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Northwest Wealth Management’s Bank of America BAC Stock Holding History

Northwest Wealth Management’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 		$362K Buy
6,361
+8
+0.1% +$425 0.05% 176
2026
Q1 		$310K Sell
6,353
-168
-3% -$8.67K 0.05% 180
2025
Q4 		$359K Sell
6,521
-374
-5% -$19.8K 0.06% 165
2025
Q3 		$356K Buy
6,895
+177
+3% +$8.63K 0.06% 137
2025
Q2 		$318K Sell
6,718
-793
-11% -$33.4K 0.06% 146
2025
Q1 		$313K Sell
7,511
-749
-9% -$33.4K 0.06% 132
2024
Q4 		$363K Buy
8,260
+1,893
+30% +$83.3K 0.08% 111
2024
Q3 		$253K Buy
6,367
+19
+0.3% +$761 0.06% 137
2024
Q2 		$252K Buy
6,348
+108
+2% +$4.14K 0.07% 139
2024
Q1 		$237K Sell
6,240
-85
-1% -$2.92K 0.06% 147
2023
Q4 		$213K Buy
+6,325
New +$184K 0.06% 147
2023
Q2 		– Sell
-9,418
Closed -$269K – 151
2023
Q1 		$269K Buy
+9,418
New +$311K 0.1% 121
2022
Q4 		– Sell
-7,160
Closed -$216K – 141
2022
Q3 		$216K Sell
7,160
-281
-4% -$9.39K 0.1% 129
2022
Q2 		$232K Buy
7,441
+1,760
+31% +$63.4K 0.1% 127
2022
Q1 		$234K Buy
5,681
+266
+5% +$12K 0.11% 123
2021
Q4 		$241K Buy
5,415
+9
+0.2% +$410 0.11% 111
2021
Q3 		$229K Buy
5,406
+20
+0.4% +$806 0.11% 108
2021
Q2 		$222K Buy
5,386
+18
+0.3% +$738 0.12% 113
2021
Q1 		$208K Buy
+5,368
New +$185K 0.13% 105
2019
Q2 		– Sell
-3,474
Closed -$96K – 143
2019
Q1 		$96K Buy
3,474
+244
+8% +$6.9K 0.07% 164
2018
Q4 		$80K Buy
3,230
+11
+0.3% +$298 0.07% 168
2018
Q3 		$95K Sell
3,219
-93
-3% -$2.83K 0.07% 156
2018
Q2 		$93K Buy
3,312
+8
+0.2% +$239 0.07% 157
2018
Q1 		$100K Buy
+3,304
New +$104K 0.07% 149

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Northwest Wealth Management's BAC Position: Q2 2026 in Review

Northwest Wealth Management increased its Bank of America (BAC) stake by 0.13% in Q2 2026, buying an estimated $425 and bringing the position to 6,361 shares worth $362K. The position accounts for 0.05% of the portfolio, ranked #176.

Northwest Wealth Management first reported a position in BAC in Q1 2018 and has held it in 24 quarters since. The position peaked at $363K in Q4 2024. 1,541 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Northwest Wealth Management held 6,361 shares of Bank of America worth $362K as of Q2 2026.
  • Northwest Wealth Management bought 8 Bank of America shares in Q2 2026, an estimated $425.
  • Bank of America made up 0.05% of Northwest Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Northwest Wealth Management first reported a position in Bank of America in Q1 2018 and has held it in 24 quarters since.
  • Northwest Wealth Management's Bank of America position peaked at $363K in Q4 2024.
  • 1,541 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.