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Juncture Wealth Strategies’s Bank of America BAC Stock Holding History

Juncture Wealth Strategies’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 		$292K Hold
5,129
– – 0.08% 154
2026
Q1 		$250K Hold
5,129
– – 0.08% 120
2025
Q4 		$282K Hold
5,129
– – 0.09% 111
2025
Q3 		$265K Hold
5,129
– – 0.09% 113
2025
Q2 		$243K Buy
5,129
+1
+0% +$42 0.09% 110
2025
Q1 		$214K Buy
5,128
+256
+5% +$11.4K 0.08% 116
2024
Q4 		$214K Buy
+4,872
New +$214K 0.08% 122

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Juncture Wealth Strategies's BAC Position: Q2 2026 in Review

Juncture Wealth Strategies held its Bank of America (BAC) position steady in Q2 2026 at 5,129 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #154.

Juncture Wealth Strategies first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,721 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Juncture Wealth Strategies held 5,129 shares of Bank of America worth $292K as of Q2 2026.
  • Juncture Wealth Strategies left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.08% of Juncture Wealth Strategies's portfolio in Q2 2026, its #154 holding.
  • Juncture Wealth Strategies first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 1,721 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.