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Omnia Family Wealth’s Bank of America BAC Stock Holding History

Omnia Family Wealth’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 		$461K Sell
8,096
-10,626
-57% -$565K 0.12% 52
2026
Q1 		$913K Sell
18,722
-2,939
-14% -$152K 0.29% 29
2025
Q4 		$1.19M Buy
21,661
+448
+2% +$23.7K 0.35% 30
2025
Q3 		$1.09M Sell
21,213
-137
-0.6% -$6.68K 0.36% 31
2025
Q2 		$1.01M Buy
21,350
+998
+5% +$42K 0.37% 29
2025
Q1 		$849K Buy
20,352
+1,325
+7% +$59K 0.36% 27
2024
Q4 		$836K Buy
19,027
+350
+2% +$15.4K 0.35% 30
2024
Q3 		$741K Buy
18,677
+794
+4% +$31.8K 0.32% 33
2024
Q2 		$711K Buy
17,883
+1,123
+7% +$43K 0.3% 34
2024
Q1 		$636K Buy
16,760
+1,101
+7% +$37.8K 0.3% 36
2023
Q4 		$527K Sell
15,659
-801
-5% -$23.3K 0.27% 35
2023
Q3 		$451K Buy
16,460
+9
+0.1% +$266 0.28% 38
2023
Q2 		$472K Buy
16,451
+885
+6% +$25.3K 0.32% 38
2023
Q1 		$445K Sell
15,566
-1,327
-8% -$43.8K 0.34% 38
2022
Q4 		$560K Buy
16,893
+77
+0.5% +$2.65K 0.45% 29
2022
Q3 		$508K Sell
16,816
-209
-1% -$6.99K 0.42% 27
2022
Q2 		$530K Sell
17,025
-121
-0.7% -$4.36K 0.39% 31
2022
Q1 		$707K Buy
17,146
+4
+0% +$180 0.47% 29
2021
Q4 		$763K Buy
17,142
+11
+0.1% +$501 0.46% 29
2021
Q3 		$727K Buy
17,131
+613
+4% +$24.7K 0.5% 30
2021
Q2 		$681K Buy
16,518
+10
+0.1% +$410 0.44% 29
2021
Q1 		$639K Sell
16,508
-146
-0.9% -$5.04K 0.47% 28
2020
Q4 		$505K Buy
16,654
+1,051
+7% +$28.2K 0.46% 38
2020
Q3 		$376K Buy
15,603
+17
+0.1% +$423 0.36% 43
2020
Q2 		$370K Sell
15,586
-31,036
-67% -$733K 0.36% 42
2020
Q1 		$990K Sell
46,622
-1,918
-4% -$57.5K 1.03% 15
2019
Q4 		$1.71M Buy
48,540
+11
+0% +$355 0.78% 21
2019
Q3 		$1.42M Sell
48,529
-4,644
-9% -$134K 1.03% 19
2019
Q2 		$1.54M Sell
53,173
-3,989
-7% -$115K 0.78% 20
2019
Q1 		$1.58M Buy
57,162
+12
+0% +$339 0.78% 20
2018
Q4 		$1.41M Buy
57,150
+14
+0% +$380 0.76% 19
2018
Q3 		$1.68M Buy
57,136
+10
+0% +$305 0.77% 15
2018
Q2 		$1.61M Buy
57,126
+8
+0% +$239 0.75% 16
2018
Q1 		$1.71M Sell
57,118
-19,385
-25% -$609K 0.79% 16
2017
Q4 		$2.26M Sell
76,503
-266
-0.3% -$7.33K 1.03% 14
2017
Q3 		$1.95M Buy
76,769
+14
+0% +$340 0.94% 17
2017
Q2 		$1.86M Sell
76,755
-12,336
-14% -$288K 0.89% 18
2017
Q1 		$2.1M Sell
89,091
-26,411
-23% -$627K 1.02% 17
2016
Q4 		$2.55M Buy
+115,502
New +$2.22M 1.27% 15

Other funds holding BAC

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Omnia Family Wealth's BAC Position: Q2 2026 in Review

Omnia Family Wealth reduced its Bank of America (BAC) stake by 57% in Q2 2026, selling an estimated $565K and leaving 8,096 shares worth $461K. The position accounts for 0.12% of the portfolio, ranked #52.

Omnia Family Wealth first reported a position in BAC in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.55M in Q4 2016. 1,528 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Omnia Family Wealth held 8,096 shares of Bank of America worth $461K as of Q2 2026.
  • Omnia Family Wealth sold 10,626 Bank of America shares in Q2 2026, an estimated $565K.
  • Bank of America made up 0.12% of Omnia Family Wealth's portfolio in Q2 2026, its #52 holding.
  • Omnia Family Wealth first reported a position in Bank of America in Q4 2016 and has held it in 39 quarters since.
  • Omnia Family Wealth's Bank of America position peaked at $2.55M in Q4 2016.
  • 1,528 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.