Oxinas Partners Wealth Management’s Bank of America BAC Stock Holding History

Oxinas Partners 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	$371K	Hold	6,509	–	–	0.15%	103
2026 Q1	$317K	Hold	6,509	–	–	0.15%	105
2025 Q4	$358K	Hold	6,509	–	–	0.17%	91
2025 Q3	$336K	Hold	6,509	–	–	0.18%	90
2025 Q2	$308K	Hold	6,509	–	–	0.16%	101
2025 Q1	$272K	Sell	6,509 -76	-1%	-$3.39K	0.16%	99
2024 Q4	$289K	Sell	6,585 -409	-6%	-$18K	0.17%	97
2024 Q3	$278K	Sell	6,994 -1,037	-13%	-$41.6K	0.17%	93
2024 Q2	$319K	Sell	8,031 -15	-0.2%	-$575	0.21%	95
2024 Q1	$305K	Sell	8,046 -680	-8%	-$23.3K	0.2%	93
2023 Q4	$294K	Sell	8,726 -10	-0.1%	-$291	0.21%	85
2023 Q3	$239K	Sell	8,736 -3,804	-30%	-$113K	0.18%	94
2023 Q2	$360K	Buy	+12,540	New	+$358K	0.24%	83

Other funds holding BAC

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return