Next Level Private’s Bank of America BAC Stock Holding History

Next Level Private’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	$1.71M	Sell	29,987 -1	-0%	-$53	0.33%	57
2026 Q1	$1.46M	Sell	29,988 -1,458	-5%	-$75.2K	0.33%	60
2025 Q4	$1.73M	Sell	31,446 -322	-1%	-$17K	0.45%	50
2025 Q3	$1.6M	Buy	31,768 +369	+1%	+$18K	0.46%	49
2025 Q2	$1.49M	Buy	31,399 +2,208	+8%	+$92.9K	0.48%	48
2025 Q1	$1.22M	Sell	29,191 -75	-0.3%	-$3.34K	0.45%	49
2024 Q4	$1.29M	Buy	29,266 +36	+0.1%	+$1.58K	0.52%	46
2024 Q3	$1.16M	Sell	29,230 -34	-0.1%	-$1.36K	0.48%	46
2024 Q2	$1.16M	Sell	29,264 -20	-0.1%	-$766	0.53%	48
2024 Q1	$1.11M	Sell	29,284 -632	-2%	-$21.7K	0.51%	47
2023 Q4	$1.01M	Buy	29,916 +79	+0.3%	+$2.3K	0.57%	43
2023 Q3	$797K	Buy	29,837 +272	+0.9%	+$8.05K	0.53%	43
2023 Q2	$847K	Buy	29,565 +5,478	+23%	+$156K	0.55%	44
2023 Q1	$689K	Sell	24,087 -631	-3%	-$20.8K	0.54%	41
2022 Q4	$838K	Sell	24,718 -12	-0%	-$413	0.62%	40
2022 Q3	$789K	Sell	24,730 -91,483	-79%	-$3.06M	0.69%	34
2022 Q2	$3.62M	Buy	116,213 +91,152	+364%	+$3.28M	1.38%	13
2022 Q1	$1.03M	Buy	25,061 +331	+1%	+$14.9K	0.83%	30
2021 Q4	$1.1M	Buy	+24,730	New	+$1.13M	0.92%	26

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

Next Level Private's BAC Position: Q2 2026 in Review

Next Level Private reduced its Bank of America (BAC) stake by 0% in Q2 2026, selling an estimated $53 and leaving 29,987 shares worth $1.71M. The position accounts for 0.33% of the portfolio, ranked #57.

Next Level Private first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.62M in Q2 2022. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Next Level Private held 29,987 shares of Bank of America worth $1.71M as of Q2 2026.
Next Level Private sold 1 Bank of America share in Q2 2026, an estimated $53.
Bank of America made up 0.33% of Next Level Private's portfolio in Q2 2026, its #57 holding.
Next Level Private first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
Next Level Private's Bank of America position peaked at $3.62M in Q2 2022.
649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.