Maia Wealth’s Bank of America BAC Stock Holding History

Maia 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	$751K	Sell	13,181 -2,636	-17%	-$140K	0.11%	174
2026 Q1	$771K	Sell	15,817 -147	-0.9%	-$7.59K	0.13%	167
2025 Q4	$838K	Buy	15,964 +252	+2%	+$13.3K	0.14%	160
2025 Q3	$839K	Sell	15,712 -444	-3%	-$21.7K	0.14%	160
2025 Q2	$764K	Sell	16,156 -1,178	-7%	-$49.6K	0.15%	157
2025 Q1	$636K	Buy	17,334 +240	+1%	+$10.7K	0.14%	154
2024 Q4	$805K	Buy	17,094 +1,559	+10%	+$68.6K	0.17%	119
2024 Q3	$663K	Buy	15,535 +1,065	+7%	+$42.7K	0.16%	122
2024 Q2	$606K	Buy	+14,470	New	+$555K	0.18%	105
2023 Q4	$425K	Buy	+12,614	New	+$367K	0.17%	118

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

Maia Wealth's BAC Position: Q2 2026 in Review

Maia Wealth reduced its Bank of America (BAC) stake by 17% in Q2 2026, selling an estimated $140K and leaving 13,181 shares worth $751K. The position accounts for 0.11% of the portfolio, ranked #174.

Maia Wealth first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $839K in Q3 2025. 1,410 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Maia Wealth held 13,181 shares of Bank of America worth $751K as of Q2 2026.
Maia Wealth sold 2,636 Bank of America shares in Q2 2026, an estimated $140K.
Bank of America made up 0.11% of Maia Wealth's portfolio in Q2 2026, its #174 holding.
Maia Wealth first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's Bank of America position peaked at $839K in Q3 2025.
1,410 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.