Grey Fox Wealth Advisors’s Bank of America BAC Stock Holding History

Grey Fox 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	$227K	Buy	+3,992	New	+$212K	0.04%	160
2025 Q4	–	Sell	-1,075	Closed	-$55.4K	–	174
2025 Q3	$55.4K	Buy	+1,075	New	+$52.4K	0.01%	249
2023 Q2	–	Sell	-1,261	Closed	-$36.1K	–	136
2023 Q1	$36.1K	Buy	1,261 +200	+19%	+$6.6K	0.02%	210
2022 Q4	$35.1K	Buy	+1,061	New	+$36.5K	0.02%	192

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

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 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

Grey Fox Wealth Advisors's BAC Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in Bank of America (BAC) in Q2 2026: 3,992 shares worth $227K. The stake represents 0.04% of the portfolio and ranks #160 among its holdings. This is a return to the name: Grey Fox Wealth Advisors previously reported a position in BAC as recently as Q3 2025.

Grey Fox Wealth Advisors first reported a position in BAC in Q4 2022 and has held it in 4 quarters since. 950 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Grey Fox Wealth Advisors held 3,992 shares of Bank of America worth $227K as of Q2 2026.
Bank of America was a new Grey Fox Wealth Advisors position in Q2 2026.
Bank of America made up 0.04% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #160 holding.
Grey Fox Wealth Advisors first reported a position in Bank of America in Q4 2022 and has held it in 4 quarters since.
950 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.