One Wealth Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $961K | Hold |
16,866
| – | – | 0.11% | 105 |
|
|
2026
Q1 | $822K | Hold |
16,866
| – | – | 0.1% | 108 |
|
|
2025
Q4 | $928K | Hold |
16,866
| – | – | 0.11% | 99 |
|
|
2025
Q3 | $870K | Buy |
16,866
+54
| +0.3% | +$2.63K | 0.11% | 106 |
|
|
2025
Q2 | $796K | Buy |
16,812
+44
| +0.3% | +$1.85K | 0.11% | 109 |
|
|
2025
Q1 | $700K | Buy |
16,768
+7,052
| +73% | +$314K | 0.1% | 116 |
|
|
2024
Q4 | $427K | Sell |
9,716
-192
| -2% | -$8.45K | 0.06% | 140 |
|
|
2024
Q3 | $393K | Buy |
9,908
+586
| +6% | +$23.5K | 0.06% | 161 |
|
|
2024
Q2 | $357K | Hold |
9,322
| – | – | 0.08% | 142 |
|
|
2024
Q1 | $354K | Buy |
9,322
+50
| +0.5% | +$1.72K | 0.06% | 166 |
|
|
2023
Q4 | $312K | Sell |
9,272
-7
| -0.1% | -$204 | 0.06% | 154 |
|
|
2023
Q3 | $254K | Sell |
9,279
-21
| -0.2% | -$621 | 0.06% | 158 |
|
|
2023
Q2 | $267K | Buy |
+9,300
| New | +$265K | 0.06% | 159 |
|
|
2023
Q1 | – | Sell |
-5,975
| Closed | -$198K | – | 230 |
|
|
2022
Q4 | $198K | Sell |
5,975
-3,593
| -38% | -$124K | 0.05% | 194 |
|
|
2022
Q3 | $289K | Buy |
9,568
+409
| +4% | +$13.7K | 0.09% | 122 |
|
|
2022
Q2 | $285K | Buy |
9,159
+119
| +1% | +$4.28K | 0.08% | 139 |
|
|
2022
Q1 | $373K | Sell |
9,040
-6,140
| -40% | -$277K | 0.09% | 120 |
|
|
2021
Q4 | $675K | Sell |
15,180
-1,956
| -11% | -$89.1K | 0.17% | 67 |
|
|
2021
Q3 | $727K | Sell |
17,136
-2,632
| -13% | -$106K | 0.21% | 60 |
|
|
2021
Q2 | $815K | Buy |
19,768
+1,770
| +10% | +$72.6K | 0.26% | 52 |
|
|
2021
Q1 | $696K | Buy |
17,998
+3,528
| +24% | +$122K | 0.27% | 46 |
|
|
2020
Q4 | $439K | Buy |
+14,470
| New | +$388K | 0.24% | 48 |
|
|
2019
Q2 | – | Sell |
-2,606
| Closed | -$72K | – | 156 |
|
|
2019
Q1 | $72K | Buy |
+2,606
| New | +$73.6K | 0.06% | 207 |
|
|
2018
Q4 | – | Sell |
-2,269
| Closed | -$67K | – | 138 |
|
|
2018
Q3 | $67K | Buy |
2,269
+108
| +5% | +$3.29K | 0.05% | 240 |
|
|
2018
Q2 | $61K | Hold |
2,161
| – | – | 0.05% | 250 |
|
|
2018
Q1 | $65K | Sell |
2,161
-5
| -0.2% | -$157 | 0.06% | 231 |
|
|
2017
Q4 | $64K | Buy |
+2,166
| New | +$59.7K | 0.05% | 257 |
|
Other funds holding BAC
One Wealth Advisors's BAC Position: Q2 2026 in Review
One Wealth Advisors held its Bank of America (BAC) position steady in Q2 2026 at 16,866 shares worth $961K. The position accounts for 0.11% of the portfolio, ranked #105.
One Wealth Advisors first reported a position in BAC in Q4 2017 and has held it in 27 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- One Wealth Advisors held 16,866 shares of Bank of America worth $961K as of Q2 2026.
- One Wealth Advisors left its Bank of America share count unchanged in Q2 2026.
- Bank of America made up 0.11% of One Wealth Advisors's portfolio in Q2 2026, its #105 holding.
- One Wealth Advisors first reported a position in Bank of America in Q4 2017 and has held it in 27 quarters since.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.