Lakeridge Wealth Management’s Bank of America BAC Stock Holding History

Lakeridge Wealth Management’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	$276K	Buy	4,852 +178	+4%	+$9.47K	0.1%	151
2026 Q1	$228K	Buy	4,674 +234	+5%	+$12.1K	0.1%	155
2025 Q4	$244K	Buy	4,440 +276	+7%	+$14.6K	0.11%	143
2025 Q3	$215K	Buy	+4,164	New	+$203K	0.1%	143
2024 Q4	–	Sell	-9,113	Closed	-$362K	–	154
2024 Q3	$362K	Buy	9,113 +6	+0.1%	+$240	0.2%	99
2024 Q2	$362K	Buy	9,107 +5	+0.1%	+$192	0.22%	94
2024 Q1	$345K	Sell	9,102 -8,160	-47%	-$280K	0.22%	88
2023 Q4	$581K	Buy	+17,262	New	+$503K	0.42%	48

Other funds holding BAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Lakeridge Wealth Management's BAC Position: Q2 2026 in Review

Lakeridge Wealth Management increased its Bank of America (BAC) stake by 3.8% in Q2 2026, buying an estimated $9.47K and bringing the position to 4,852 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #151.

Lakeridge Wealth Management first reported a position in BAC in Q4 2023 and has held it in 8 quarters since. The position peaked at $581K in Q4 2023. 594 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Lakeridge Wealth Management held 4,852 shares of Bank of America worth $276K as of Q2 2026.
Lakeridge Wealth Management bought 178 Bank of America shares in Q2 2026, an estimated $9.47K.
Bank of America made up 0.1% of Lakeridge Wealth Management's portfolio in Q2 2026, its #151 holding.
Lakeridge Wealth Management first reported a position in Bank of America in Q4 2023 and has held it in 8 quarters since.
Lakeridge Wealth Management's Bank of America position peaked at $581K in Q4 2023.
594 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.