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Innova Wealth Partners’s Bank of America BAC Stock Holding History

Innova Wealth Partners’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 		$231K Buy
+4,052
New +$216K 0.09% 159
2026
Q1 		– Sell
-3,969
Closed -$218K – 168
2025
Q4 		$218K Buy
+3,969
New +$210K 0.11% 138

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Innova Wealth Partners's BAC Position: Q2 2026 in Review

Innova Wealth Partners opened a new position in Bank of America (BAC) in Q2 2026: 4,052 shares worth $231K. The stake represents 0.09% of the portfolio and ranks #159 among its holdings. This is a return to the name: Innova Wealth Partners previously reported a position in BAC as recently as Q4 2025.

Innova Wealth Partners first reported a position in BAC in Q4 2025 and has held it in 2 quarters since. 1,634 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Innova Wealth Partners held 4,052 shares of Bank of America worth $231K as of Q2 2026.
  • Bank of America was a new Innova Wealth Partners position in Q2 2026.
  • Bank of America made up 0.09% of Innova Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • Innova Wealth Partners first reported a position in Bank of America in Q4 2025 and has held it in 2 quarters since.
  • 1,634 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.