N.E.W. Advisory Services’s Bank of America BAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$212K Sell
3,717
-140
-4% -$7.45K 0.01% 210
2026
Q1
$188K Buy
3,857
+64
+2% +$3.3K 0.01% 216
2025
Q4
$209K Buy
3,793
+52
+1% +$2.75K 0.02% 202
2025
Q3
$193K Buy
3,741
+2
+0.1% +$98 0.02% 189
2025
Q2
$177K Sell
3,739
-236
-6% -$9.93K 0.02% 193
2025
Q1
$166K Buy
+3,975
New +$177K 0.01% 222

Other funds holding BAC

N.E.W. Advisory Services's BAC Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Bank of America (BAC) stake by 3.6% in Q2 2026, selling an estimated $7.45K and leaving 3,717 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #210.

N.E.W. Advisory Services first reported a position in BAC in Q1 2025 and has held it in 6 quarters since. 2,668 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • N.E.W. Advisory Services held 3,717 shares of Bank of America worth $212K as of Q2 2026.
  • N.E.W. Advisory Services sold 140 Bank of America shares in Q2 2026, an estimated $7.45K.
  • Bank of America made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #210 holding.
  • N.E.W. Advisory Services first reported a position in Bank of America in Q1 2025 and has held it in 6 quarters since.
  • 2,668 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.