PFW Advisors’s Bank of America BAC Stock Holding History

PFW 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	$1.06M	Buy	18,552 +100	+0.5%	+$5.32K	0.31%	58
2026 Q1	$900K	Buy	18,452 +2	+0%	+$103	0.28%	64
2025 Q4	$1.01M	Sell	18,450 -2,616	-12%	-$138K	0.31%	62
2025 Q3	$1.09M	Buy	21,066 +268	+1%	+$13.1K	0.32%	60
2025 Q2	$984K	Buy	20,798 +2	+0%	+$84	0.3%	64
2025 Q1	$868K	Hold	20,796	–	–	0.27%	69
2024 Q4	$914K	Buy	+20,796	New	+$915K	0.28%	66
2024 Q2	$843K	Sell	21,196 -432	-2%	-$16.6K	0.27%	70
2024 Q1	$820K	Sell	21,628 -231	-1%	-$7.93K	0.25%	74
2023 Q4	$736K	Buy	21,859 +1,311	+6%	+$38.2K	0.24%	77
2023 Q3	$563K	Hold	20,548	–	–	0.2%	76
2023 Q2	$643K	Buy	+20,548	New	+$586K	0.21%	73
2019 Q3	$838K	Buy	+21,113	New	+$607K	0.25%	72

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

DJC

Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return

CNB

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

PFW Advisors's BAC Position: Q2 2026 in Review

PFW Advisors increased its Bank of America (BAC) stake by 0.54% in Q2 2026, buying an estimated $5.32K and bringing the position to 18,552 shares worth $1.06M. The position accounts for 0.31% of the portfolio, ranked #58.

PFW Advisors first reported a position in BAC in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.09M in Q3 2025. 828 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

PFW Advisors held 18,552 shares of Bank of America worth $1.06M as of Q2 2026.
PFW Advisors bought 100 Bank of America shares in Q2 2026, an estimated $5.32K.
Bank of America made up 0.31% of PFW Advisors's portfolio in Q2 2026, its #58 holding.
PFW Advisors first reported a position in Bank of America in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Bank of America position peaked at $1.09M in Q3 2025.
828 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.