Processus Wealth & Capital Management’s Bank of America BAC Stock Holding History

Processus Wealth & Capital Management’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	$4.47M	Sell	78,518 -192	-0.2%	-$10.2K	2.65%	14
2026 Q1	$3.84M	Buy	78,710 +804	+1%	+$41.5K	2.61%	18
2025 Q4	$4.28M	Buy	77,906 +1,490	+2%	+$78.8K	2.83%	15
2025 Q3	$3.94M	Sell	76,416 -1,069	-1%	-$52.2K	2.83%	14
2025 Q2	$3.67M	Buy	77,485 +21	+0%	+$883	2.9%	10
2025 Q1	$3.23M	Buy	77,464 +769	+1%	+$34.3K	2.75%	12
2024 Q4	$3.37M	Buy	76,695 +258	+0.3%	+$11.4K	2.69%	14
2024 Q3	$3.03M	Sell	76,437 -8,262	-10%	-$331K	2.5%	16
2024 Q2	$3.37M	Buy	84,699 +545	+0.6%	+$20.9K	2.79%	14
2024 Q1	$3.19M	Buy	84,154 +11,079	+15%	+$380K	2.83%	13
2023 Q4	$2.46M	Buy	+73,075	New	+$2.13M	2.46%	18

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Processus Wealth & Capital Management's BAC Position: Q2 2026 in Review

Processus Wealth & Capital Management reduced its Bank of America (BAC) stake by 0.24% in Q2 2026, selling an estimated $10.2K and leaving 78,518 shares worth $4.47M. The position accounts for 2.65% of the portfolio, ranked #14.

Processus Wealth & Capital Management first reported a position in BAC in Q4 2023 and has held it in 11 quarters since. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Processus Wealth & Capital Management held 78,518 shares of Bank of America worth $4.47M as of Q2 2026.
Processus Wealth & Capital Management sold 192 Bank of America shares in Q2 2026, an estimated $10.2K.
Bank of America made up 2.65% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #14 holding.
Processus Wealth & Capital Management first reported a position in Bank of America in Q4 2023 and has held it in 11 quarters since.
1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.