Legacy Wealth Management (Mississippi)’s Bank of America BAC Stock Holding History

Legacy Wealth Management (Mississippi)’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	$3.37M	Sell	59,162 -997	-2%	-$53K	0.87%	20
2026 Q1	$2.93M	Sell	60,159 -16,659	-22%	-$860K	0.84%	24
2025 Q4	$4.22M	Buy	76,818 +11,395	+17%	+$602K	1.13%	18
2025 Q3	$3.38M	Sell	65,423 -11,251	-15%	-$549K	1.02%	22
2025 Q2	$3.63M	Sell	76,674 -2,196	-3%	-$92.4K	1.1%	22
2025 Q1	$3.29M	Sell	78,870 -375	-0.5%	-$16.7K	1.08%	22
2024 Q4	$3.48M	Sell	79,245 -3,100	-4%	-$136K	1.38%	19
2024 Q3	$3.27M	Hold	82,345	–	–	1.2%	24
2024 Q2	$3.27M	Hold	82,345	–	–	1.38%	22
2024 Q1	$3.12M	Sell	82,345 -750	-0.9%	-$25.7K	1.41%	19
2023 Q4	$2.8M	Buy	83,095 +160	+0.2%	+$4.66K	1.35%	20
2023 Q3	$2.27M	Sell	82,935 -900	-1%	-$26.6K	1.18%	22
2023 Q2	$2.41M	Hold	83,835	–	–	1.21%	21
2023 Q1	$2.4M	Buy	+83,835	New	+$2.77M	1.32%	18
2022 Q4	–	Sell	-30,790	Closed	-$930K	–	72
2022 Q3	$930K	Sell	30,790 -37,020	-55%	-$1.24M	0.63%	46
2022 Q2	$2.11M	Buy	+67,810	New	+$2.44M	1.28%	22

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 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

Legacy Wealth Management (Mississippi)'s BAC Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its Bank of America (BAC) stake by 1.7% in Q2 2026, selling an estimated $53K and leaving 59,162 shares worth $3.37M. The position accounts for 0.87% of the portfolio, ranked #20.

Legacy Wealth Management (Mississippi) first reported a position in BAC in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.22M in Q4 2025. 1,048 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Legacy Wealth Management (Mississippi) held 59,162 shares of Bank of America worth $3.37M as of Q2 2026.
Legacy Wealth Management (Mississippi) sold 997 Bank of America shares in Q2 2026, an estimated $53K.
Bank of America made up 0.87% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #20 holding.
Legacy Wealth Management (Mississippi) first reported a position in Bank of America in Q2 2022 and has held it in 16 quarters since.
Legacy Wealth Management (Mississippi)'s Bank of America position peaked at $4.22M in Q4 2025.
1,048 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.