Optivise Advisory Services’s Bank of America BAC Stock Holding History

Optivise Advisory Services’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	$453K	Buy	7,948 +875	+12%	+$46.5K	0.23%	115
2026 Q1	$345K	Sell	7,073 -751	-10%	-$38.8K	0.21%	120
2025 Q4	$430K	Buy	7,824 +1,796	+30%	+$94.9K	0.25%	101
2025 Q3	$311K	Buy	6,028 +1,558	+35%	+$76K	0.19%	123
2025 Q2	$212K	Buy	+4,470	New	+$188K	0.11%	192

Other funds holding BAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 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

Optivise Advisory Services's BAC Position: Q2 2026 in Review

Optivise Advisory Services increased its Bank of America (BAC) stake by 12% in Q2 2026, buying an estimated $46.5K and bringing the position to 7,948 shares worth $453K. The position accounts for 0.23% of the portfolio, ranked #115.

Optivise Advisory Services first reported a position in BAC in Q2 2025 and has held it in 5 quarters since. 1,229 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Optivise Advisory Services held 7,948 shares of Bank of America worth $453K as of Q2 2026.
Optivise Advisory Services bought 875 Bank of America shares in Q2 2026, an estimated $46.5K.
Bank of America made up 0.23% of Optivise Advisory Services's portfolio in Q2 2026, its #115 holding.
Optivise Advisory Services first reported a position in Bank of America in Q2 2025 and has held it in 5 quarters since.
1,229 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.