Orca Wealth Management’s Bank of America BAC Stock Holding History

Orca Wealth Management’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	$2M	Buy	35,087 +179	+0.5%	+$9.52K	1.2%	25
2026 Q1	$1.7M	Buy	34,908 +34	+0.1%	+$1.75K	1.21%	29
2025 Q4	$1.91M	Buy	34,874 +34	+0.1%	+$1.8K	1.37%	26
2025 Q3	$1.8M	Sell	34,840 -496	-1%	-$24.2K	1.36%	26
2025 Q2	$1.67M	Buy	35,336 +419	+1%	+$17.6K	1.41%	25
2025 Q1	$1.46M	Sell	34,917 -46	-0.1%	-$2.05K	1.3%	27
2024 Q4	$1.54M	Buy	+34,963	New	+$1.54M	1.38%	25

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Orca Wealth Management's BAC Position: Q2 2026 in Review

Orca Wealth Management increased its Bank of America (BAC) stake by 0.51% in Q2 2026, buying an estimated $9.52K and bringing the position to 35,087 shares worth $2M. The position accounts for 1.2% of the portfolio, ranked #25.

Orca Wealth Management first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Orca Wealth Management held 35,087 shares of Bank of America worth $2M as of Q2 2026.
Orca Wealth Management bought 179 Bank of America shares in Q2 2026, an estimated $9.52K.
Bank of America made up 1.2% of Orca Wealth Management's portfolio in Q2 2026, its #25 holding.
Orca Wealth Management first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.