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Moss Adams Wealth Advisors’s Bank of America BAC Stock Holding History

Moss Adams 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 		$1.52M Buy
26,624
+1,852
+7% +$98.5K 0.09% 73
2026
Q1 		$1.21M Buy
24,772
+1,237
+5% +$63.8K 0.09% 73
2025
Q4 		$1.29M Buy
23,535
+2,496
+12% +$132K 0.09% 67
2025
Q3 		$1.09M Sell
21,039
-1,204
-5% -$58.7K 0.08% 72
2025
Q2 		$1.05M Sell
22,243
-3,202
-13% -$135K 0.1% 70
2025
Q1 		$1.06M Buy
25,445
+1,591
+7% +$70.9K 0.11% 62
2024
Q4 		$1.05M Buy
23,854
+776
+3% +$34.1K 0.11% 58
2024
Q3 		$916K Buy
23,078
+5,913
+34% +$237K 0.1% 62
2024
Q2 		$683K Buy
17,165
+2,767
+19% +$106K 0.09% 64
2024
Q1 		$546K Buy
14,398
+3,238
+29% +$111K 0.09% 73
2023
Q4 		$376K Buy
11,160
+3,421
+44% +$99.6K 0.08% 67
2023
Q3 		$212K Sell
7,739
-35
-0.5% -$1.03K 0.07% 93
2023
Q2 		$223K Sell
7,774
-789
-9% -$22.5K 0.07% 84
2023
Q1 		$245K Buy
8,563
+404
+5% +$13.3K 0.08% 79
2022
Q4 		$270K Buy
+8,159
New +$281K 0.14% 79

Other funds holding BAC

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
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
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

Moss Adams Wealth Advisors's BAC Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Bank of America (BAC) stake by 7.5% in Q2 2026, buying an estimated $98.5K and bringing the position to 26,624 shares worth $1.52M. The position accounts for 0.09% of the portfolio, ranked #73.

Moss Adams Wealth Advisors first reported a position in BAC in Q4 2022 and has held it in 15 quarters since. 1,483 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Moss Adams Wealth Advisors held 26,624 shares of Bank of America worth $1.52M as of Q2 2026.
  • Moss Adams Wealth Advisors bought 1,852 Bank of America shares in Q2 2026, an estimated $98.5K.
  • Bank of America made up 0.09% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Moss Adams Wealth Advisors first reported a position in Bank of America in Q4 2022 and has held it in 15 quarters since.
  • 1,483 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.