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KWB Wealth’s Bank of America BAC Stock Holding History

KWB 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 		$630K Buy
11,056
+373
+3% +$19.8K 0.05% 102
2026
Q1 		$588K Hold
10,683
– – 0.06% 88
2025
Q4 		$588K Buy
10,683
+71
+0.7% +$3.75K 0.06% 94
2025
Q3 		$502K Buy
10,612
+37
+0.3% +$1.8K 0.06% 87
2025
Q2 		$441K Buy
10,575
+41
+0.4% +$1.73K 0.05% 94
2025
Q1 		$463K Buy
10,534
+224
+2% +$9.98K 0.06% 100
2024
Q4 		$409K Sell
10,310
-156
-1% -$6.86K 0.05% 98
2024
Q3 		$416K Buy
10,466
+40
+0.4% +$1.6K 0.05% 91
2024
Q2 		$395K Hold
10,426
– – 0.05% 92
2024
Q1 		$395K Sell
10,426
-2,385
-19% -$81.9K 0.05% 92
2023
Q4 		$431K Buy
12,811
+102
+0.8% +$2.97K 0.06% 82
2023
Q3 		$365K Sell
12,709
-1,659
-12% -$49.1K 0.06% 91
2023
Q2 		$412K Sell
14,368
-1,373
-9% -$39.2K 0.07% 86
2023
Q1 		$521K Buy
15,741
+7,659
+95% +$253K 0.1% 69
2022
Q4 		$268K Sell
8,082
-4,441
-35% -$153K 0.05% 97
2022
Q3 		$378K Buy
12,523
+44
+0.4% +$1.47K 0.08% 73
2022
Q2 		$388K Buy
12,479
+72
+0.6% +$2.59K 0.07% 73
2022
Q1 		$552K Hold
12,407
– – 0.09% 53
2021
Q4 		$552K Buy
12,407
+29
+0.2% +$1.32K 0.09% 53
2021
Q3 		$525K Buy
12,378
+50
+0.4% +$2.01K 0.09% 53
2021
Q2 		$477K Hold
12,328
– – 0.09% 52
2021
Q1 		$477K Buy
12,328
+201
+2% +$6.94K 0.09% 52
2020
Q4 		$368K Buy
+12,127
New +$325K 0.08% 56

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

KWB Wealth's BAC Position: Q2 2026 in Review

KWB Wealth increased its Bank of America (BAC) stake by 3.5% in Q2 2026, buying an estimated $19.8K and bringing the position to 11,056 shares worth $630K. The position accounts for 0.05% of the portfolio, ranked #102.

KWB Wealth first reported a position in BAC in Q4 2020 and has held it in 23 quarters since. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • KWB Wealth held 11,056 shares of Bank of America worth $630K as of Q2 2026.
  • KWB Wealth bought 373 Bank of America shares in Q2 2026, an estimated $19.8K.
  • Bank of America made up 0.05% of KWB Wealth's portfolio in Q2 2026, its #102 holding.
  • KWB Wealth first reported a position in Bank of America in Q4 2020 and has held it in 23 quarters since.
  • 649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.