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Nvest Wealth Strategies’s Bank of America BAC Stock Holding History

Nvest Wealth Strategies’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 		$1.31K Hold
23
– – ﹤0.01% 203
2026
Q1 		$1.12K Buy
+23
New +$1.19K ﹤0.01% 212

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Nvest Wealth Strategies's BAC Position: Q2 2026 in Review

Nvest Wealth Strategies held its Bank of America (BAC) position steady in Q2 2026 at 23 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Nvest Wealth Strategies first reported a position in BAC in Q1 2026 and has held it in 2 quarters since. 2,356 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Nvest Wealth Strategies held 23 shares of Bank of America worth $1.31K as of Q2 2026.
  • Nvest Wealth Strategies left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #203 holding.
  • Nvest Wealth Strategies first reported a position in Bank of America in Q1 2026 and has held it in 2 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.