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Petros Family Wealth’s Bank of America BAC Stock Holding History

Petros Family Wealth’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 		$1.81M Buy
31,772
+242
+0.8% +$12.9K 1.11% 26
2026
Q1 		$1.54M Buy
31,530
+2,090
+7% +$108K 1.1% 28
2025
Q4 		$1.62M Buy
29,440
+9,316
+46% +$492K 1.08% 22
2025
Q3 		$1.04M Buy
20,124
+453
+2% +$22.1K 0.87% 31
2025
Q2 		$931K Sell
19,671
-653
-3% -$27.5K 0.85% 31
2025
Q1 		$848K Buy
20,324
+3,575
+21% +$159K 0.94% 27
2024
Q4 		$736K Buy
+16,749
New +$737K 0.79% 35

Other funds holding BAC

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Petros Family Wealth's BAC Position: Q2 2026 in Review

Petros Family Wealth increased its Bank of America (BAC) stake by 0.77% in Q2 2026, buying an estimated $12.9K and bringing the position to 31,772 shares worth $1.81M. The position accounts for 1.11% of the portfolio, ranked #26.

Petros Family Wealth first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 1,291 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Petros Family Wealth held 31,772 shares of Bank of America worth $1.81M as of Q2 2026.
  • Petros Family Wealth bought 242 Bank of America shares in Q2 2026, an estimated $12.9K.
  • Bank of America made up 1.11% of Petros Family Wealth's portfolio in Q2 2026, its #26 holding.
  • Petros Family Wealth first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 1,291 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.