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Proactive Wealth Strategies’s Bank of America BAC Stock Holding History

Proactive Wealth Strategies’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 		$745K Buy
13,065
+308
+2% +$16.4K 0.12% 122
2026
Q1 		$622K Buy
12,757
+6,415
+101% +$331K 0.12% 127
2025
Q4 		$349K Sell
6,342
-765
-11% -$40.4K 0.14% 113
2025
Q3 		$367K Buy
7,107
+71
+1% +$3.46K 0.16% 102
2025
Q2 		$333K Buy
7,036
+668
+10% +$28.1K 0.16% 105
2025
Q1 		$266K Buy
6,368
+39
+0.6% +$1.74K 0.14% 111
2024
Q4 		$278K Buy
6,329
+237
+4% +$10.4K 0.14% 109
2024
Q3 		$242K Buy
+6,092
New +$244K 0.13% 115

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Proactive Wealth Strategies's BAC Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Bank of America (BAC) stake by 2.4% in Q2 2026, buying an estimated $16.4K and bringing the position to 13,065 shares worth $745K. The position accounts for 0.12% of the portfolio, ranked #122.

Proactive Wealth Strategies first reported a position in BAC in Q3 2024 and has held it in 8 quarters since. 2,515 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Proactive Wealth Strategies held 13,065 shares of Bank of America worth $745K as of Q2 2026.
  • Proactive Wealth Strategies bought 308 Bank of America shares in Q2 2026, an estimated $16.4K.
  • Bank of America made up 0.12% of Proactive Wealth Strategies's portfolio in Q2 2026, its #122 holding.
  • Proactive Wealth Strategies first reported a position in Bank of America in Q3 2024 and has held it in 8 quarters since.
  • 2,515 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.