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

Lodestone 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	$2.16M	Sell	37,896 -2,281	-6%	-$121K	0.76%	37
2026 Q1	$1.96M	Sell	40,177 -2,106	-5%	-$109K	0.78%	39
2025 Q4	$2.33M	Sell	42,283 -7,610	-15%	-$402K	0.95%	33
2025 Q3	$2.57M	Sell	49,893 -34,115	-41%	-$1.66M	1.16%	25
2025 Q2	$3.98M	Buy	84,008 +25,571	+44%	+$1.08M	1.94%	10
2025 Q1	$2.44M	Sell	58,437 -9,235	-14%	-$412K	1.3%	23
2024 Q4	$2.97M	Sell	67,672 -3,467	-5%	-$153K	1.49%	21
2024 Q3	$2.82M	Buy	71,139 +42	+0.1%	+$1.68K	1.41%	24
2024 Q2	$2.83M	Buy	71,097 +293	+0.4%	+$11.2K	1.49%	23
2024 Q1	$2.68M	Sell	70,804 -902	-1%	-$31K	1.41%	23
2023 Q4	$2.41M	Buy	71,706 +7,568	+12%	+$220K	1.4%	24
2023 Q3	$1.76M	Sell	64,138 -6,060	-9%	-$179K	1.23%	28
2023 Q2	$2.01M	Sell	70,198 -4,022	-5%	-$115K	1.38%	22
2023 Q1	$1.68M	Buy	74,220 +15,533	+26%	+$513K	1.29%	28
2022 Q4	$1.94M	Buy	+58,687	New	+$2.02M	1.57%	16

Other funds holding BAC

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Lodestone Wealth Management reduced its Bank of America (BAC) stake by 5.7% in Q2 2026, selling an estimated $121K and leaving 37,896 shares worth $2.16M. The position accounts for 0.76% of the portfolio, ranked #37.

Lodestone Wealth Management first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.98M in Q2 2025. 1,424 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Lodestone Wealth Management held 37,896 shares of Bank of America worth $2.16M as of Q2 2026.
Lodestone Wealth Management sold 2,281 Bank of America shares in Q2 2026, an estimated $121K.
Bank of America made up 0.76% of Lodestone Wealth Management's portfolio in Q2 2026, its #37 holding.
Lodestone Wealth Management first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
Lodestone Wealth Management's Bank of America position peaked at $3.98M in Q2 2025.
1,424 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.