Purus Wealth Management’s Bank of America BAC Stock Holding History

Purus Wealth 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	$258K	Sell	4,531 -436	-9%	-$23.2K	0.07%	146
2026 Q1	$242K	Buy	4,967 +9	+0.2%	+$464	0.08%	135
2025 Q4	$273K	Sell	4,958 -232	-4%	-$12.3K	0.09%	118
2025 Q3	$268K	Sell	5,190 -345	-6%	-$16.8K	0.09%	117
2025 Q2	$262K	Buy	5,535 +163	+3%	+$6.86K	0.09%	111
2025 Q1	$224K	Sell	5,372 -94	-2%	-$4.19K	0.1%	109
2024 Q4	$240K	Buy	+5,466	New	+$240K	0.1%	104
2024 Q3	–	Sell	-5,158	Closed	-$205K	–	119
2024 Q2	$205K	Buy	+5,158	New	+$198K	0.09%	112

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Purus Wealth Management's BAC Position: Q2 2026 in Review

Purus Wealth Management reduced its Bank of America (BAC) stake by 8.8% in Q2 2026, selling an estimated $23.2K and leaving 4,531 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #146.

Purus Wealth Management first reported a position in BAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $273K in Q4 2025. 649 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Purus Wealth Management held 4,531 shares of Bank of America worth $258K as of Q2 2026.
Purus Wealth Management sold 436 Bank of America shares in Q2 2026, an estimated $23.2K.
Bank of America made up 0.07% of Purus Wealth Management's portfolio in Q2 2026, its #146 holding.
Purus Wealth Management first reported a position in Bank of America in Q2 2024 and has held it in 8 quarters since.
Purus Wealth Management's Bank of America position peaked at $273K in Q4 2025.
649 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.