Perennial Advisors’s Bank of America BAC Stock Holding History

Perennial Advisors’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	$522K	Sell	9,162 -600	-6%	-$31.9K	0.08%	98
2026 Q1	$476K	Buy	9,762 +1,200	+14%	+$61.9K	0.08%	88
2025 Q4	$471K	Hold	8,562	–	–	0.08%	86
2025 Q3	$442K	Sell	8,562 -75	-0.9%	-$3.66K	0.08%	90
2025 Q2	$409K	Hold	8,637	–	–	0.08%	90
2025 Q1	$360K	Buy	+8,637	New	+$385K	0.07%	91
2024 Q2	$368K	Buy	9,265 +1,500	+19%	+$57.5K	0.08%	87
2024 Q1	$294K	Hold	7,765	–	–	0.07%	92
2023 Q4	$261K	Sell	7,765 -1,502	-16%	-$43.7K	0.06%	98
2023 Q3	$254K	Sell	9,267 -1,130	-11%	-$33.4K	0.07%	94
2023 Q2	$298K	Buy	+10,397	New	+$297K	0.08%	93
2022 Q2	–	Sell	-5,673	Closed	-$234K	–	90
2022 Q1	$234K	Buy	+5,673	New	+$256K	0.06%	82
2021 Q3	–	Sell	-2,173	Closed	-$90K	–	98
2021 Q2	$90K	Hold	2,173	–	–	0.03%	115
2021 Q1	$84K	Buy	2,173 +773	+55%	+$26.7K	0.03%	117
2020 Q4	$42K	Buy	+1,400	New	+$37.5K	0.01%	150
2020 Q3	–	Sell	-1,400	Closed	-$33K	–	88
2020 Q2	$33K	Buy	+1,400	New	+$33.1K	0.01%	148

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 $59.6B 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