Meriwether Wealth & Planning’s Bank of America BAC Stock Holding History

Meriwether Wealth & Planning’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	$246K	Sell	4,319 -59	-1%	-$3.14K	0.12%	108
2026 Q1	$213K	Sell	4,378 -15,093	-78%	-$779K	0.12%	114
2025 Q4	$1.07M	Sell	19,471 -597	-3%	-$31.6K	0.6%	29
2025 Q3	$1.04M	Buy	20,068 +595	+3%	+$29K	0.6%	30
2025 Q2	$921K	Sell	19,473 -968	-5%	-$40.7K	0.58%	34
2025 Q1	$853K	Buy	20,441 +2,868	+16%	+$128K	0.56%	40
2024 Q4	$772K	Buy	+17,573	New	+$773K	0.55%	41

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

Meriwether Wealth & Planning's BAC Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Bank of America (BAC) stake by 1.3% in Q2 2026, selling an estimated $3.14K and leaving 4,319 shares worth $246K. The position accounts for 0.12% of the portfolio, ranked #108.

Meriwether Wealth & Planning first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q4 2025. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Meriwether Wealth & Planning held 4,319 shares of Bank of America worth $246K as of Q2 2026.
Meriwether Wealth & Planning sold 59 Bank of America shares in Q2 2026, an estimated $3.14K.
Bank of America made up 0.12% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #108 holding.
Meriwether Wealth & Planning first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Bank of America position peaked at $1.07M in Q4 2025.
649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.