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Rainier Family Wealth’s Bank of America BAC Stock Holding History

Rainier Family Wealth’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 		$733K Sell
12,867
-507
-4% -$27K 0.42% 53
2026
Q1 		$652K Buy
13,374
+5,388
+67% +$278K 0.44% 53
2025
Q4 		$439K Buy
7,986
+1,330
+20% +$70.3K 0.33% 55
2025
Q3 		$343K Buy
6,656
+260
+4% +$12.7K 0.31% 56
2025
Q2 		$303K Buy
6,396
+239
+4% +$10.1K 0.3% 59
2025
Q1 		$257K Sell
6,157
-893
-13% -$39.8K 0.3% 66
2024
Q4 		$310K Buy
+7,050
New +$310K 0.37% 57

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
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
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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Rainier Family Wealth's BAC Position: Q2 2026 in Review

Rainier Family Wealth reduced its Bank of America (BAC) stake by 3.8% in Q2 2026, selling an estimated $27K and leaving 12,867 shares worth $733K. The position accounts for 0.42% of the portfolio, ranked #53.

Rainier Family Wealth first reported a position in BAC in Q4 2024 and has held it in 7 quarters since. 722 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Rainier Family Wealth held 12,867 shares of Bank of America worth $733K as of Q2 2026.
  • Rainier Family Wealth sold 507 Bank of America shares in Q2 2026, an estimated $27K.
  • Bank of America made up 0.42% of Rainier Family Wealth's portfolio in Q2 2026, its #53 holding.
  • Rainier Family Wealth first reported a position in Bank of America in Q4 2024 and has held it in 7 quarters since.
  • 722 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Rainier Family Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.