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Onyx Bridge Wealth Group’s Bank of America BAC Stock Holding History

Onyx Bridge Wealth Group’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 		$693K Buy
12,158
+524
+5% +$27.9K 0.06% 197
2026
Q1 		$567K Sell
11,634
-190
-2% -$9.8K 0.06% 204
2025
Q4 		$650K Buy
11,824
+7
+0.1% +$370 0.07% 190
2025
Q3 		$610K Buy
11,817
+1,578
+15% +$77K 0.07% 191
2025
Q2 		$484K Sell
10,239
-67
-0.7% -$2.82K 0.06% 171
2025
Q1 		$430K Buy
10,306
+1
+0% +$45 0.06% 175
2024
Q4 		$453K Buy
10,305
+476
+5% +$20.9K 0.07% 169
2024
Q3 		$390K Buy
9,829
+467
+5% +$18.7K 0.06% 189
2024
Q2 		$372K Sell
9,362
-234
-2% -$8.97K 0.06% 178
2024
Q1 		$363K Sell
9,596
-110
-1% -$3.78K 0.06% 177
2023
Q4 		$327K Sell
9,706
-1,576
-14% -$45.9K 0.07% 182
2023
Q3 		$309K Buy
11,282
+2,879
+34% +$85.2K 0.07% 174
2023
Q2 		$241K Sell
8,403
-159
-2% -$4.54K 0.06% 194
2023
Q1 		$245K Sell
8,562
-181
-2% -$5.97K 0.1% 146
2022
Q4 		$301K Buy
+8,743
New +$301K 0.12% 120
2022
Q3 		– Sell
-7,436
Closed -$249K – 177
2022
Q2 		$249K Sell
7,436
-997
-12% -$35.9K 0.11% 121
2022
Q1 		$306K Sell
8,433
-892
-10% -$40.2K 0.12% 103
2021
Q4 		$431K Buy
9,325
+898
+11% +$40.9K 0.15% 86
2021
Q3 		$390K Buy
8,427
+291
+4% +$11.7K 0.15% 84
2021
Q2 		$309K Buy
+8,136
New +$334K 0.13% 79

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Onyx Bridge Wealth Group's BAC Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Bank of America (BAC) stake by 4.5% in Q2 2026, buying an estimated $27.9K and bringing the position to 12,158 shares worth $693K. The position accounts for 0.06% of the portfolio, ranked #197.

Onyx Bridge Wealth Group first reported a position in BAC in Q2 2021 and has held it in 20 quarters since. 1,291 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Onyx Bridge Wealth Group held 12,158 shares of Bank of America worth $693K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 524 Bank of America shares in Q2 2026, an estimated $27.9K.
  • Bank of America made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #197 holding.
  • Onyx Bridge Wealth Group first reported a position in Bank of America in Q2 2021 and has held it in 20 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.