimated $6.81K and bringing the position to 24,929 shares worth $1.42M. The position accounts for 0.13% of the portfolio, ranked #71.

Graves Light Lenhart Wealth first reported a position in BAC in Q4 2018 and has held it in 31 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Graves Light Lenhart Wealth held 24,929 shares of Bank of America worth $1.42M as of Q2 2026.
  • Graves Light Lenhart Wealth bought 128 Bank of America shares in Q2 2026, an estimated $6.81K.
  • Bank of America made up 0.13% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #71 holding.
  • Graves Light Lenhart Wealth first reported a position in Bank of America in Q4 2018 and has held it in 31 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.