Powell Investment Advisors’s Bank of America BAC Stock Holding History

Powell Investment 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	$350K	Hold	6,138	–	–	0.11%	95
2026 Q1	$299K	Hold	6,138	–	–	0.1%	108
2025 Q4	$338K	Hold	6,138	–	–	0.12%	104
2025 Q3	$317K	Hold	6,138	–	–	0.11%	109
2025 Q2	$290K	Hold	6,138	–	–	0.11%	110
2025 Q1	$256K	Hold	6,138	–	–	0.13%	98
2024 Q4	$270K	Hold	6,138	–	–	0.12%	103
2024 Q3	$244K	Sell	6,138 -221	-3%	-$8.86K	0.11%	106
2024 Q2	$253K	Buy	6,359 +33	+0.5%	+$1.26K	0.13%	94
2024 Q1	$240K	Hold	6,326	–	–	0.13%	97
2023 Q4	$213K	Hold	6,326	–	–	0.12%	110
2023 Q3	$173K	Hold	6,326	–	–	0.1%	110
2023 Q2	$181K	Hold	6,326	–	–	0.11%	103
2023 Q1	$181K	Hold	6,326	–	–	0.1%	102
2022 Q4	$210K	Hold	6,326	–	–	0.12%	99
2022 Q3	$191K	Hold	6,326	–	–	0.13%	102
2022 Q2	$197K	Hold	6,326	–	–	0.12%	105
2022 Q1	$261K	Buy	6,326 +215	+4%	+$9.7K	0.15%	84
2021 Q4	$272K	Hold	6,111	–	–	0.15%	85
2021 Q3	$259K	Hold	6,111	–	–	0.16%	85
2021 Q2	$252K	Hold	6,111	–	–	0.15%	89
2021 Q1	$236K	Hold	6,111	–	–	0.15%	87
2020 Q4	$185K	Hold	6,111	–	–	0.14%	89
2020 Q3	$147K	Hold	6,111	–	–	0.13%	94
2020 Q2	$145K	Hold	6,111	–	–	0.14%	95
2020 Q1	$130K	Hold	6,111	–	–	0.16%	92
2019 Q4	$215K	Buy	+6,111	New	+$197K	0.22%	94

Other funds holding BAC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Powell Investment Advisors's BAC Position: Q2 2026 in Review

Powell Investment Advisors held its Bank of America (BAC) position steady in Q2 2026 at 6,138 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #95.

Powell Investment Advisors first reported a position in BAC in Q4 2019 and has held it in 27 quarters since. 1,617 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Powell Investment Advisors held 6,138 shares of Bank of America worth $350K as of Q2 2026.
Powell Investment Advisors left its Bank of America share count unchanged in Q2 2026.
Bank of America made up 0.11% of Powell Investment Advisors's portfolio in Q2 2026, its #95 holding.
Powell Investment Advisors first reported a position in Bank of America in Q4 2019 and has held it in 27 quarters since.
1,617 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.