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

LongView 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	–	Sell	-5,208	Closed	-$278K	–	229
2026 Q1	$278K	Sell	5,208 -11,660	-69%	-$602K	0.07%	203
2025 Q4	$931K	Buy	16,868 +5,990	+55%	+$317K	0.22%	91
2025 Q3	$561K	Sell	10,878 -157	-1%	-$7.66K	0.15%	118
2025 Q2	$522K	Sell	11,035 -495	-4%	-$20.8K	0.16%	115
2025 Q1	$481K	Sell	11,530 -1,293	-10%	-$57.6K	0.14%	120
2024 Q4	$564K	Buy	12,823 +1,408	+12%	+$61.9K	0.17%	109
2024 Q3	$453K	Sell	11,415 -329	-3%	-$13.2K	0.14%	118
2024 Q2	$467K	Sell	11,744 -148	-1%	-$5.67K	0.17%	101
2024 Q1	$451K	Sell	11,892 -114	-0.9%	-$3.91K	0.18%	108
2023 Q4	$404K	Buy	+12,006	New	+$350K	0.18%	109

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

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

LongView Wealth Management sold out of Bank of America (BAC) in Q2 2026, closing a stake of 5,208 shares — an estimated $278K sold.

LongView Wealth Management first reported a position in BAC in Q4 2023 and held it in 10 quarters. The position peaked at $931K in Q4 2025. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

LongView Wealth Management reported no remaining Bank of America position as of Q2 2026 after selling out during the quarter.
LongView Wealth Management sold 5,208 Bank of America shares in Q2 2026, an estimated $278K.
LongView Wealth Management first reported a position in Bank of America in Q4 2023 and held it in 10 quarters.
LongView Wealth Management's Bank of America position peaked at $931K in Q4 2025.
649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.