LifeGoal Wealth Advisors’s Bank of America BAC Stock Holding History

LifeGoal Wealth Advisors’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	$330K	Buy	+5,789	New	+$308K	0.15%	91

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) 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

LifeGoal Wealth Advisors's BAC Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in Bank of America (BAC) in Q2 2026: 5,789 shares worth $330K. The stake represents 0.15% of the portfolio and ranks #91 among its holdings.

1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

LifeGoal Wealth Advisors held 5,789 shares of Bank of America worth $330K as of Q2 2026.
Bank of America was a new LifeGoal Wealth Advisors position in Q2 2026.
Bank of America made up 0.15% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #91 holding.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.