Marshall & Sterling Wealth Advisors’s Bank of America BAC Stock Holding History

Marshall & Sterling 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	$41.3K	Buy	724 +2	+0.3%	+$106	0.02%	164
2026 Q1	$35.2K	Buy	722 +3	+0.4%	+$155	0.02%	167
2025 Q4	$39.5K	Sell	719 -1,333	-65%	-$70.5K	0.03%	154
2025 Q3	$106K	Buy	2,052 +3	+0.1%	+$146	0.07%	117
2025 Q2	$96.9K	Buy	2,049 +4	+0.2%	+$168	0.07%	110
2025 Q1	$85.3K	Buy	2,045 +1,338	+189%	+$59.6K	0.06%	112
2024 Q4	$31.1K	Buy	+707	New	+$31.1K	0.02%	167

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

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

Marshall & Sterling Wealth Advisors's BAC Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Bank of America (BAC) stake by 0.28% in Q2 2026, buying an estimated $106 and bringing the position to 724 shares worth $41.3K. The position accounts for 0.02% of the portfolio, ranked #164.

Marshall & Sterling Wealth Advisors first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $106K in Q3 2025. 930 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Marshall & Sterling Wealth Advisors held 724 shares of Bank of America worth $41.3K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 2 Bank of America shares in Q2 2026, an estimated $106.
Bank of America made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #164 holding.
Marshall & Sterling Wealth Advisors first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Bank of America position peaked at $106K in Q3 2025.
930 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.