Net Worth Advisory Group’s Bank of America BAC Stock Holding History

Net Worth Advisory Group’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	$1.08M	Sell	19,039 -3,855	-17%	-$205K	0.27%	74
2026 Q1	$1.12M	Buy	22,894 +2,306	+11%	+$119K	0.23%	83
2025 Q4	$1.13M	Buy	20,588 +11,610	+129%	+$614K	0.23%	75
2025 Q3	$463K	Sell	8,978 -5,623	-39%	-$274K	0.13%	174
2025 Q2	$691K	Buy	14,601 +4,661	+47%	+$196K	0.15%	135
2025 Q1	$415K	Sell	9,940 -469	-5%	-$20.9K	0.13%	185
2024 Q4	$457K	Buy	10,409 +4,566	+78%	+$201K	0.14%	182
2024 Q3	$232K	Buy	+5,843	New	+$234K	0.07%	341

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

Net Worth Advisory Group's BAC Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Bank of America (BAC) stake by 17% in Q2 2026, selling an estimated $205K and leaving 19,039 shares worth $1.08M. The position accounts for 0.27% of the portfolio, ranked #74.

Net Worth Advisory Group first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q4 2025. 739 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Net Worth Advisory Group held 19,039 shares of Bank of America worth $1.08M as of Q2 2026.
Net Worth Advisory Group sold 3,855 Bank of America shares in Q2 2026, an estimated $205K.
Bank of America made up 0.27% of Net Worth Advisory Group's portfolio in Q2 2026, its #74 holding.
Net Worth Advisory Group first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Bank of America position peaked at $1.13M in Q4 2025.
739 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.