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Pacific Wealth Strategies Group’s Bank of America BAC Stock Holding History

Pacific Wealth Strategies 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 		$386K Hold
6,779
– – 0.22% 43
2026
Q1 		$330K Hold
6,779
– – 0.21% 52
2025
Q4 		$373K Sell
6,779
-1,394
-17% -$73.7K 0.21% 45
2025
Q3 		$422K Buy
8,173
+622
+8% +$30.3K 0.26% 41
2025
Q2 		$357K Buy
7,551
+392
+5% +$16.5K 0.23% 42
2025
Q1 		$299K Hold
7,159
– – 0.22% 44
2024
Q4 		$315K Buy
+7,159
New +$315K 0.22% 43
2024
Q3 		– Sell
-25,944
Closed -$1.03M – 50
2024
Q2 		$1.03M Buy
25,944
+1,907
+8% +$73.1K 0.85% 30
2024
Q1 		$911K Buy
24,037
+2,750
+13% +$94.4K 0.76% 31
2023
Q4 		$717K Buy
21,287
+417
+2% +$12.1K 0.68% 32
2023
Q3 		$571K Buy
+20,870
New +$617K 0.6% 34
2020
Q1 		– Sell
-24,491
Closed -$863K – 77
2019
Q4 		$863K Buy
24,491
+473
+2% +$15.3K 0.48% 58
2019
Q3 		$701K Buy
24,018
+7,208
+43% +$207K 0.43% 64
2019
Q2 		$487K Sell
16,810
-132
-0.8% -$3.81K 0.31% 69
2019
Q1 		$467K Buy
16,942
+312
+2% +$8.82K 0.3% 69
2018
Q4 		$410K Buy
16,630
+131
+0.8% +$3.55K 0.29% 71
2018
Q3 		$486K Buy
16,499
+1,135
+7% +$34.6K 0.31% 72
2018
Q2 		$433K Buy
15,364
+1,218
+9% +$36.3K 0.3% 71
2018
Q1 		$424K Sell
14,146
-135
-0.9% -$4.24K 0.3% 71
2017
Q4 		$422K Sell
14,281
-378
-3% -$10.4K 0.3% 71
2017
Q3 		$371K Buy
14,659
+1,568
+12% +$38.1K 0.29% 66
2017
Q2 		$318K Buy
13,091
+289
+2% +$6.74K 0.27% 64
2017
Q1 		$302K Buy
12,802
+3,088
+32% +$73.3K 0.26% 67
2016
Q4 		$215K Buy
+9,714
New +$187K 0.21% 67

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
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

Pacific Wealth Strategies Group's BAC Position: Q2 2026 in Review

Pacific Wealth Strategies Group held its Bank of America (BAC) position steady in Q2 2026 at 6,779 shares worth $386K. The position accounts for 0.22% of the portfolio, ranked #43.

Pacific Wealth Strategies Group first reported a position in BAC in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.03M in Q2 2024. 978 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Pacific Wealth Strategies Group held 6,779 shares of Bank of America worth $386K as of Q2 2026.
  • Pacific Wealth Strategies Group left its Bank of America share count unchanged in Q2 2026.
  • Bank of America made up 0.22% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #43 holding.
  • Pacific Wealth Strategies Group first reported a position in Bank of America in Q4 2016 and has held it in 24 quarters since.
  • Pacific Wealth Strategies Group's Bank of America position peaked at $1.03M in Q2 2024.
  • 978 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.