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Invested Advisors’s Bank of America BAC Stock Holding History

Invested 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 		$374K Sell
6,569
-287
-4% -$15.3K 0.33% 86
2026
Q1 		$334K Sell
6,856
-65
-0.9% -$3.35K 0.34% 89
2025
Q4 		$381K Sell
6,921
-117
-2% -$6.18K 0.39% 75
2025
Q3 		$325K Buy
+7,038
New +$343K 0.47% 60

Other funds holding BAC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Invested Advisors's BAC Position: Q2 2026 in Review

Invested Advisors reduced its Bank of America (BAC) stake by 4.2% in Q2 2026, selling an estimated $15.3K and leaving 6,569 shares worth $374K. The position accounts for 0.33% of the portfolio, ranked #86.

Invested Advisors first reported a position in BAC in Q3 2025 and has held it in 4 quarters since. The position peaked at $381K in Q4 2025. 2,058 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Invested Advisors held 6,569 shares of Bank of America worth $374K as of Q2 2026.
  • Invested Advisors sold 287 Bank of America shares in Q2 2026, an estimated $15.3K.
  • Bank of America made up 0.33% of Invested Advisors's portfolio in Q2 2026, its #86 holding.
  • Invested Advisors first reported a position in Bank of America in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Bank of America position peaked at $381K in Q4 2025.
  • 2,058 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.