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OneDigital Investment Advisors’s Bank of America BAC Stock Holding History

OneDigital Investment 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
2020
Q2 		– Sell
-2,000
Closed -$5K – 647
2020
Q1 		$5K Buy
2,000
+900
+82% +$27K ﹤0.01% 550
2019
Q4 		$6K Sell
1,100
-3,000
-73% -$97K ﹤0.01% 588
2019
Q3 		$6K Buy
4,100
+100
+3% +$2.88K ﹤0.01% 548
2019
Q2 		$6K Buy
+4,000
New +$115K ﹤0.01% 1015

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

OneDigital Investment Advisors's BAC Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Bank of America (BAC) stake by 7.3% in Q2 2026, buying an estimated $492K and bringing the position to 136,182 shares worth $7.76M. The position accounts for 0.07% of the portfolio, ranked #233.

OneDigital Investment Advisors first reported a position in BAC in Q2 2017 and has held it in 37 quarters since. The position peaked at $9.34M in Q2 2024. 2,517 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • OneDigital Investment Advisors held 136,182 shares of Bank of America worth $7.76M as of Q2 2026.
  • OneDigital Investment Advisors bought 9,254 Bank of America shares in Q2 2026, an estimated $492K.
  • Bank of America made up 0.07% of OneDigital Investment Advisors's portfolio in Q2 2026, its #233 holding.
  • OneDigital Investment Advisors first reported a position in Bank of America in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's Bank of America position peaked at $9.34M in Q2 2024.
  • 2,517 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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