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Optas LLC’s Bank of America BAC Stock Holding History

Optas LLC’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 		$1.2M Buy
20,983
+1,646
+9% +$87.5K 0.17% 72
2026
Q1 		$943K Buy
19,337
+547
+3% +$28.2K 0.14% 84
2025
Q4 		$1.03M Buy
18,790
+1,726
+10% +$91.2K 0.16% 72
2025
Q3 		$880K Buy
17,064
+3,246
+23% +$158K 0.15% 81
2025
Q2 		$654K Sell
13,818
-1,183
-8% -$49.8K 0.12% 103
2025
Q1 		$626K Buy
15,001
+464
+3% +$20.7K 0.11% 99
2024
Q4 		$639K Buy
14,537
+807
+6% +$35.5K 0.14% 92
2024
Q3 		$545K Buy
13,730
+1,880
+16% +$75.3K 0.13% 101
2024
Q2 		$471K Buy
11,850
+1,107
+10% +$42.4K 0.12% 94
2024
Q1 		$407K Buy
10,743
+55
+0.5% +$1.89K 0.11% 109
2023
Q4 		$360K Buy
10,688
+937
+10% +$27.3K 0.11% 110
2023
Q3 		$267K Sell
9,751
-23,827
-71% -$705K 0.09% 136
2023
Q2 		$963K Sell
33,578
-876
-3% -$25K 0.32% 53
2023
Q1 		$985K Buy
34,454
+7,898
+30% +$261K 0.35% 50
2022
Q4 		$880K Buy
26,556
+1,395
+6% +$48K 0.36% 46
2022
Q3 		$761K Sell
25,161
-4,310
-15% -$144K 0.33% 48
2022
Q2 		$917K Buy
29,471
+9,260
+46% +$333K 0.38% 40
2022
Q1 		$834K Buy
20,211
+174
+0.9% +$7.85K 0.27% 59
2021
Q4 		$891K Hold
20,037
– – 0.25% 63
2021
Q3 		$851K Buy
20,037
+191
+1% +$7.69K 0.25% 52
2021
Q2 		$818K Sell
19,846
-1,954
-9% -$80.1K 0.23% 58
2021
Q1 		$843K Sell
21,800
-14,902
-41% -$514K 0.26% 53
2020
Q4 		$1.11M Sell
36,702
-8,090
-18% -$217K 0.36% 40
2020
Q3 		$1.08M Buy
44,792
+11,094
+33% +$276K 0.33% 54
2020
Q2 		$801K Buy
+33,698
New +$796K 0.32% 41

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Optas LLC's BAC Position: Q2 2026 in Review

Optas LLC increased its Bank of America (BAC) stake by 8.5% in Q2 2026, buying an estimated $87.5K and bringing the position to 20,983 shares worth $1.2M. The position accounts for 0.17% of the portfolio, ranked #72.

Optas LLC first reported a position in BAC in Q2 2020 and has held it in 25 quarters since. 1,048 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Optas LLC held 20,983 shares of Bank of America worth $1.2M as of Q2 2026.
  • Optas LLC bought 1,646 Bank of America shares in Q2 2026, an estimated $87.5K.
  • Bank of America made up 0.17% of Optas LLC's portfolio in Q2 2026, its #72 holding.
  • Optas LLC first reported a position in Bank of America in Q2 2020 and has held it in 25 quarters since.
  • 1,048 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.