Nordwand Advisors’s Bank of America BAC Stock Holding History

Nordwand 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	$316K	Buy	5,548 +1,400	+34%	+$74.5K	0.05%	129
2026 Q1	$202K	Buy	4,148 +405	+11%	+$20.9K	0.04%	146
2025 Q4	$206K	Sell	3,743 -405	-10%	-$21.4K	0.04%	145
2025 Q3	$214K	Buy	+4,148	New	+$202K	0.03%	150
2025 Q2	–	Sell	-405	Closed	-$16.9K	–	178
2025 Q1	$16.9K	Sell	405 -140	-26%	-$6.24K	0.01%	70
2024 Q4	$24K	Hold	545	–	–	0.01%	66
2024 Q3	$21.6K	Hold	545	–	–	0.01%	71
2024 Q2	$21.7K	Hold	545	–	–	0.01%	90
2024 Q1	$20.7K	Hold	545	–	–	0.01%	102
2023 Q4	$18.4K	Hold	545	–	–	﹤0.01%	93
2023 Q3	$14.9K	Hold	545	–	–	﹤0.01%	83
2023 Q2	$15.6K	Hold	545	–	–	﹤0.01%	81
2023 Q1	$15.6K	Buy	+545	New	+$18K	﹤0.01%	86

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordwand Advisors's BAC Position: Q2 2026 in Review

Nordwand Advisors increased its Bank of America (BAC) stake by 34% in Q2 2026, buying an estimated $74.5K and bringing the position to 5,548 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #129.

Nordwand Advisors first reported a position in BAC in Q1 2023 and has held it in 13 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Nordwand Advisors held 5,548 shares of Bank of America worth $316K as of Q2 2026.
Nordwand Advisors bought 1,400 Bank of America shares in Q2 2026, an estimated $74.5K.
Bank of America made up 0.05% of Nordwand Advisors's portfolio in Q2 2026, its #129 holding.
Nordwand Advisors first reported a position in Bank of America in Q1 2023 and has held it in 13 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.