Leslie Global Wealth’s Bank of America BAC Stock Holding History

Leslie Global 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	$806K	Sell	14,140 -384	-3%	-$20.4K	0.31%	36
2026 Q1	$708K	Sell	14,524 -291	-2%	-$15K	0.37%	29
2025 Q4	$815K	Buy	14,815 +117	+0.8%	+$6.18K	0.37%	28
2025 Q3	$758K	Buy	14,698 +341	+2%	+$16.6K	0.36%	30
2025 Q2	$679K	Sell	14,357 -62	-0.4%	-$2.61K	0.36%	34
2025 Q1	$602K	Sell	14,419 -106	-0.7%	-$4.72K	0.29%	35
2024 Q4	$638K	Buy	14,525 +169	+1%	+$7.43K	0.3%	36
2024 Q3	$570K	Buy	+14,356	New	+$575K	0.28%	37

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

Leslie Global Wealth's BAC Position: Q2 2026 in Review

Leslie Global Wealth reduced its Bank of America (BAC) stake by 2.6% in Q2 2026, selling an estimated $20.4K and leaving 14,140 shares worth $806K. The position accounts for 0.31% of the portfolio, ranked #36.

Leslie Global Wealth first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $815K in Q4 2025. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Leslie Global Wealth held 14,140 shares of Bank of America worth $806K as of Q2 2026.
Leslie Global Wealth sold 384 Bank of America shares in Q2 2026, an estimated $20.4K.
Bank of America made up 0.31% of Leslie Global Wealth's portfolio in Q2 2026, its #36 holding.
Leslie Global Wealth first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
Leslie Global Wealth's Bank of America position peaked at $815K in Q4 2025.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.