Prevail Innovative Wealth Advisors’s Bank of America BAC Stock Holding History

Prevail Innovative Wealth 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	$7.46M	Buy	+130,924	New	+$6.96M	1.11%	29
2025 Q3	–	Sell	-96,266	Closed	-$4.56M	–	204
2025 Q2	$4.56M	Buy	96,266 +7,602	+9%	+$320K	1.02%	29
2025 Q1	$3.7M	Buy	+88,664	New	+$3.95M	0.99%	30

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

Prevail Innovative Wealth Advisors's BAC Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Bank of America (BAC) in Q2 2026: 130,924 shares worth $7.46M. The stake represents 1.11% of the portfolio and ranks #29 among its holdings. This is a return to the name: Prevail Innovative Wealth Advisors previously reported a position in BAC as recently as Q2 2025.

Prevail Innovative Wealth Advisors first reported a position in BAC in Q1 2025 and has held it in 3 quarters since. 934 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Prevail Innovative Wealth Advisors held 130,924 shares of Bank of America worth $7.46M as of Q2 2026.
Bank of America was a new Prevail Innovative Wealth Advisors position in Q2 2026.
Bank of America made up 1.11% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Prevail Innovative Wealth Advisors first reported a position in Bank of America in Q1 2025 and has held it in 3 quarters since.
934 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.