NWWA
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New Wave Wealth Advisors’s Bank of America BAC Stock Holding History

New Wave 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 		$1.17M Buy
20,467
+2,306
+13% +$123K 0.32% 69
2026
Q1 		$885K Buy
18,161
+1,016
+6% +$52.4K 0.31% 61
2025
Q4 		$943K Buy
17,145
+502
+3% +$26.5K 0.35% 59
2025
Q3 		$859K Buy
16,643
+712
+4% +$34.7K 0.33% 61
2025
Q2 		$754K Buy
+15,931
New +$670K 0.32% 55
2025
Q1 		– Sell
-3,753
Closed -$165K – 179
2024
Q4 		$165K Buy
+3,753
New +$165K 0.07% 155

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New Wave Wealth Advisors's BAC Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Bank of America (BAC) stake by 13% in Q2 2026, buying an estimated $123K and bringing the position to 20,467 shares worth $1.17M. The position accounts for 0.32% of the portfolio, ranked #69.

New Wave Wealth Advisors first reported a position in BAC in Q4 2024 and has held it in 6 quarters since. 1,411 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • New Wave Wealth Advisors held 20,467 shares of Bank of America worth $1.17M as of Q2 2026.
  • New Wave Wealth Advisors bought 2,306 Bank of America shares in Q2 2026, an estimated $123K.
  • Bank of America made up 0.32% of New Wave Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • New Wave Wealth Advisors first reported a position in Bank of America in Q4 2024 and has held it in 6 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.