Motive Wealth Advisors’s Bank of America BAC Stock Holding History

Motive 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	$352K	Buy	6,184 +265	+4%	+$14.1K	0.14%	67
2026 Q1	$289K	Sell	5,919 -17	-0.3%	-$877	0.14%	66
2025 Q4	$326K	Buy	5,936 +26	+0.4%	+$1.37K	0.14%	63
2025 Q3	$305K	Buy	5,910 +205	+4%	+$10K	0.13%	62
2025 Q2	$270K	Buy	5,705 +868	+18%	+$36.5K	0.12%	66
2025 Q1	$202K	Sell	4,837 -577	-11%	-$25.7K	0.11%	70
2024 Q4	$238K	Buy	+5,414	New	+$238K	0.13%	65
2023 Q1	–	Sell	-6,817	Closed	-$226K	–	53
2022 Q4	$226K	Buy	+6,817	New	+$235K	0.17%	56

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

Motive Wealth Advisors's BAC Position: Q2 2026 in Review

Motive Wealth Advisors increased its Bank of America (BAC) stake by 4.5% in Q2 2026, buying an estimated $14.1K and bringing the position to 6,184 shares worth $352K. The position accounts for 0.14% of the portfolio, ranked #67.

Motive Wealth Advisors first reported a position in BAC in Q4 2022 and has held it in 8 quarters since. 897 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Motive Wealth Advisors held 6,184 shares of Bank of America worth $352K as of Q2 2026.
Motive Wealth Advisors bought 265 Bank of America shares in Q2 2026, an estimated $14.1K.
Bank of America made up 0.14% of Motive Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Motive Wealth Advisors first reported a position in Bank of America in Q4 2022 and has held it in 8 quarters since.
897 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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