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PW Nova Financial Services’s Bank of America BAC Stock Holding History

PW Nova Financial Services’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 		$1.97M Sell
34,649
-97
-0.3% -$5.16K 0.42% 62
2026
Q1 		$1.69M Buy
34,746
+1,465
+4% +$75.6K 0.42% 61
2025
Q4 		$1.86M Buy
+33,281
New +$1.76M 0.71% 35

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PW Nova Financial Services's BAC Position: Q2 2026 in Review

PW Nova Financial Services reduced its Bank of America (BAC) stake by 0.28% in Q2 2026, selling an estimated $5.16K and leaving 34,649 shares worth $1.97M. The position accounts for 0.42% of the portfolio, ranked #62.

PW Nova Financial Services first reported a position in BAC in Q4 2025 and has held it in 3 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • PW Nova Financial Services held 34,649 shares of Bank of America worth $1.97M as of Q2 2026.
  • PW Nova Financial Services sold 97 Bank of America shares in Q2 2026, an estimated $5.16K.
  • Bank of America made up 0.42% of PW Nova Financial Services's portfolio in Q2 2026, its #62 holding.
  • PW Nova Financial Services first reported a position in Bank of America in Q4 2025 and has held it in 3 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.